Portfolio Manager Tyler Rosenlicht joined InvestmentNews’ IN the Nasdaq to discuss his outlook for the future of energy and why he believes existing investment strategies provide a limited view of the asset class. He discusses why global energy demand is driving the need for energy addition, requiring both traditional and alternative energy to satisfy this demand.
The following video was published by InvestmentNews and is made available here with permission.
ABOUT THE AUTHORS
Tyler Rosenlicht, Senior Vice President, is a portfolio manager for Global Listed Infrastructure and serves as Head of Natural Resource Equities.
FURTHER READING
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Attractive valuations, an advantageous macro environment and high private investor interest set the stage for potentially strong total returns from listed infrastructure.
Capital Market Assumptions
Expected returns for the next 10 years amid elevated inflation and resilient global growth
Harvesting value: The case for natural resource equities
Natural resource equities are a long-term portfolio essential, offering strong returns, diversification and inflation protection—compelling features in today’s shifting economic landscape.
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