Thematics

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

thematic

Energy & Resources

Porcupine Basin Phase 2

thematic

Energy & Resources

Conoco sells Senegalese discovery blocks – fair price?

insight

Energy & Resources

Tullow – convertible bond issue

thematic

Brexit, Fed: a short squeeze

thematic

Fed boxed in by yield curve

thematic

Beware of buy and hold

thematic

Energy & Resources

Exploration Watch – Porcupine Basin

thematic

Brexit: Ultimately unlikely

thematic

Energy & Resources

Bonds vs Equity vs Oil

thematic

Was there a “plaza” accord after all?

insight

ECB – Using the bazooka

Latest

Financials | insight

Q425 reflections: Bullish on equities

Investment Companies | insight

Inside the mind of the investor: Holland Advisors