Research
Investment ideas to watch for in 2021: Digital transformation, e-commerce, fintech and digital payments
The pace of digital transformation could see a rapid acceleration in 2021 that goes beyond communications and e-commerce, as the economy recovers and businesses spend more on cloud technology and on-premises products.
Research
Investment ideas to watch for in 2021: Green recovery
The low-carbon economy's future is now, and on track to stunt oil demand permanently below 2019’s level. A perfect storm created by the pandemic and the global economic crisis has accelerated this shift.
Research
Equity strategy investment ideas to watch for in 2021: Value, small cap and emerging markets
Stocks are likely to look through the winter macroeconomic freeze to an imminent Covid-19 vaccine in 2021, resulting in strengthening performance amid rising allocations to riskier segments of the equity market in the year ahead.
Research
Yuan could globalize on digital currency, de-dollarization steps
Popularization of the digital yuan could be a tailwind for future globalization of China's currency.
Research
Private Equity, Venture Fund Deals in Renewables Jump
Mergers and acquisitions, venture capital, and private equity investments in renewables surged 30% in 2020 compared with a year earlier, reaching $32.41 billion, according to BloombergNEF.
Article
Exploring stochastic volatility through diamond trees and the forest expansion
Stochastic volatility has been a challenging and vibrant area of quant research for many years.
Research
Oil and gas business model transition scores methodology
The BNEF business model transition scores described here assess 39 major oil and gas companies on their business model preparedness for a low carbon world.
Research
Intellectual property tax perks
The foreign-derived intangible income deduction is unlikely to attract IP to the U.S. because it doesn't stack up against overseas tax breaks.
Research
Gas inventory draws may set LNG market up for faster recovery
The surge in liquefied natural gas (LNG) prices and spot shipping rates is only seasonal and compounded by supply outages, logistical constraints and colder-than-expected weather.
Research
Steel industry recovery increasingly driven by ex-China growth
BloombergNEF has revised its near-term (2020-22) steel demand and production forecasts to reflect the most recently available industry statistics.
