Insights and Market Perspectives

Oil prices are rallying

Author: Steve Bonnyman

February 5, 2018

Oil prices have moved substantially higher in recent months, driven by global demand and a weaker U.S. dollar. The price rally, however, hasn’t extended to the underlying equities. Steve Bonnyman explains reasons for the divergence and why energy companies are well positioned to break out in 2018.

 

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About AGF Management Limited

Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, alternative and high-net-worth businesses focused on providing an exceptional client experience. AGF’s suite of investment solutions extends globally to a wide range of clients, from financial advisors and individual investors to institutional investors including pension plans, corporate plans, sovereign wealth funds and endowments and foundations.

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© 2018 AGF Management Limited. All rights reserved.

Written by

Steve Bonnyman, MBA, CFA

Co-Head of North American Research and Portfolio Manager

AGF Investments Inc.

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