Analysis

Latest

Margin Call

Why passive global equity funds fall far short of market returns

ANALYSIS: Many actively managed global equity funds have produced appalling returns, but passive funds have hardly been a ‘get out of jail free’ card.

Nicholas Bagnall Tue, 23 Sep 2025

Margin Call

OpenAI’s dominance and Netflix’s Demon Hunters

Margin Call

Are we there yet? NZ equity market and company earnings

Margin Call

Reporting season report card: ‘B+ shows improvement’

Margin Call

AI dreams vs debt’s reality

Margin Call

Increased quantitative approaches risk crowding, disappointment

Book Review

Investment guru’s guide to managing debt cycle

ANALYSIS: Ray Dalio describes how countries go broke.

Nevil Gibson Sun, 06 Jul 2025

Beehive Banter

Shoplifters beware, more surgeries, SOEs, regional deals and gas

The Government is also getting tough on coward punch offences and attacks on first responders.

Brent Edwards Sat, 05 Jul 2025

Last Word

This is why nobody trusts supermarkets

ANALYSIS: It’s difficult to see how Foodstuffs North Island’s treatment of a supplier was only worth a warning.

Hamish McNicol and Calida Stuart-Menteath Fri, 04 Jul 2025

Hunter’s Corner

Someone is wrong about Trump’s Big Beautiful Bill

ANALYSIS: With US debt already near WWII levels as a percentage of GDP, one Government office says the Bill will worsen deficits by trillions. Another says the opposite. It may be wise to prepare for the downside.

Tim Hunter Fri, 04 Jul 2025

Edwards on Politics

Does the Regulatory Standards Bill meet its own standards?

ANALYSIS: Officials say other approaches have not been explored in detail.

Brent Edwards Thu, 03 Jul 2025

Underarm

Bulls whip the bears on the ASX

ANALYSIS: It was a volatile year on the ASX but, in the end, it was a triumph for the bulls. Can the rally continue or is the market cruising for a major correction?