Investors' Chronicle Shell & BP, how to be a better investor and Liontrust: The Companies and Markets Show
Jun 27, 2025
In this engaging discussion, news editor Alex Hamer unpacks the swirling rumors of a Shell and BP merger amidst volatile oil markets, all while examining the implications for both companies. Val Cipriani dives into behavioral finance, revealing how understanding biases can significantly enhance investing strategies. The talk shifts focus to Liontrust, an asset manager facing challenges with outflows, where insights on their latest performance results provide a sobering look at the current investment landscape.
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Shell-BP Merger Speculation
- The rumored Shell-BP merger was denied, but speculation remains due to strategic and market factors.
- Shell's stronger performance versus BP fuels merger talks and potential future bids.
Oil Price Pressure on Strategies
- BP and Shell's strategies depend on oil prices higher than current levels.
- Continuing low prices threaten dividends, buybacks, and asset sales success.
BP's US Assets Attract Shell
- Shell's interest in BP includes BP's US unconventional assets and refining holdings.
- BP's portfolio mix and asset overlap might complicate any merger benefits.