Margin Call

ANALYSIS: There are parallels between 2023 and other periods following central bank hiking cycles to suggest that fixed income could be ready for a resurgence.

Ashley Gardyne Tue, 19 Sep 2023

Margin Call

What drives margins?

ANALYSIS: In understanding a company’s potential future operating margins, it’s often useful to understand how its economic characteristics compare.

Nicholas Bagnall Tue, 12 Sep 2023

Margin Call

The ‘one-off loss’ – a corporate cure-all

ANALYSIS: A closer look at what this means, in particular with regard to recent SkyCity provision and impairment announcement.

Stephen Bennie Tue, 05 Sep 2023

Margin Call

Is A2 Milk the canary in the coal mine ...

ANALYSIS: ... pointing to a structural Chinese slowdown?

Øyvinn Rimer Tue, 29 Aug 2023

Margin Call

Will Rio Tinto stay or will they go (now)

ANALYSIS: For the first time Rio/NZAS do not hold all of the negotiating cards.

Jason Lindsay Tue, 22 Aug 2023

Margin Call

Forecasting long-run returns from the US sharemarket

ANALYSIS: Ultimately, the value of an investment in shares is linked to the ability of the underlying companies to distribute cash to shareholders.

Nicholas Bagnall Tue, 15 Aug 2023

Margin Call

The NZ economy and the read through to NZ equities

ANALYSIS: Let’s be objective.

Zoie Regan Tue, 08 Aug 2023

Margin Call

ETS – Eventually turns stable?

ANALYSIS: If the announced government review is successful, a change could help all parties by incentivising gross reductions.

Jamie Young Tue, 01 Aug 2023

Margin Call

After the inflation peak

ANALYSIS: Investors should gradually gain confidence in most assets, as pessimism in outlook for economy gives way to understanding that highly restrictive monetary policy has done its job.

Andrew Bascand Tue, 25 Jul 2023

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Analysis

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Margin Call

SaaS: Architecture of impermanence – end of easy-growth era

China’s growth cooled late 2025; what NZ investors can expect

FPH and CSL: A tale of two healthcare heavyweights

Rio Tinto-Glencore: Will this time be different?

What is the downside risk for US equities?

Investment, infrastructure, inference, big money players

Equities the winner in 2023, but don’t forget about fixed income

What drives margins?

The ‘one-off loss’ – a corporate cure-all

Is A2 Milk the canary in the coal mine ...

Will Rio Tinto stay or will they go (now)

Forecasting long-run returns from the US sharemarket

The NZ economy and the read through to NZ equities

ETS – Eventually turns stable?

After the inflation peak

Manuka Doctor owner named in domestic abuse claims

Has firing a bad employee just got easier?

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