Risk on Maturing in March
Our March risk on rally cycle remains intact but maturing with a concentration in our copper/energy theme. Emerging markets are our perform bet...
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AmpGFX -Â Taking Stock on a Confusing Start to the Year
After a volatile start to the year that has involved a significant downward revision to global growth expectations, we try to take stock of the...
295 Views
Moat or Mother Fracker?
Exploration and production companies have long relied on capital markets to fund stellar growth, perhaps assuming that persistently high commodity...
348 Views
Oil and Gas Price Outlook: Updating Our Near-Term Methodology for Forecasting Prices
Given the large discrepancy that has emerged between 2017-18 Brent futures prices (currently $40-$47 per barrel) and the Morningstar energy team's...
388 Views
AmpGFX - More Stable Oil and EUR to Underperform Commodity Currencies
More stability in oil prices, anticipated policy easing by the ECB, intensified efforts in China to control its currency, and a Fed that is keeping...
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