How to reignite a sector slowly losing its way
The European energy sector has underperformed the broader European market over the past three years by 3.4% on an annualised basis.
Oil and gas stocks rise amid escalating tensions
Natural resource and population tailwinds
The strong underlying demand growth in liquefied natural gas (LNG) sets the global gas market apart from the oil market, where a managed decline in long-term production seems to be the most plausible future scenario.
Saudi Arabia's successful 'Future Investment Initiative' ('Davos in the desert') last month and the much-anticipated listing of Aramco have reminded us of the potential of the Gulf region for investors.
The world’s economies are at different stages in the business cycle.
It has been hard to comprehend negative yields in Germany, let alone Greece.
Too much focus on isolated events