Alternative Realities: What's next for oil prices?
About this episode
The episode discusses the future of oil prices amidst geopolitical risks and market dynamics.
Energy markets are on edge as geopolitical risk meets shifting demand, elevating the importance of balance, quality and discipline in portfolio construction. Markets are pricing a near term risk premium while longer dated benchmarks remain steadier, yet timing matters as continued Strait of Hormuz disruptions can shift outcomes on a week by week basis. Join Aaron Mulvihill, Global Alternatives Strategist, and Aga Zmigrodzka, Equity Research Analyst, Energy and Infrastructure, at J.P. Morgan Asset Management as they discuss what’s next for oil markets and where disciplined capital allocation and strong balance sheets may uncover durable opportunities across the energy value chain. Watch the video version on YouTube. Resources: For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing Listen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify
People in this episode
Hosts: Dr. David Kelly, Gabriela Santos
Guests: Aaron Mulvihill, Aga Zmigrodzka
Topics covered
- oil prices
- energy markets
- geopolitical risk
- portfolio construction
- capital allocation
- energy value chain
Keywords
- oil markets
- geopolitical risk
- energy demand
- portfolio construction
- capital allocation
- energy infrastructure
Mentioned in this episode
Organizations: J.P. Morgan Asset Management
Places: Strait of Hormuz
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