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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U.S. Equity Strategy: Opportunities in Energy & Health Care Stocks
While defensive sectors continue to lag, one cyclical sector, Energy, has surged to the top of our relative strength rankings. Though we continue...
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Concho Resources, RSP Permian in $9.5bn Merger Deal. Kick-Off for More Consolidation in Oil & Gas?
More inorganic growth from the M&A "winners". Concho Resources Inc (CXO US) said March 28 it will acquire Rsp Permian Inc (RSPP US) for $9.5bn,...
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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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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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