January 2012

Putting a Floor Under Oil Prices

Only three years ago, it was thought that Saudi Arabia – the largest oil exporter and second largest producer in the world – could generate large budget surpluses with oil at $70/barrel. In recent weeks, new estimates state that the country would need oil at $75/barrel just to balance the budget – never mind trying…

Dividend Growth Opportunities

One of the most glaring benefits of weak global equity markets over the last year has been the fact that dividend yields are at their most attractive levels in nearly 30 years. This is especially so when we compare dividend yields to government bond yields. This has been a rare event over the last six…
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