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    24 May 2023

    In the final episode of this four-part series, Michael reveals the sector that he believes will outperform over the coming decade

    The energy sector has been a sporadic dividend payer over its history, but the outlook is defined by a structural undersupply story. Tyndall believes this will lead to consistently high payout ratios for shareholders.

    In the final episode of this four-part series, Michael digs into this thesis by highlighting one energy sub sector that will carry the energy transition – and why this is good news for income investors.

    Watch the next episode in the series

    24 May 2023

    Michael Maughan

    Portfolio Manager
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