ANALYSIS: Regarding recently heard comments around fixed-rate bond investments versus floating-rate bond investments.
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.
ANALYSIS: Market sell-off has created opportunities in companies not seen for a long time.
ANALYSIS: Extent to which profitability of some US companies gets hit by strength of the USD is surprising.
ANALYSIS: Some issues with orthodox ‘balanced’ investment strategies and some suggestions on mitigating them.
ANALYSIS: But employment not house prices a key indicator of problems.
ANALYSIS: Companies should be aware of the signals they send with dividend notices.
ANALYSIS: Geopolitical tensions have led companies to start talking about the importance of ‘just-in-case’ rather than ‘just-in-time’ supply chains.
ANALYSIS: What investors can look at to understand risks of a picture of profitability painted by a company’s accounts.
