News & Updates
Previous Insights 2016
Previous News and Updates
Winter Re:Think: Q3 2016
More than one price for illiquidity
Winter Re:Think: Q3 2016
Infrastructure debt – a way to access the infrastructure illiquidity premium for funds with net outflows
Winter Re:Think: Q3 2016
Do you really need T+3 liquidity for your entire defensive portfolio?
Winter Re:Think: Q3 2016
Do we have consistent views on diversification?
Winter Re:Think: Q3 2016
Defensive portfolios in a world of 2% bond rates
Winter Re:Think: Q3 2016
Can’t get enough banks
Winter Re:Think: Q3 2016
Bond Market Concentration
Winter Re:Think: Q3 2016
Asset volatility by sector
Infradebt Insights: Q4 2016
Sectoral exposure to rising interest rates
Infradebt Insights: Q4 2016
Is it time to rethink the asset allocation of conservative member investment choices?
Infradebt Insights: Q2 2016
WTF? – A private placement at negative interest rates?
Infradebt Insights: Q2 2016
What’s different about infrastructure debt – ratings agency studies?
Infradebt Insights: Q2 2016
Low base rates – an issue infrastructure equity investors can’t ignore
Infradebt Insights: Q1 2016
When power becomes a worthless by-product – peculiar incentives from the Renewable Energy Target
Infradebt Insights: Q1 2016
Peak trade?
Infradebt Insights: Q1 2016
High Speed Rail and Airports:
Quarterly Newsletter: Q4 2016
Markets update
Quarterly Newsletter: Q3 2016
Relative to the last two quarters markets have been more subdued.
Quarterly Newsletter: Q2 2016
Costco and Brexit – what a month!
Quarterly Newsletter: Q1 2016
Well the start of 2016 certainly wasn’t one for the faint hearted!
