7 min
INFLATION SPECIAL 3 – How’s it impacting the utilities sector? RBC BlueBay Insights
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- Investing
Tom Moulds & Robert Lambert join the BlueBay Insights podcast to discuss the impact of inflation on the energy and utilities sectors.
We ask:
Tom, if you could start us off with a quick summary of the inflationary environment and how it’s impacting fixed income investors.Rob, your specialist focus is utilities. Could you give us an overview of how inflation is impacting the sector? Which sub-sectors are seeing the most or least pricing pressure?Are we likely to see any beneficiaries of rising inflation and high energy prices?Alongside inflationary pressures, have ESG considerations had any pricing impacts across the utilities sector?When do you expect inflation to subside within the sector?Tom, how are the dynamics within the utilities sector influencing your current portfolio positioning?
Tom Moulds & Robert Lambert join the BlueBay Insights podcast to discuss the impact of inflation on the energy and utilities sectors.
We ask:
Tom, if you could start us off with a quick summary of the inflationary environment and how it’s impacting fixed income investors.Rob, your specialist focus is utilities. Could you give us an overview of how inflation is impacting the sector? Which sub-sectors are seeing the most or least pricing pressure?Are we likely to see any beneficiaries of rising inflation and high energy prices?Alongside inflationary pressures, have ESG considerations had any pricing impacts across the utilities sector?When do you expect inflation to subside within the sector?Tom, how are the dynamics within the utilities sector influencing your current portfolio positioning?
7 min