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ANALYSIS: More than ever, vying for a slice of AI-related investment means being invited to the head table.

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Margin Call
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ANALYSIS: When rulers become handmaidens, we hope the economic grey rhino doesn’t turn on us.

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Margin Call
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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

ANALYSIS: The creative opportunism of an already transformative streaming service is being closely scrutinised.

Tim Chesterfield Tue, 16 Sep 2025
Margin Call

Are we there yet? NZ equity market and company earnings

ANALYSIS: Domestic company earnings growth has the potential to improve and provide investors with better returns from the local sharemarket.

Craig Stent Tue, 09 Sep 2025
Margin Call

Reporting season report card: ‘B+ shows improvement’

ANALYSIS: After unpacking the results from a number of NZX50 companies, there was a lot to like.

Jonty Nattrass Tue, 02 Sep 2025
Margin Call
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AI dreams vs debt’s reality

ANALYSIS: When trillion-dollar promises combine with the tightest spreads in history, it is time for prudent investors to remember that equity can afford to dream of trillions, credit cannot.

Matt Logan Tue, 26 Aug 2025
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