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Simon Lack and Henry Hoffman of SL Advisors consider inflation risks to investors and how to respond.
BP recently published their 2025 Energy Outlook. When big oil producers make projections about consumption it becomes a political document. Climate extremists are quick to accuse companies of opposing the energy transition and consigning the world to ruinous warming. Yet capital commitments need to be based on rational expectations, not aspirational ones. Earlier this year […]
SL Advisors Talks Markets
Simon Lack and Henry Hoffman of SL Advisors consider inflation risks to investors and how to respond.