ANALYSIS: It is reasonable to assume that American companies will spend more than US$1 trillion on AI infrastructure over the next five years.
In a declining market it's easier to see which fund managers have been taking more risk.
ANALYSIS: Homebuilders: A fantastic bargain or toxic waste?
ANALYSIS: How impact investing can differ depending on the assets.
ANALYSIS: The pandemic has played havoc with earnings comparisons but market indicators do not bode well.
ANALYSIS: Implications for ESG investing.
ANALYSIS: Further bond yield rises could affect value of growth companies.
ANALYSIS: Motivation matters for performance - as Team NZ may find out when they defend the Cup in Spain.
ANALYSIS: Structural growth of new-energy materials present unique implications for long-term investors.
ANALYSIS: History suggests the price weakness will have knock-on effects for dwelling consents and property developers.
