energy

Fidelity International

We conducted a cross-asset scenario analysis on potential outcomes from the upcoming midterm elections in the United States. Using both a macro and a bottom-up approach, our base case was for a Democratic House of Representatives and a Republican Senate, but we also considered the possibility of a sweep in... Show More

Antipodes Partners

Electricity generation in Europe is undergoing a major transformation. Many investors think that the “new world” (i.e. renewables, batteries and smart grids) is going to wipe out the “old world” (i.e. centralised baseload generated from nuclear and fossil fuels). Whilst we do accept that there will be a transition we... Show More

Mathan Somasundaram

Local market bounced back after Friday’s bashing. Started positive before investors took profit in the last few hours. European markets were negative while US and Asian markets were directionless. China data was stable without being special while local housing data was weak and private credit data was solid. July count... Show More

Martin Conlon

“Show me the incentive and I’ll show you the outcome” ... Charlie Munger’s quip is typically insightful and relevant to many of the ructions currently facing the domestic economy, including a number of key sectors like real estate, consumer discretionary, telecommunications and energy, all of which will be examined in... Show More