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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

Valuations trump noisy narratives: increased caution on global equities

insight

Energy & Resources

Oil & gas macro outlook – Accelerated rebalance

thematic

You can’t be given a bloody nose twice

insight

Energy & Resources

Decommissioning – changing the mindset

thematic

Energy & Resources

Fortuna LNG deal underlines the structurally higher costs of capital seen by E&Ps

thematic

Energy & Resources

Majors – failure to make sufficient returns will raise costs of capital across the E&Ps

thematic

Earnings revisions: Gap widens between U.S. equities and earnings forecasts

thematic

Forward guidance – Trump style

thematic

Trump’s double surprise

thematic

BOE: Bank on track

insight

BOE leadership: Carney’s conundrum

thematic

US and European earnings trends: Better to travel than to arrive

thematic

Sterling: Lower for longer as the EU strikes back

thematic

Energy & Resources

Development lead times

insight

Energy & Resources

Skipper oil – heavier and more viscous than expected

insight

Energy & Resources

Mexico shale potential
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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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