Viewpoints about Oil
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Strengths and weaknesses across emerging markets: COVID-19’s uneven impact
The coronavirus pandemic is hitting some emerging-market economies harder than others. Join an EM equity specialist for a (virtual) global tour.
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Top searched finance terms of 2018
Year-end lists can contain insight for investors when thinking about the year ahead. We present the top searched-for finance-related terms in 2018.
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The energy sector still requires caution and patience
Oil producers face a long struggle to adapt their capital intensive business models to the realities of low cost oil, constraining an already narrow set of equity opportunities within energy.
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Supermajor energy companies provide opportunity amid turmoil
Despite the uncertainty of oil prices, there's an argument to be made that improving cash flows and compelling valuations make supermajor energy companies attractive at today’s prices.
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Indiscriminate selling has created buying opportunities in high yield
While the challenges faced by issuers in the energy space are significant, the sell-off across the high-yield market has led to opportunities in some attractively priced companies.
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Low oil and profits: the worst may be behind us
The falling price of oil is one of the most potent themes to emerge from our network of asset managers and researchers in recent months. While the near-term risks to equities outweigh potential rewards, the picture is not all bad.
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