In our quarterly report, ConsumerWatch, we analyse the key macroeconomic drivers and the growth outlook for the consumer sector in the UK, Europe and North America. We look at the performance of and changes to consensus forecasts for the subsectors and seek out the relative valuation opportunities among the companies.

See the latest edition of ConsumerWatch here.

In our quarterly report, ConsumerWatch, we analyse the key macroeconomic drivers and the growth outlook for the consumer sector in the UK, Europe and North America. We look at the performance of and changes to consensus forecasts for the subsectors and seek out the relative valuation opportunities among the companies.

See the latest edition of ConsumerWatch here.

Elaine Reynolds discusses the exploration successes and upcoming activity offshore Suriname.

Ian McLelland, Edison’s head of oil & gas, talks to Nicky Stewart about oil price volatility and its prospects over the next few months. He also gives his view on the implications for the oil shock on renewables and whether it is likely to accelerate or delay the anticipated energy transition.

In this briefing, Nicky Stewart and Edison’s chief strategist, Alastair George, discuss his views on markets at the end of April. Life after lockdown will feature ongoing social distancing. After recovering 50% of earlier losses, global equity valuations have risen significantly and he believes investors should now be neutral on global equities, while sectors need to be selected carefully and the long-term impact of the coronavirus epidemic considered. His accompanying blog post is here.

In this briefing Nicky Stewart and Edison’s chief strategist, Alastair George, discuss his view on markets. These are difficult times for communities as the COVID-19 pandemic passes through the global population. However, there is light at the end of the tunnel as the growth rate of new cases has slowed markedly in a number of European nations. Alastair believes investors should consider a modestly overweight position on global equities as market valuations remain depressed. His accompanying blog post is here.

In this short video, Milosz Papst discusses why the use of distributed ledger technology (DLT) looks set to disrupt the financial services industry through the emergence of a new asset class and its use to improve business processes. You can find more insights into blockchain adoption in our recently published sector report here.

In this video Ian McLelland discusses his visit to Renergen’s facilities in the Free State, South Africa in early February. The visit took in Renergen’s gas processing facilities, ongoing drilling activities and a visit to a customer’s site, which uses Renergen’s gas to run a fleet of buses. Ian also visited the early construction facilities for Renergen’s LNG and liquid helium production facilities. Renergen is an emerging producer of helium and natural gas. Currently, it produces compressed natural gas which is used by local transportation companies. Renergen is due to start producing liquefied natural gas (LNG) and helium in 2021.

In this video, we look at Alaska’s North Slope, an area of renewed industry interest. In particular, we focus on Charlie-1, a potentially high-impact well targeting gross prospective resources of 1.6bnbbls in the Cretaceous Brookian play, which is due to spud in February 2020 and will be drilled by 88 Energy with partner Premier Oil.

In this video we look at a breakthrough discovery offshore Suriname and further developments in neighbouring Guyana.

In this video, the authors of the report, Dan Gardiner and Anne Margaret Crow, look at the prospects for the lithium-ion battery market over the next decade. They discuss the size of the market, the major growth drivers and developments in chemistry that are likely to sustain further reductions in battery prices and improvements in performance.

This video looks at the implications of the recent heavy oil discoveries offshore Guyana.

In this video we look at recent activity in the UK Southern North Sea.

In this video, Milosz Papst describes the company profile, portfolio and recent performance of Deutsche Beteiligungs, a Germany-based private equity investment and fund management company.

Read our latest research here.

In this video, Milosz Papst discusses the company profile, investment strategy and recent performance of BioPharma Credit, a leading lender in the life sciences space.