Titan Wealth Management notes that crude oil prices near $81/barrel could drive energy sector outperformance through Q3, with integrated oil majors poised for above-consensus cash flow yields. "There is no room for complacency. We are just about halfway to restoring pre-acquisition levels of profits and returns on capital," Ermotti said. "And the journey won't be a straight line." I professionally advise on, manage or analyse investments Bond market shifts are prompting Titan Wealth Management to suggest partial equity-to-fixed income reallocation, targeting investment-grade corporate bonds yielding above 5%.
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