ANALYSIS: More than ever, vying for a slice of AI-related investment means being invited to the head table.
ANALYSIS: Is AI a structural foundation for long-term returns, or simply the accessory currently drawing all the attention?
ANALYSIS: Why monthly CPI reporting will strengthen economic policy in New Zealand.
ANALYSIS: When rulers become handmaidens, we hope the economic grey rhino doesn’t turn on us.
ANALYSIS: Many actively managed global equity funds have produced appalling returns, but passive funds have hardly been a ‘get out of jail free’ card.
ANALYSIS: The creative opportunism of an already transformative streaming service is being closely scrutinised.
ANALYSIS: Domestic company earnings growth has the potential to improve and provide investors with better returns from the local sharemarket.
ANALYSIS: After unpacking the results from a number of NZX50 companies, there was a lot to like.
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.
ANALYSIS: Quant investing feeds on the psychological biases of active investors making decisions based on qualitative judgment.