Search Results for: energy

Weekly Energy Flows Energy funds are facing substantial outflows, driven by investor concerns over growth and policy uncertainties. Image: BofA Global Investment Strategy

Tech/Telecom/Healthcare vs. Financials/Energy/Materials as % of Global Equities Should long-term investors consider buying the dip in sectors such as Financials, Energy, or Materials? Image: BofA Global Investment Strategy

Energy Group Positioning Energy positioning in the 62nd percentile is still far from extreme. Image: Deutsche Bank Asset Allocation

Energy vs. S&P 500, Relative Price Performance Should investors consider overweighting their exposure to energy stocks in their portfolios? Image: BofA Global Investment Strategy

Energy vs. Consumer Discretionary Stocks Should investors remain long energy stocks? Image: BofA Global Investment Strategy

U.S. Energy Equities vs. U.S. Tech Sector Equities Should investors continue to overweight U.S. energy equities? Image: Goldman Sachs Global Investment Research

Resources (Energy + Materials) Flows Will resources (energy + materials) continue to experience inflows? Image: BofA Global Investment Strategy

FMS Investors – Net % Overweight Energy FMS investors continue to overweight energy. Image: BofA Global Fund Manager Survey

Consensus Net Income – S&P 500 vs. S&P 500 ex Energy Have U.S. equities fully priced in the risk of recession? Image: Morgan Stanley Research

Energy Crisis – Germany 2-Year Asset Swap Spreads Could the Germany energy crisis turn into a deep recession? Image: BofA Global Investment Strategy

Oil – World Primary Energy Consumption Will oil continue to dominate primary energy consumption? Image: Gavekal, Macrobond