ANALYSIS: SaaS has been particularly hard hit by the phenomenon now known as ‘vibe coding’.
ANALYSIS: End of tightening cycle may be in sight – but it will take time for inflation to return to target.
ANALYSIS: We can use currency hedging as a way to mitigate the risk associated with the currency exposure.
ANALYSIS: It is important to follow the politics of the countries you invest in.
ANALYSIS: The extent to which the returns of different stocks correlate with each other is important.
ANALYSIS: The RBNZ response to high levels of inflation the economy has been experiencing.
ANALYSIS: Looking at the key drivers intensifying mortgage and deposit competition in Australia.
ANALYSIS: Inflation-linked bonds in high inflation times – good concept but how have they fared?
ANALYSIS: Silicon Valley had a more serious issue well before the run on its funds.
ANALYSIS: Shareholders stepped in to do board’s job to get higher offer after directors recommended inadequate initial offer.