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: Ultimately, 2023 was a year of ‘what if’s and ‘maybes’.
ANALYSIS: Investigating the difference between arithmetic average returns and geometric average returns finds some mathematical trickery and also an element of truth.
ANALYSIS: Due to the ever-increasing build rate, the operators’ overall portfolio of retirement villages was not of a vintage that generated positive free cashflow.
ANALYSIS: The year that's been turned out better than expected, so what's on the cards for the 12 months ahead?
ANALYSIS: The question is – international fixed interest, and if not, why not?
ANALYSIS: Attractive investment opportunities do exist and will continue to exist in renewable energy.
ANALYSIS: Separating the trend from the noise over results season involves both art and science. Good analysis can help you avoid jumping to conclusions too early.
ANALYSIS: The wolf has been huffing and puffing; will the retail, office, and industrial building market still stand?
ANALYSIS: A fair perspective is to say that monetary policy appears to be ‘working’ in New Zealand.
