Global Equity Strategy: The Pause that Refreshes?
We continue to believe the weight of the evidence points to a new leg higher for global equities, a viewpoint that is supported by the several...
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Developed Markets Strategy: Stick with Japan
Despite EAFE’s YTD outperformance relative to EM, EAFE and EM returns have generally been equal since August, shown by the stalemate in the EAFE...
432 Views
More Volatility in the LNG Markets as JKM Drops Below TTF - Oil Majors Increase Exposure to US LNG
The JKM has halved its value since December, continuing its steady decline and dropping below the TTF, the benchmark for European LNG prices. Asian...
691 Views
Weekly Oil Views: Crude Eyes Tightening Supply but in the Shadow of Gloom
Crude has been gradually reconnecting with its supply-demand fundamentals, and the impact of highly disciplined OPEC cuts just two months into the...
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Another US LNG Project Goes Ahead: Positive for the Contractors; Negative for Others Looking to FID
US private LNG company Venture Global is starting construction on its 10 million ton per annum (mtpa) US LNG export facility in Louisiana after...
439 Views