ANALYSIS: It’s important investors making decisions about allocating funds to US or global equities, and fund managers managing portfolios of global equities, do so with an awareness of the downside risks.
ANALYSIS: Summing up the direction of AI in 2026.
ANALYSIS: Solar disruption is moving from niche adoption to a central role in New Zealand’s energy landscape.
ANALYSIS: Regarding recently heard comments around fixed-rate bond investments versus floating-rate bond investments.
ANALYSIS: In 2025, Australia seemed to have achieved the enviable soft landing – but was victory declared too early?
ANALYSIS: A lot of growth investors seemingly fool themselves into believing that they’ve got much more insight into the future than their historical track records would support.
ANALYSIS: Are we witnessing the unwinding of the exuberant artificial intelligence trade, or is it another episode in the cycle of market psychology?
ANALYSIS: The numbers tell a story of resilience, generally strong provisions and capital, and low loan impairments.
With housing affordability back to mid-2010s levels, monetary policy likely to ease further, and operator discipline improving, the sector offers clean leverage to a housing recovery.
ANALYSIS: A handful of NZX-listed companies are finally rotating their auditors, but progress remains sluggish.
