ANALYSIS: The second of a four-part series on the global car industry.
ANALYSIS: What were the big reasons for the poor performance of this particular portfolio relative to the benchmark?
ANALYSIS: To what extent, if any, do DIMS managers deviate from best practice as regards portfolio management by directing clients’ assets to their own fund management businesses?
ANALYSIS: There can be good reasons to trust your adviser to make portfolio decisions on your behalf. But you can’t totally avoid responsibility.
ANALYSIS: In investment plans, advisers need to clearly differentiate between safe income and income from realised capital gains so clients are aware of risks.
ANALYSIS: When financial advisers match clients to appropriate asset allocation via risk profiling, reality affected by several complicating variables.
ANALYSIS: How the fund management industry has responded to retail investors’ love affair with yield.
ANALYSIS: Many investors believe the dividend yield of a stock or fund is the most important criteria in determining its attractiveness,
ANALYSIS: What discount rate should be employed to properly account for the time value of money and the risks implicit in a solar energy project?
ANALYSIS: Whakatāne benefits from one of the highest sunshine hours in New Zealand.