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

My year in books – a 2023 review

A selection of good reading for the summer.

Nevil Gibson Sun, 24 Dec 2023

Beehive Banter

Mini budget, Aussie relations, Xmas rush and monetary policy

ANALYSIS: Nicola Willis used opening of books to attack former government's fiscal and economic management.

Brent Edwards Fri, 22 Dec 2023

Australia

2023: Australia’s year of political volatility

ANALYSIS: Peter Dutton’s conservative coalition was written off at the beginning of the year. Not any more.

Lachlan Colquhoun Thu, 21 Dec 2023

Edwards on Politics

100-day action plan the easy part as challenges loom

ANALYSIS: The real work will begin when the Government starts replacing legislation it has repealed.

Brent Edwards Thu, 21 Dec 2023

Law

Sticky fingers and burger wars: odd moments in IP law 2023

ANALYSIS: As we head into the silly season, it is time to look back on some unusual and interesting intellectual property and marketing law news that hit the headlines in 2023.

Raymond Scott Wed, 20 Dec 2023

Margin Call

Retirement stocks: show me the money!

ANALYSIS: Due to the ever-increasing build rate, the operators’ overall portfolio of retirement villages was not of a vintage that generated positive free cashflow.