Power Points: COVID Eliminated from Electricity — June 2020
Power Points COVID Eliminated from Electricity — June 2020 Looking at the electricity statistics for May 2020 and it is almost impossible to tell...
118 Views
Power Points: Priced to OUTPERFORM — May 2020
Power Points Priced to OUTPERFORM — May 2020 We are upgrading Meridian Energy (MEL) and Mercury (MCY) to OUTPERFORM in a sector-wide call that we...
199 Views
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...
299 Views
Power Points: Sector Powers Down — April 2020
Power Points Sector Powers Down — April 2020 The Electricity Sector has seen the sharpest and largest fall in electricity demand in history,...
327 Views
Equity Strategy: The Dividend Hit Has Only Just Started
Equity Strategy The Dividend Hit Has Only Just Started The politics of dividend distribution will heavily influence how corporates navigate...
469 Views