U.S. Equity Strategy: Value Overtaking Growth; Treasury Yields and Commodities Bottoming
New and ongoing developments continue to support our bullish outlook. In the “new” column, we have bullish inflections in Treasury yields, the...
423 Views
2019 Energy Market Themes & Stocks with Exposure: Focus on Oil, Refining, LNG, M&A & Renewables
We run through our views on the main themes that will impact the oil and gas market in 2019 and the stocks to play these through. We outline the...
776 Views
U.S. Equity Strategy: Opportunities in Energy Stocks
The recent successful test of support at the 200-day moving average has paved the way for a meaningful bounce higher on the S&P 500. Given this...
274 Views
U.S. Equity Strategy: Opportunities in Energy & Health Care Stocks
While defensive sectors continue to lag, one cyclical sector, Energy, has surged to the top of our relative strength rankings. Though we continue...
236 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...
283 Views