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...
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Electricity Sector: COVID-19's Modest Electric Shock
Electricity Sector COVID-19's Modest Electric Shock The Electricity Sector is resilient and we expect it to weather the COVID-19 storm well....
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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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Electricity Sector: Still Calling the Smelter's Bluff
Electricity Sector Still Calling the Smelter's Bluff The fall in electricity share prices in the past two weeks presents a buying opportunity for...
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Power Points: Silver Linings — March 2020
Power Points Silver Linings — March 2020 February 2020 was an interesting time for both the wholesale electricity market and the electricity stocks...
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