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.
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.
Markets don't like uncertainty - and right now there is plenty of it. Conflict in the Middle East, questions over oil supplies and renewed tariff tensions have all tested investor confidence. How are our clients’ portfolios positioned for this environment, any why?
