Energy has seen its weight decline meaningfully across broader market indices over the past 10 years. But it was the best-performing sector in 2021 and many analysts are optimistic heading into 2022. Eric Chenoweth, CFA, senior investment analyst on the mid-cap equity team at Scout Investments, joins Matt Orton, CFA, Chief Market Strategist at Carillon Tower Advisers, to explore what accounted for energy’s outperformance in 2021 and whether those drivers are sustainable.

Growth vs. Value whiplash: What’s ahead in 2022?

Cut through the noise and focus on the forces reshaping investing with Raymond James Investment Management’s Markets in Focus podcast series. Join us for inclusive conversations that track the developments refining investment thinking and disrupting the ever-changing global market landscape. For additional insights, visit http://marketsinfocuspodcast.com.
About Raymond James Investment Management
Raymond James Investment Management is a global asset management company that combines the exceptional insight and agility of individual investment teams with the strength and stability of a full-service firm. Together with our boutique investment managers – Chartwell Investment Partners, ClariVest Asset Management, Cougar Global Investments, Eagle Asset Management, Reams Asset Management and Scout Investments – we offer a range of investment strategies and asset classes, each with a focus on risk-adjusted returns and alpha generation. We believe providing a lineup of seasoned, committed portfolio managers – spanning a wide range of disciplines and investing vehicles – is the best way to help investors seek their long-term financial goals.