Baring says oil rout way overdone
Negativity toward the oil sector is so widespread that the market is pricing in virtually zero growth, according to Baring Asset Management.
Oil
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Neptune says oil price could stay low for 20 years
Sub $50 oil could be the norm for the next decade or two, according to Neptune Investment Management investment director and head of research Chris Taylor.
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Reflationary cheap oil effect still to come – Kernohan
Over the past twelve months, the sharp fall in the price of oil has impacted the GDP of the main oil producing economies, , global headline inflation rates and oil related capex.
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Oil could drop below $20 a barrel in next six months – Artemis
Oil prices could below $20 a barrel in the next six months, says Artemis’ Cormac Weldon, and even the climb back up may not be worth investment.
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Pick up oil stocks now and reap medium-term rewards – Franklin Templeton
Investors who invest in the flagging oil trade now will reap the rewards five year down the line, according to Franklin Templeton’s Dylan Ball.
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PA ANALYSIS: BP profits battered, should oil investors expect more pain?
The sharp fall in BP’s profit was expected, but should investors be expecting more of the same going forward?
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BP announces further cost-cutting following Q2 profit slide
BP is readying itself for further declines in the oil price following a halving in quarterly profits, the firm has announced in its Q2 2015 results.
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PA ANALYSIS: Mobius move a sign of the growth and value gap
With Mark Mobius stepping back from the helm of Templeton Emerging Markets after 26 years, you can’t help but feel that his conviction in the ‘Big Cs’ – commodities and consumers – has of late dented his standing.
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The five worst funds of the first half
With Central bank liquidity and geopolitics continuing to have undue sway over asset prices it is no surprise to see a number of single country funds bringing up the rear in the race for performance over the first half of the year – especially their big weighting in commodities.
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Finsbury investors should be more concerned about oil than inflation – Train
Finsbury Growth and Income Trust manager, Nick Train believes the firm’s strategy will be sensitive to movements in the oil price over the short term.
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Investors stay discerning amid renewed oil optimism
Energy company share prices may appear attractive at face-value, but managers remain stock-focused amid renewed sector optimism.
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Shell shares shake off profit plunge
Royal Dutch Shell shares have shaken off a 56% plunge in profits revealed this morning.
