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...
890 Views
U.S. Equity Strategy: Shifting to Large-Cap Overweight, Energy Improving
The S&P 500’s steady uptrend remains intact. The large-cap (S&P 500) vs. small-cap (S&P 600) ratio is breaking out to multi-month...
421 Views
U.S. Equity Strategy:
The last several months have been that of digestion and consolidation. While Sector and group leadership have taken a back seat to stock selection,...
550 Views
U.S. Equity Strategy Weekly
Outside of weakness in interest-rate sensitive segments, namely REITs and Utilities, the latter which is breaking down to 15-year relative strength...
577 Views
China Oilfield Services (2883.HK) – Interim Results Show Continued Strong Growth
Oil and oil-related stocks have started to move. This one is a capital cycle story. The offshore oil services industry has minimal new entrants as...
407 Views