Energy & Utilities

Throughout FY 2022, the QUIC Canadian Energy and Utilities (E&U) portfolio returned 69.9% and outperformed its benchmark by 13.6%. The E&U Team’s winning strategy focused on identifying prolific areas of the O&G value chain, capitalizing on emerging trends, and hedging hydrocarbon bets with exposure to renewable energy and vice versa.

Over the next year, expect a renewed focus on energy security, especially if war develops in Ukraine. This may mean that a larger number of infrastructure projects are approved, improving transportation within North America. Furthermore, demand should continue to grow as remnants of pandemic legislation are brushed aside.