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: ... pointing to a structural Chinese slowdown?
ANALYSIS: For the first time Rio/NZAS do not hold all of the negotiating cards.
ANALYSIS: Ultimately, the value of an investment in shares is linked to the ability of the underlying companies to distribute cash to shareholders.
ANALYSIS: Let’s be objective.
ANALYSIS: If the announced government review is successful, a change could help all parties by incentivising gross reductions.
ANALYSIS: Investors should gradually gain confidence in most assets, as pessimism in outlook for economy gives way to understanding that highly restrictive monetary policy has done its job.
ANALYSIS: What Pacific Edge and SkyCity teach us about managing regulatory risk.
ANALYSIS: If the ‘cycle’ is indeed starting to turn for the better, institutional and retail investors alike will be inundated with new investment opportunities.
ANALYSIS: Why you don’t always get what you pay for in funds management and, within the equity market, there is no incremental reward for choosing higher risk.
