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Thematics

Connect the dots as we explore the trends that affect businesses, investors and global capital markets. The aim? To leave no sector or investor without actionable insight.

thematic

Earnings: The real Trump bump

thematic

Canaries in the monetary coal mine?

thematic

Market volatility unsustainably low as bonds and equities diverge

thematic

Energy & Resources

Kosmos exploration hiccups

thematic

Energy & Resources

Positive news from Genel’s Taq Taq

insight

US tax reform a modest positive for US equities and dollar

thematic

Economic surprise accelerating

thematic

Energy & Resources

Ludicrous growth of the EV

insight

Valuations: An important part of the puzzle

thematic

Energy & Resources

Tullow’s Araku result completes our 2017 wells to watch list

insight

Government bonds in the firing line

insight

Profits forecasts stable – but no positive surprises

thematic

Energy & Resources

Fancy a Ferrari or an EV?

thematic

Energy & Resources

Verbier delivers after sidetrack

thematic

Economic data surprising to the upside in Q3

thematic

Energy & Resources

Revealing Big Oil hurdle rates
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Latest

Financials | insight

Q226 reflections: Leadership swings back – the value case holds

Energy & Resources | insight

Managing geopolitical risk through global energy assets

Energy & Resources | insight

Regulation and pricing risk: What could shape bp’s long-term profitability?

Energy & Resources | insight

Closing the gap: bp’s strategic pivot targets improved returns at an attractive valuation
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