Real Asset Dynamics: PE Energy
It has been difficult to find a more out-of-favor sector in institutional investorsโ portfolios than energy over the past five years, and with the recent spread of COVID-19 reducing demand for oil & gas, that reality appears set to continue โ creating both challenges and opportunities. Amid the sectorโs ongoing evolution, the energy PE investment strategy that dominated the market has become outdated, and investors who wish to capitalize on potential opportunities in this market must re-think their approach.