ANALYSIS: SaaS has been particularly hard hit by the phenomenon now known as ‘vibe coding’.
ANALYSIS: What Pacific Edge and SkyCity teach us about managing regulatory risk.
ANALYSIS: If the ‘cycle’ is indeed starting to turn for the better, institutional and retail investors alike will be inundated with new investment opportunities.
ANALYSIS: Why you don’t always get what you pay for in funds management and, within the equity market, there is no incremental reward for choosing higher risk.
ANALYSIS: A closer look into ongoing, significant underperformance of Australian smaller market capitalisation companies.
ANALYSIS: Key shifts needed to counter strong bearish sentiment.
ANALYSIS: The fact NZ banks aren’t taking on more risk than those in other countries, but generate far higher returns, is intriguing.
ANALYSIS: Stopping the bleed of NZX takeovers, shifts and delistings.
ANALYSIS: You might like to guess whether or not ChatGPT wrote this article.
ANALYSIS: Exploring one of the behavioural biases that creates opportunity for value investors.