Energy: What do investors really want?


Nathan Strik, Portfolio Manager, Fidelity Management and Research Company; Marcel van Poecke, Head of Carlyle International Energy Fund, Carlyle International Energy Partners (CIEP); Osmar Abib, Jr., Chairman of Global Energy, Credit Suisse in a discussion moderated by Roger Diwan, VP, Financial Services, IHS Markit. With the advent of the shale era and the price volatility of the past few years, investors appear to be losing faith in an industry facing short- and long-term challenges. The challenge of the industry, requiring a high level of investments, appears to be on a collision course with investors looking for stronger capital discipline and higher shareholders return.

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