Our London Office hosted Dr Gavin Law as part of a series of talks on the energy transition and climate change. Dr Law is Head of Gas and Power Consulting at Wood MacKenzie and is a recognised global leader in LNG. In this insight, we learn about the importance of gas and LNG during an energy crisis and the long-term impact of a shortage.
While our limited exposure to the headline-grabbing companies might suggest an absence of cutting-edge technology stocks, we prefer to survey a broader horizon of long-term opportunities.
Equity market returns have been narrowly concentrated in recent years. But the unpredictability of market timing highlights the need for a disciplined investment approach and a diversified portfolio of global companies.
Searching for soundly financed businesses with strong competitive positions has been fundamental to our investment approach since 1986 and has contributed to our long-term performance.
