Global Energy Stocks Are Breaking Out -- Buy
In today's report we lay out what we believe is a compelling case to add exposure to global Energy stocks at current levels.
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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...
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Upstream Oil & Gas M&A Review: Surge of Takeovers and Mergers in 2018 – What to Expect in 2019
The last three years have been characterized by significant M&A activity in the upstream oil and gas industry. As the oil cycle recovered from...
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Best Ideas List for January 2019
The Best Ideas list is a compilation of stock ideas sourced from Morningstar’s global equity research team. With more than 100 analysts covering...
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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...
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