S&P500 Index Rebalance: NXPI Is the One to Watch
There are 4 changes to the S&P500 with NXP Semiconductors the largest beneficiary of the changes. Estimated one-way turnover is US$22.4bn and there...
401 Views
U.S. Elections and ESG: Impacts on People, Planet… and Profit (North America)
In U.S. Elections and ESG: Impacts on People, Planet… and Profit, I discussed major universally-relevant implications of the 2020 U.S. elections...
342 Views
LNG Projects Update: >60mtpa Sanctioned and Likely to Far Exceed 100mtpa of FIDs in 2019
The volume of projects that have taken final investment decision this year has already exceeded most consultants forecasts from the beginning of...
485 Views
LNG Companies Q2'19 Results Takeaways: Tough Market but Optimism for Winter & FIDs Progressing
Many of the LNG focused companies have now reported Q2'19 results and we take a look at the main takeaways from the results. Given recent extremely...
473 Views
Utilities Sector Outlook: Playing Offense or Defense?
Growth is hip, but valuations are a drag.Utilities Fundamentally Attractive, but Valuations Still RichHalfway through 2019, utilities continue to...
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