Top of the Morning: US Energy Sector & Oil prices

Our conversation outlines CIO’s current thinking when it comes to the US energy sector, along with the current price outlook for both WTI crude oil and natural gas. We also spend some time discussing the risks to the sector, provide an update on the energy transition (a CIO longer-term investment theme), and where opportunities exist within the broader sector. Featured is Jay Dobson, Energy & Utilities Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy