Ninety One | Oil shock: when geopolitics shuts the taps
Ninety One’s Paul Gooden, Head of Natural Resources, explains why disruption is reverberating through oil and gas markets, how supply constraints are pushing prices higher, and the implicatio...
Ninety One 25th Mar 2026
Ninety One | Energy, geopolitics, and markets: reflections from Miami
Sahil Mahtani, Director of Ninety One’s Investment Institute, and Paul Gooden, Portfolio Manager for Global Natural Resources, discuss Venezuela and broader energy themes following the Goldma...
Ninety One 28th Jan 2026
Keep active in a bearish oil market
Prospects for oil appear positive on a five-year view; however, demand worries and supply growth suggest a bearish outlook in 2025. Ninety One’s Paul Gooden explains there are still opportuni...
Ninety One 22nd Oct 2024
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