Simon Lack on Portfolio Strength in Energy Volatility, Opportunities in LNG & VG
Youtube·2026-03-25 19:00
Simon Lack is with us, portfolio manager of the Catalyst Energy Infrastructure Fund and um I know that they took 17% offline. They said it would take three to five years to sort of reinstate that and cutter. Um structurally, what is happening here.Where do we stand. What are you watching when it comes to these headlines. >> Well, Nicole, there's two things to look at.The short-term opportunity is that Asian and European benchmarks have gone up sharply because countries that were going to buy from Qatar have ...