ANALYSIS: Final of a three-part series on the incredible case of a Canadian carpenter who became an options trader.
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.
ANALYSIS: How NZL values its assets and an estimate of the total return from a portfolio of dairy farms.
ANALYSIS: The management of NZL is undertaken by a separate entity, unlike many other large listed property companies which are self-managed.