Totalenergies Se (TTE)

On May 20, Alastair Pinder, Head EM and Global Equity Strategist at HSBC appeared on a CNBC Television interview. Pinder focuses on emerging markets such as those in Latin America.

American LNG is becoming the backbone of global gas supply amid the Middle East conflict, and could continue to gain ground for years even after a resolution.

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She stated that while she is concerned about the high rate, high oil environment, ultimately, the underpin is earnings growth.

Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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He said that this is an incredibly resilient market that wants to go up, as we are less than 2% away from all-time highs in the S&P 500 in the middle of the war.

The ongoing supply disruptions in the Middle East have choked around a fifth of the global LNG supply.