Margin Call

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Margin Call

Are US markets sleepwalking into an inflationary shock?

ANALYSIS: After initial panicky response to Liberation Day tariffs, US financial markets have recovered to a level seeming to imply tariffs will have minimal impact on inflation, interest rates, and corporate profits.

Nicholas Bagnall Tue, 15 Jul 2025

Margin Call

Existential threat to traditional advertising models, practices

Margin Call

Export-led recovery ahead for New Zealand

Margin Call

Squeezing juice from a drying cash rate

Margin Call

If US exceptionalism has peaked where else can we invest?

Margin Call

Aussie equities don’t deserve special place in NZ portfolios

Margin Call

Investing lessons learned from lost decades

ANALYSIS: Pay attention to lessons from past, look to invest in underappreciated secular trends.

Chris Di Leva Tue, 06 Dec 2022

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Let’s talk about sin stocks

ANALYSIS: As awareness of ethical investing grows, consider historical outperformance of ethically murky stocks.

Paige Hennessy Tue, 29 Nov 2022

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Rising interest rates see gravity return to financial markets

ANALYSIS: With gravity again applying its traditional force on asset prices, investing may be a harder slog in years ahead.

Ashley Gardyne Tue, 22 Nov 2022

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The perils of disproportionate voting

ANALYSIS: A close look at why Class A shares carry diminished voting power compared with unlisted B shares held primarily by management interests.

Nicholas Bagnall Tue, 15 Nov 2022

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For investors, 2022 has been a basket case

ANALYSIS: But some bargains may have started to emerge.

Stephen Bennie Tue, 08 Nov 2022

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Local or global sharemarkets – where to invest?

ANALYSIS: Strategically, there are clear diversification benefits from being exposed to both the NZ and global sharemarkets.

Tue, 01 Nov 2022

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Brain drains and inflation pain

ANALYSIS: Key swing factor for NZ’s net migration outcome is relative strength between New Zealand and Australian labour markets.

Tobias Newton Tue, 25 Oct 2022

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Navigating the noise to find attractive investments

ANALYSIS: Market sell-off has created opportunities in companies not seen for a long time.

Harry Smith Tue, 18 Oct 2022

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Stronger US dollar a headwind for US big tech earnings

ANALYSIS: Extent to which profitability of some US companies gets hit by strength of the USD is surprising.

Nicholas Bagnall Tue, 11 Oct 2022

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Margin Call

Are US markets sleepwalking into an inflationary shock?

Existential threat to traditional advertising models, practices

Export-led recovery ahead for New Zealand

Squeezing juice from a drying cash rate

If US exceptionalism has peaked where else can we invest?

Aussie equities don’t deserve special place in NZ portfolios

Investing lessons learned from lost decades

Let’s talk about sin stocks

Rising interest rates see gravity return to financial markets

The perils of disproportionate voting

For investors, 2022 has been a basket case

Local or global sharemarkets – where to invest?

Brain drains and inflation pain

Navigating the noise to find attractive investments

Stronger US dollar a headwind for US big tech earnings

The (rise and) fall of Rivian

A telling off of sorts, election stress, the by-election

Jetstar-IndiGo codeshare will boost inbound Indian tourists

PwC Australia offloads restructuring team

Rocket Lab shares break US$50 as first Neutron launch nears

New Advanced Tech Institute will have a central base in Auckland

‘State of the City 2025’ – Auckland’s productivity puzzle deepens

Act's plan for more supermarket competition to push down prices

Foodstuffs North Island, Gilmours accused of cartel conduct

Large iwi group ‘flabbergasted’ at Kiwibank investment silence

Farmers argue carbon forests are a travesty

No clear path in Australia’s China dilemma