Multi-asset managers have traditionally delivered stable, reliable returns with good downside awareness. However, recently there has been a shift towards persistent underperformance. Challenges are sector…
Virtually all equities markets globally returned positive performance for the quarter ended June 2020, although, for the full year, performance was mixed. We’ve analysed data…
The Australian electricity system has experienced significant disruption in recent years driven by a rapid buildout of new renewable energy generation capacity. Our energy network…
As the coronavirus pandemic has changed the world, valuations of many listed assets have plummeted compared to unlisted assets. There are a number of factors…