ANALYSIS: It is reasonable to assume that American companies will spend more than US$1 trillion on AI infrastructure over the next five years.
ANALYSIS: Picking the next M&A target might be a less likely strategy for developing wealth.
ANALYSIS: Investors are hoping to focus less on the pain of the current downturn and are more looking through to the eventual economic, and profits, recovery.
ANALYSIS: Hidden risk lurks in New Zealand’s top companies, too many of them turning a blind eye to lessons of Wirecard and Enron bankruptcies.
ANALYSIS: Why the intersection of the two should be on every investment manager’s radar.
ANALYSIS: Conventional finance theory typically describes investor preferences in the two dimensions of expected return and risk.
ANALYSIS: A recent trip to China reveals on-the-ground consumer insight.
ANALYSIS: Are Kiwis using their cash investments wisely or are there better alternatives?
ANALYSIS: Despite differences, it’s one of the things they have in common that draws the most pertinent lessons for personal investors.
ANALYSIS: Right now, generative AI is the ‘Big Thing’ in global equity markets. And equity markets also remain excited about GLP-1 weight-loss drugs. What may be next?
