INFLATION SPECIAL 1 – How’s it impacting the energy sector?
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Description
Tim Leary and Frank McCreary join the BlueBay Insights podcast to discuss the impact of inflation on the energy sector and how it’s influencing high yield and leveraged finance strategies. We ask: Tim, can you give us a quick summary on the inflation situation and what it means for high yield investors?Frank, you’re an energy specialist. How is inflation impacting the sector?Can you expand on this – how exactly is the oil & gas sector pushing up inflation?What are some of the reasons for the dramatic rise in commodity prices?How exactly have weather patterns impacted energy prices?How have ESG considerations effected the price of energy?How do you expect the energy landscape to change over the next five years?Tim, how are the dynamics within the energy sector influencing your current portfolio positioning?
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