In today’s briefing:
- UK Energy: Investors Split as Tentative Rotation Begins
UK Energy: Investors Split as Tentative Rotation Begins
- UK Energy is still under-owned. 22.1% of UK managers have zero exposure and 67.4% are positioned underweight.
- Signs of a rotation are under way, driven by Value and Yield funds and mainly in Shell PLC and BP PLC.
- Missing from the picture is the return of Growth and Aggressive Growth managers, who remain lightly positioned and clearly unconvinced by the investment case at present.
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