Video: 'Oil stocks will outperform the FTSE 100' In our view, growing emerging market demand for oil and other energy sources trumps any increase in supply. In the forty years to 2005, the growth of car usage in emerging markets grew at a steady level every year. Since then however, take up has significantly accelerated. "There are four billion potential new owners of cars in the next 20 years in countries like Brazil, Turkey, Thailand, Poland, Russia and China," said Mr Guinness. Overall we expect the world vehicle fleet will grow from one billion vehicles today to 1.8 billion in 2030. At the same time emerging market demand for natural gas is very strong, to power their substantial electricity and industrial needs. China gas consumption will treble over the next decade. Mr Guinness invests in energy companies rather than the raw materials themselves. These share prices tend to lag behind any movement in the core price of oil and gas, but he is confident that now is a good time to buy. "In our view, the investment potential lies in the fact that listed companies" production will grow faster over the next decade than in the last twenty years as independent oil companies meet the world's needs," he said. They may not be as exciting an investment as they were from 2003 to 2008, but over the next three years they will recover their underperformance and more, giving a good possibility of up to 50pc outperformance against the broad market. That's hard to beat.