Transport Titbits — Trans-Tasman Bubble
Transport Titbits — Trans-Tasman Bubble Politicians on both sides of the Tasman are talking up the potential for trans-Tasman borders to reopen....
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Equity Strategy: Institutional Model Portfolio
Equity Strategy Institutional Model Portfolio The near term outlook for both economic activity and markets remain highly uncertain, despite the...
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Auckland Airport: Flight to Equity Defies Border Closures
Auckland Airport Flight to Equity Defies Border Closures NEUTRAL Auckland Airport (AIA) is raising up to NZ$1.2bn of equity to placate its lenders...
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Auckland Airport: Update Provides Some Capex Clarity
Auckland Airport Update Provides Some Capex Clarity Auckland Airport (AIA) is substantially reducing its near term capex with a number of projects...
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Equity Strategy: COVID-19 Winners, Losers, and Big Losers
Equity Strategy COVID-19 Winners, Losers, and Big Losers The impact of COVID-19 will be far reaching and very significant across our companies...
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