Implementation Guide for traditional and clean energy investing
Our guide on how to invest in the volatile energy space today
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1Introduction
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2Part 1: Traditional Energy
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3What does this mean for the choices available to public market investors? Is there scope to generate alpha?
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4Evaluating active management in the energy sector
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5Why is the universe so restricted?
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6Why has it been so difficult for managers to outperform in this sector?
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7Is the level of volatility a clue to the size of the alpha opportunity?
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8The factors driving dispersion also matter: Active managers are typically better set up to generate stock-specific insights
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9Energy stocks offer higher volatility and dispersion, but returns are generally not driven by stock-specific factors
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10Manager views confirm what the data suggests: It is tough to generate alpha in this space
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11There remains one bright spot for active managers within the energy sectors: midstream
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12Part 2: Clean Energy
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13Why should we consider clean energy transition investments?
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14The role of debt financing in the energy transition: opportunities and developments
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15More growth and better diversification in green bonds
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16With growth in issuance, there has also been greater diversification
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17Why go active in fixed income?
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Andre Farias
Executive Director
Anish Bhatia
Senior Associate
Published Oct 7, 2024
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