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.
A particularly challenging client group for investment managers and advisers
The global economy entered 2026 in a relatively strong position, but the Middle East conflict quickly reshaped the outlook, disrupting oil and gas supplies and triggering an energy shock. Yet while the near-term effects are significant, the more important theme is structural.
Excitement over AI has been a key driver of strong stock market returns over the last decade. This has benefitted the passive funds that track their performance, while active managers have had a more challenging period. Does focusing on the fundamentals still work in today's market, or is it different this time?
