Hermes Investment's Parry: What I Like in Energy

The video discusses the challenges of investing in commodities due to their volatility and the ongoing transition to a lower carbon economy. Despite political influences, such as Trump's presidency, the trend towards sustainable energy continues. The video highlights the importance of differentiating business models in the energy sector and the attractiveness of alternative energy sources as oil prices stabilize. It emphasizes the need for investors to support the transition to a sustainable future.

What are the reasons mentioned for the difficulty in predicting the volatility of underlying commodities?

How does the transition to a lower carbon world impact energy production preferences?

What was the 'Trump effect' on oil prices and how did it influence market behavior?

What environmental challenges must investors address for the long term?

In what ways are alternative energy producers becoming more attractive in relation to oil prices?