ANALYSIS: An unusual aspect of how New Zealanders allocate our share portfolios is that we exhibit a strong ‘neighbour bias’.
ANALYSIS: A deep dive into its unassailable position in artificial intelligence.
ANALYSIS: The markets’ ongoing evolution, particularly the pivot towards growth-focused and more offshore earnings companies, may continue to translate to continued solid long-term returns for investors.
ANALYSIS: The decline in IPO activity is not confined to a single region, and the reasons are varied and interlinked.
ANALYSIS: Shares in the world’s largest footwear and apparel manufacturer have fallen 68% since November 2021.
ANALYSIS: It is reasonable to assume that American companies will spend more than US$1 trillion on AI infrastructure over the next five years.
ANALYSIS: President Donald Trump can be seen on one level as a modern-day circus ringmaster ... under his platform, the markets are positively acrobatic.
ANALYSIS: The Achilles heel for the US – the funding of a large fiscal deficit via the US bond market – has been exposed.
ANALYSIS: James Grenon’s campaign to reshape NZME’s board signals more than shareholder activism – it’s a reminder of how fast governance risk can move from footnote to front page.
ANALYSIS: After a year-long investigation, the ACCC inquiry into Australian supermarkets failed to identify price gouging – so what’s next?
