Anthropocene Fixed Income Institute

Woodside has been a stark underperformer in the Aussie stock market over the long term, and even more so after announcing a deal to take over BHP's oil and gas production. Credit has not budged though, and we argue that that presents an opportunity. 

(18 August 2021)

An USD65trn investor coalition is airing critique of WPLAU: we update on the relval of WPLAU CDS vs iTraxx Austalia and comment on other news such as Kexim's involvement in the Barossa gas field and how senior Australian defense profiles see climate change as the country's biggest security threat.

(23  March 2022)