ANALYSIS: SaaS has been particularly hard hit by the phenomenon now known as ‘vibe coding’.
ANALYSIS: Try to invest with management teams truly focused on adding value over the longer term and weed out short-term opportunists.
ANALYSIS: Small cap investing has been challenging in 2022, so what differentiates market cap levels for investors?
ANALYSIS: Pay attention to lessons from past, look to invest in underappreciated secular trends.
ANALYSIS: As awareness of ethical investing grows, consider historical outperformance of ethically murky stocks.
ANALYSIS: With gravity again applying its traditional force on asset prices, investing may be a harder slog in years ahead.
ANALYSIS: A close look at why Class A shares carry diminished voting power compared with unlisted B shares held primarily by management interests.
ANALYSIS: But some bargains may have started to emerge.
ANALYSIS: Strategically, there are clear diversification benefits from being exposed to both the NZ and global sharemarkets.
ANALYSIS: Key swing factor for NZ’s net migration outcome is relative strength between New Zealand and Australian labour markets.