Oil & gas hedges, commodity bull market — 3 investment strategies from the studio
By Michael Considine
Published on April 30, 2026.
Crude prices have fluctuated, with Brent crude reaching a four-year high and a potential high, and oil and gas hedge Patrick Armstrong, CIO at Plurimi, predicts more trouble from the continued blockade in the Strait of Hormuz. He believes that owning oil and general energy stocks makes a good investment strategy. Dan Hanbury, global equities co-portfolio manager at Ninety One, holds Siemens Energy in his portfolio, citing its 20-year revenue stream and its high-demand demand as a key investment tool. Cole Smead, CEO at Smeade Capital Management, predicts that commodities will outperform stocks in a rotational commodity bull market.
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