The Dangers of Safety
Since the financial crisis, high risk assets had been buffeted by a discount rate shock, notably a lift in the equity risk premium (ERP). This...
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Longs & Shorts from Sohn Sydney Conference
With all the political excitement last week, the first Sohn Sydney conference on 11th November does not appear to have received much airtime within...
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Launch of Evidente's Long Only Model Portfolio (Australia)
In this post, Evidente launches its benchmark aware, long only model portfolio for Australia for the 2017 financial year. It is designed to be a...
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Airportlink M7 Acquisition and Equity Raising. In Depth Analysis
Transurban Group was the logical buyer of the Airportlink M7 toll road in Brisbane as it would complete its southeast Queensland toll road network,...
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Acquisition Appears Attractive and Track Record Remains Stellar but Upside Seems Limited
Transurban plans to raise A$1.025bn through a 1 for 18 accelerated pro-rata renounceable Entitlement Offer, in order to fund its purchase of...
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