Investment Team Voices

Disrupted and Disliked, but Indispensable for Our Future

Matt Freund, CFA, and Michael Grant, CFA
July 8, 2022

The pain at the gas pump has been rising steadily. If you listen to the media and politicians, one might infer that oil companies or the Ukraine War are responsible for the price hikes. But digging a little deeper reveals a more complex story. Matt Freund and Michael Grant share their perspective about what’s going on with energy markets, oil prices and demand trends—along with the implications for investors.

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