Are higher oil prices a risk to Talents funds performance?
As Talents usually has little exposure to the oil sector, a strong rise in oil could hurt us in the short term. 2005 was an example as Talents did not perform better than the equity indices. However we believe that creative entrepreneurs will be able to pass the prices on to consumers. Also, if oil prices remain high, alternative energies will become real competitors to oil, opening new opportunities for Talents. We have spotted many entrepreneurs with listed alternative energy companies.
