Search Results for: energy

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

Market – Biotech ETF vs. Energy ETF (Price Relative) Will the rotation from inflation to deflation assets continue? Image: BofA Global Investment Strategy

Median S&P 500 Company Year/Year EBIT Margin Growth (Excluding Financials and Energy) Profit margins for the median S&P 500 firm are expected to decline significantly. Image: Goldman Sachs Global Investment Research

Energy Sector vs. Fed Funds Rate Should investors expect oil prices to fall when the Fed hikes rates? Image: Real Investment Advice

Europe Runs on a Mix of Energy Will the Russia-Ukraine conflict accelerate the development of renewable energy in Europe? Image: BofA Global Research

S&P 500 Energy Sector Valuations The valuation of the energy sector remains cheap relative to the S&P 500. Image: Topdown Charts

Energy Sector Indexed Total Return and Brent Crude Oil 3-Year Forward The energy sector is expected to rise further this year. Image: Goldman Sachs Global Investment Research

Inflation – MSCI ACWI Energy vs. Consumer Discretionary Price Relative Historically, real assets tend to perform well in inflationary environments. Image: BofA Global Investment Strategy

Stocks – Energy and Financial Stocks on Rising Yields Will 2022 be a good year for energy and financial stocks? Image: TS Lombard

Valuation – Energy Price-to-Book and Relative Price-to-Book vs. S&P 500 Measured by the price-to-book ratio, the energy sector looks relatively cheap. Should investors expect energy stocks to rise in 2022? Image: BofA US Equity & Quant Strategy