Jeremy Taylor
20 Years at AB|31 Years of Experience
Jeremy Taylor is a Senior Vice President, Senior Research Analyst and Portfolio Manager for Value Equities. He is responsible for research coverage of European commodities stocks, including energy, metals and mining, chemicals, and utilities. Taylor is a Portfolio Manager for the Global Commodity Producers strategy and coordinates AB’s Global Commodities Research team as Sector Leader. He joined the firm in 2005 as a research analyst. Previously, Taylor was an associate principal in the industrials group at McKinsey & Company, focusing on business unit strategy, organization, marketing and sales. Prior to that, he was a product manager at Shell Chemicals at Royal Dutch Shell Group. Taylor holds a BS and an MS in electrical and electronic engineering from the University of Manchester. Location: London
Published Work
Companies that are on course to overcome ESG controversies deserve closer attention from investors.
The mining industry is at particular risk from modern slavery. With a thoughtful framework, sound research and company engagement, investors can identify and manage these risks.
The global energy transition is accelerating as the widespread effects of the Ukraine conflict bolster the secular growth case for renewable energy.
Expanding and enforcing an oil embargo will have wide-ranging consequences-on all sides.
Soaring energy prices highlight the challenges of shifting toward renewable power sources.
Hydrogen's potential as an energy source is attracting renewed attention. It may take 20 years or so for the potential to be realized. But the effects are likely to be felt within the planning horizons of most long-term investors - a good reason to start thinking now about the investment implications.
Oil and gas producers are often seen as vulnerable to global efforts aimed at curbing climate change. But some European energy groups might become part of the solution to climate change rather than part of the problem.
What's the long-term outlook for oil in a world shifting to renewable energy? Oil majors publicly say supply-and-demand dynamics will support the market. But their investment choices suggest that they're preparing for a much weaker oil price in the distant future.