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coronavirus
If recent events have shown us anything, it’s that the world is changing and we need to adapt if we’re to thrive sustainably on this planet.
Aircraft leasing has been popular with institutional investors but faces a crisis like no other as the airline industry faces bankruptcy.
Asset bounce-backs harder to predict, the importance of contractual structures and why certain fund vintages might become problematic.
Two of Australia’s largest funds, AustralianSuper and UniSuper, have booked significant devaluations of their unlisted asset portfolios in response to the coronavirus crisis.
Highly leveraged midstream companies are likely to default on loans, but natural gas, which has not seen commodity price volatility like oil has, is one bright spot.
Airports in Australia have been hit hard by coronavirus, just as in almost every other country. How bad is the situation and what will Australian asset managers do to mitigate the impact?
The measures which, the government is adopting in light of the coronavirus pandemic, amount to $448.5m and are aimed at helping airlines and toll road users.
Transport assets are likely to be hit the hardest from the coronavirus crisis, although much will depend on the contracts behind the assets.