Auckland Airport: Lower Aero Flight Plan
Auckland Airport Lower Aero Flight Plan The profile of Auckland Airport’s (AIA) aeronautical earnings through its next regulated pricing period has...
981 Views
Transport Titbits — Reporting Season Themes
Transport Titbits — Reporting Season Themes Over the past two weeks a number of NZX listed transport companies have reported their latest financial...
1.6k Views
Global Equity Strategy: Bearish with the Exception of EM.
Our cautious outlook and expectation for continued downward consolidation for global equities remains intact. Broad global indexes (MSCI ACWI, ACWI...
726 Views
Global Equity Strategy: Bouncing off Lows, China Perking Up
Concerns over perceived U.S. central bank policy missteps have been somewhat alleviated following dovish takeaways from Fed Chair Powell’s comments...
548 Views
Global Equity Strategy: Opportunities in Japan and India
Our outlook for ex-U.S. markets (MSCI ACWI ex-U.S. index, local currency) remains neutral - bordering on cautious. Our concern stems from the...
465 Views