Hi Everyone,
Today we released the first of a planned bi-weekly initiative – delivering timely, end-investor friendly updates from our PM teams.
Going forward we will build out this client-friendly PM Video series so that your advisors can use these to help mitigate any client concerns or help answer questions.
Below is an email that advisors can share with clients who have voiced concerns about the war in Iran and its impact on energy investments. Note: This video is available on our public website- no log-in or registration required.
The video is currently in English only right now – the French captioned version should be available by end of day.
You are also welcome to communicate this directly with your advisors or post as you see fit.
We welcome any feedback to help us refine the initiative and make it better.
The joint US-Israeli military campaign in Iran has had serious and broad impacts, including energy supply and pricing. Your clients may have questions about how this is impacting portfolios.
In this investor-friendly video, we provide a focused analysis that presents the real implications. One-fifth of global crude oil supply is now constrained, and the effects go far beyond gas prices – they're touching fertilizer, jet fuel and even helium. This disruption is highlighting which energy assets have staying power and which don't.
Watch the video here - Understanding the Strait of Hormuz impact on your energy investments
Jesse Coote, Associate Portfolio Manager on the RBC North American Equity team walks through:
- Why this isn't just about oil prices going up
- The difference between short-term volatility and long-term opportunity
- Which types of energy producers are positioned to deliver sustainable returns through market cycles
- What security of supply means for your portfolio strategy
The video is under 4 minutes, and it'll give you a clearer picture of how to think about energy investments right now.