Smartkarma Originals
Fragility and Resilience Screening System
The spread of COVID-19, one of the greatest risks to humankind, has forced governments to enforce strict social distancing measures and lock down...
559 Views
Competing Bids for Anadarko Finally Break the Calm in the Upstream Oil & Gas M&A Market
The unfolding bidding war for Anadarko Petroleum (APC US) is heating up a dormant upstream oil and gas M&A market that had been experiencing a...
653 Views
Yield Surge Tests Equities; Downgrading Discretionary
We are downgrading Consumer Discretionary to market weight as retail breakdowns and continued weakness in homebuilders and major autos has led to...
367 Views
Upstream Oil & Gas M&A Surges As Mixed 2Q18 Results Keep E&Ps Undervalued
A wave of summer M&A. After three months of subdued M&A in the oil and gas upstream industry, over $30bn of deals have been announced...
395 Views
US Shale: Boom or BAU? The Latter, Most Likely!
The US government's Energy Information Administration just turned even more bullish with its prediction on tight oil production from the country's...
281 Views