Hopefully you receive our monthly enewsletter – Forefront, which presents the publicly available research we undertake. That material can also be found on our website. For your quick reference however, we have published the following material in the last quarter.
Frontier Line 158 – Opportunity in the Midst of Chaos
Frontier Line 159 – Valuation Conundrum: A Deeper Look at Listed and Unlisted Assets
Frontier Line 160 – Superannuation Performance: Risk in this Volatile Period
Frontier Line 161 – Network Level Challenges Facing Australian Renewables
Frontier Line 162 – Relative Value Multi-Asset Hit Rate Analysis
Frontier Line 163 – ‘Balanced’ may not be balanced for older members
Frontier Line 164 – Understanding China A-Shares
Real Assets Quarterly – June 2020
Frontier Investment Updates
Since markets began their recent tumble, we have released 48 Investment Updates to clients. You can access all Investment Updates on our Partners Platform. If you don’t have access, please contact your consultant.
2 April: Currency; and Alternatives Performance Update
3 April: Currency; Alternatives; and Unlisted Valuations Update
6 April: Macro Environment; and Policy Response Update
7 April: Alternatives; Debt; Equities; and Infrastructure Sector Valuations Update
9 April: Property Sector Valuations
14 April: Australian Private Debt; and Equity Re-balancing Considerations
16 April: Alternatives Investment Opportunities; and Multi Asset Update
21 April: Alternatives; and Money Market Liquidity Update
24 April: China COVID-19 Recovery
28 April: Distressed Credit
5 May: Chart Pack Release
13 May: Oil Prices and Equity Markets
2 June: Chart Pack Release
16 June 2020: Property Trends
22 June 2020: Property Trends
