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...
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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...
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
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....
538 Views