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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

Energy & Resources

Oil Macro outlook 2016 – oversupply in the short term

insight

Metals & Mining

Mining Research Principles – Finding fundamental value

thematic

Energy & Resources

Oil & gas macro outlook – Oversupply short term, lower break-even long term

thematic

Global market sell-off-are we nearly there yet

thematic

Energy & Resources

Governments need to adapt to the oil price too

thematic

Energy & Resources

Exploration Watch – West of Shetland

thematic

Profits expectations declining as fast as 2008

thematic

Why the Spanish election is being largely ignored by investors

thematic

FED flips, flops, flips?

thematic

ECB: Sins of omission

thematic

The grow slow years

insight

FOMC October minutes – No surprise; No reaction

thematic

Energy & Resources

100% success rate continues offshore Mauritania/Senegal

thematic

Paris terror unlikely to be a market event

thematic

Fed Governors’ speeches – bias to tighten in Dec

thematic

Fed flip, market flops?
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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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