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Alternative Market Briefing

SFDR is a "mixture of blunt objects and scalpels" (part 2)

Wednesday, June 23, 2021

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Matthew Breidert
B. G., Opalesque Geneva:

Matt Breidert, senior portfolio manager and managing director of Listed Sustainable Infrastructure & Energy Transition at TortoiseEcofin, talks to Opalesque about the influence of the new U.S. President on the oil business and of the EU on ESG investors.

Part 1 of the interview is here.

Opalesque: What are the prospects for the oil businesses after the Biden victory in the U.S.?

Matt Breidert: We were of the view that the Biden victory was going to be a short term victory for oil. With the exception of the Iran issue, we thought that Biden's environmental agenda would serve to impose more regulatory constraints around oil drilling in the U.S. and equally accelerate ESG considerations, what with disclosure issues for companies in the U.S. or investors becoming more aware - both of which would decrease over production of oil and serve to underwrite support in the supply and demand equation.

That has partially been happening. The bigger thing that has been happening is the evolution of COVID into a momentum situation of economic growth coming back, on top of what has been a considerably curtailed production over the last 12 months when there was an over-supply. We are ......................

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