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.
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?
We explore this deceptively simple question, examining the cognitive trap of judging decisions by their short-term outcomes rather than the quality of the process behind them.
