Neil's Monthly Updates

To view Neil’s most recent monthly updates, please click on the link below:

November 2025

October 2025

September 2025

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Market Research

Get the latest market insights and trends from our internal research experts.

Market Ethos - January 12, 2025

Ethos rewind: the year’s biggest themes

The world knows that we have too much oil; the market knows this, the forward energy curve knows this, and hence oil is trading where it was five years ago.

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Investor Strategy - January 2026

2026 Outlook: Questions on the year ahead

We could argue a Santa Claus rally seems unlikely, considering it appears Santa came really early this year and already dropped presents into investment accounts.

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