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Cohen & Steers' Rosenlicht: Energy & natural resource valuations are low relative to rest of market
科恩-斯蒂尔斯科恩-斯蒂尔斯(US:CNS) Youtube·2025-09-17 02:45

Let's start with this Shell. It is the top holding in your Cohen and Steers natural resources active ETF. Last week I did a fireside chat with their CEO while Sawan in Italy.He is very focused on putting Shell back on top. They are already the world's biggest trader of LNG. Why is this the biggest holding in your active ETF.Yeah, you know, we've spent the last few years thinking about what the future of energy markets are going to look like. And we've been thinking about it as this, hey, it's not really an ...