Oil and Gas: A plan to have a plan

By Adrian Prendergast

22 September 2020, 9:25 AM

We see the oil & gas sector as a Covid-exit trade that has so far been overlooked. Given market jitters around energy, we expect a broad sector re-rating to trail some other key Covid trades. This has left us favouring those oil & gas players with defendable (low risk) earnings platforms and healthy balance sheets.

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