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Eye on the Market: 2020 Energy Outlook
COVID temporarily reduced global CO2 emissions to 2006 levels. In our tenth annual energy paper, we examine when and how renewable energy transitions might result in more permanent reductions. We also analyze the financial, political and environmental risks to US energy independence, and whether stranded asset risk is the primary reason for the lowest oil and gas valuations in 90 years.
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Why value investing is poised to make a comeback in the 2020s
As the value factor is mired in one of its worst drawdowns in history, we analyze its underperformance and explain why we think it is cyclical, not structural. It matters greatly whether a value factor is constructed across or within sectors.