News & Updates

Previous Insights 2016

Previous News and Updates
Winter Re:Think: Q3 2016
Whole of fund liquidity caps – too simplistic?
Winter Re:Think: Q3 2016
Where are your hurdle rates leading you?
Winter Re:Think: Q3 2016

Scale anomaly – cash and fixed income performance by large superannuation funds

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!

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