Predictions for 2015


What themes will be hot in 2015?

Last year I wrote a blog outlining some of the key themes that we expected to attract attention in 2014. We cast a quick eye back on how these predictions panned out and then look forward to assess what we expect to be the top five hot picks in 2015.

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A Crude Read-Across For Solar


From its peak at the end of June, the oil price had lost a third of its value by the beginning of December. As a consequence, November proved to be a pretty dark month for the oil and gas industrial complex. ExxonMobil, Chevron and the other oil majors were down between 6-9% during November, and some of the companies in the industry’s supply-chain, particularly those exposed to US shale oil activities, were hit even harder. Weir and Flowserve, for example, which make pumps for shale oil and gas fracking were down 18% and 13% respectively.

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