美洲能源投资组合策略-在能源行情回暖中，精选 10 只具备超平均上行空间的买入标的-Americas Energy_ Energy Portfolio Strategy_ Amid the Energy Rally, Highlighting 10 Buys With Above Average Upside

AMERICAS ENERGY Energy Portfolio Strategy: Amid the Energy Rally, Highlighting 10 Buys With Above Average Upside As we discussed in the Pulse last Friday, the repricing of Energy equities has been significant this year, with the XLE +23% vs the S&P +1%. The strength has been driven by positive GDP revisions, a broader tech rotation as well as positive oil momentum amid smaller than expected surpluses and geopolitical uncertainty. We continue to value equities using a $70 Brent and $3.75 Henry Hub mid-cycle ...