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Margin Call
4

Squeezing juice from a drying cash rate
Margin Call

If US exceptionalism has peaked where else can we invest?
Margin Call
11

Aussie equities don’t deserve special place in NZ portfolios
Margin Call
5

Nvidia: The ‘bubble’ that wasn’t
Margin Call

Is the Australian sharemarket lucky, resilient or both?
Margin Call

Time to look again at telco stocks

ANALYSIS: Some telco valuations are based on an unduly gloomy view of their prospects.

Nicholas Bagnall Tue, 15 Mar 2022
Margin Call
16

Russia tanks its own sharemarket

ANALYSIS: Tanks and banks are both rapidly moving.

Stephen Bennie Tue, 08 Mar 2022
Margin Call
1

Bond market signals no recession despite rising interest rates

ANALYSIS: Moving into actual tight monetary conditions may not be needed.

The Harbour Asset Management team
 Tue, 22 Feb 2022
Margin Call
3

Pricing power: A valuable investment characteristic in uncertain times

ANALYSIS: Sharemarket volatility is reflective of uncertainty, but also provides patient investors with opportunity.

Robbie Urquhart
 Tue, 15 Feb 2022
Margin Call
3

When growth stops

ANALYSIS: Remember to consider how the market will value that company once the growth slows down.

Nicholas Bagnall Tue, 08 Feb 2022
Margin Call
5

‘Buy the dip’ investment may have had its day

ANALYSIS: Why 2022 could be the year of buying selectively.

Stephen Bennie Tue, 01 Feb 2022
Margin Call

What does the interest rate shift mean for equity markets?

ANALYSIS: Markets have started to see a wash-out of some of the excesses in valuations.

Andrew Bascand Tue, 25 Jan 2022
Margin Call
2

Themes for 2022 and implications for asset allocation

ANALYSIS: A constructive view for markets this year.

Bevan Graham and Greg Fleming
 Tue, 18 Jan 2022
Margin Call
5

Thematic growth stocks: consider base rates

ANALYSIS: Slow and steady does it.

Ashley Gardyne Tue, 21 Dec 2021
1 17 18 19 20 21 22
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