Oil Exploration: We Expect a Resurgence in 2019 Pointing to Strong Performance for E&Ps
We see oil exploration making a comeback in 2019, as drilling spending sees an increase and on the back of encouraging well results year to date....
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2019 Energy Market Themes & Stocks with Exposure: Focus on Oil, Refining, LNG, M&A & Renewables
We run through our views on the main themes that will impact the oil and gas market in 2019 and the stocks to play these through. We outline the...
701 Views
U.S. Equity Strategy: Shifting to Large-Cap Overweight, Energy Improving
The S&P 500’s steady uptrend remains intact. The large-cap (S&P 500) vs. small-cap (S&P 600) ratio is breaking out to multi-month...
288 Views
U.S. Equity Strategy:
The last several months have been that of digestion and consolidation. While Sector and group leadership have taken a back seat to stock selection,...
417 Views
U.S. Equity Strategy Weekly
Outside of weakness in interest-rate sensitive segments, namely REITs and Utilities, the latter which is breaking down to 15-year relative strength...
430 Views