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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Upstream Oil & Gas M&A Surges As Mixed 2Q18 Results Keep E&Ps Undervalued
A wave of summer M&A. After three months of subdued M&A in the oil and gas upstream industry, over $30bn of deals have been announced...
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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...
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Oil & Gas M&A Update (Part 3): Who Are the Winners in the M&A Market?
This report is the third and final instalment of a three-part analysis on the latest trends in the oil and gas M&A market.The M&A activity...
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New York and London Battle for Saudi Aramco IPO
Interesting article in the Financial Time (FT) on stock exchanges fighting for Saudi Aramco IPO...
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