Global Strategy: Opportunities Within Mobile Payments, Metals & Mining, and Utilities
We believe the secular mobile payments theme has room to run, and we expect related stocks to continue outperforming... see pages 2-4 for...
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U.S. Equity Strategy: Upgrading Utilities, Downgrading Manufacturing
We continue to view the market as healthy in terms of breadth, although rotations are occurring at the margin which warrant minor tweaks to our...
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Global E&Ps: Mexico In Focus
Following close to 70 years of energy industry isolation, Mexico’s first licensing round opened to International Oil Companies in 2014 saw...
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Global Natural Gas and LNG Outlook: U.S. Exports Low Prices to the World
Demand Is Growing, but It Won't Be Enough to Offset the Latest Wave of SupplyThe latest wave of liquefied natural gas supply including new export...
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2016 Oil&Gas Reserves: PetroChina Overtakes ExxonMobil for #3
At a time of low oil&gas prices and with companies having cut CAPEX, it is important to check the disclosed proven reserves at the end of 2016...
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