Global Markets Outlook: Maintain Defensive Posture
Our outlook for global equity markets remains cautious and we expect additional weakness and consolidation, notwithstanding shorter-term...
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Global Ex-US Rally Underway - But Will It Last?
Coming off of oversold levels, the recent USD pullback to the prior breakout level over the last week has led to a reprieve for broad MSCI EAFE,...
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Power Points El Nino Set to Make a Splash—May 2026
April 2026 was a strong month for the electricity sector, particularly Mercury (MCY) and Genesis Energy (GNE), which both upgraded FY26 EBITDAF...
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Don't Be Shortsighted on New Zealand's Oversupplied Energy Market
New Zealand's vertically integrated electricity generator/retailers, or "gentailers", are high-quality businesses. The most attractive at present...
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Power Points Not All Megawatts Are Equal—March 2026
Contact Energy (CEN) and Genesis Energy (GNE) equity raises were to support new asset development, which remains a key focus for the sector.
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