From Morningstar: 2024-06-13 07:20:00

Laura Foll explains the rationale behind investing in oil and gas companies despite climate change concerns, focusing on portfolio balance and the need to hedge against unexpected spikes in fossil fuel prices. She also discusses GSK’s litigation over Zantac, M&S’s management changes driving success, and potential Shein IPO controversy.



Read more at Morningstar: Fund Manager Laura Foll on ESG, M&S and Shein