ANALYSIS: The question is – international fixed interest, and if not, why not?
ANALYSIS: Attractive investment opportunities do exist and will continue to exist in renewable energy.
ANALYSIS: Separating the trend from the noise over results season involves both art and science. Good analysis can help you avoid jumping to conclusions too early.
ANALYSIS: The wolf has been huffing and puffing; will the retail, office, and industrial building market still stand?
ANALYSIS: A fair perspective is to say that monetary policy appears to be ‘working’ in New Zealand.
ANALYSIS: More choices generally allow active managers to exhibit their skill level over time, versus short-term periods of good or bad luck.
ANALYSIS: A new government does not meaningfully change the prevailing fundamentals for most companies.
ANALYSIS: The recent result season presented a large number of ‘one-off losses’. What is happening and what does it mean?
ANALYSIS: For most of history, the earnings yield on the US equity market has been higher than US Treasury bond yields.
ANALYSIS: The jump in higher interest rates over the past few weeks has brought about concerns that asset prices may need to adjust down.