Margin Call

ANALYSIS: The asset class offers attractive returns and diversification but investors need to understand the long-term and illiquid nature of the investments.

Tue, 22 Jul 2025

Margin Call

Are US markets sleepwalking into an inflationary shock?

ANALYSIS: After initial panicky response to Liberation Day tariffs, US financial markets have recovered to a level seeming to imply tariffs will have minimal impact on inflation, interest rates, and corporate profits.

Nicholas Bagnall Tue, 15 Jul 2025

Margin Call

Existential threat to traditional advertising models, practices

ANALYSIS: Mad Men, 2025: How AI is remaking and remonetising ads, and who is leading the race.

Tim Chesterfield Tue, 08 Jul 2025

Margin Call

Export-led recovery ahead for New Zealand

ANALYSIS: The strength in our export sector comes at a useful time, as the domestic New Zealand economy seems to have hit an air pocket in Q2.

Hamish Pepper Tue, 01 Jul 2025

Margin Call

Squeezing juice from a drying cash rate

ANALYSIS: Yes, rates are falling, but your returns don’t have to.

Liam Donnelley Tue, 24 Jun 2025

Margin Call

If US exceptionalism has peaked where else can we invest?

ANALYSIS: While diversification is important, there is no need to sell some of history’s most successful companies just because of where they are domiciled.

Mark Brighouse Tue, 17 Jun 2025

Margin Call

Aussie equities don’t deserve special place in NZ portfolios

ANALYSIS: An unusual aspect of how New Zealanders allocate our share portfolios is that we exhibit a strong ‘neighbour bias’.

Nicholas Bagnall Tue, 10 Jun 2025

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Analysis

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Margin Call

The AI-driven electricity surge...

Technology, competition and risk are reshaping Australian banking

Briscoes rockets into the NZX 50

The perpetual evolution of private equity

Are US markets sleepwalking into an inflationary shock?

Existential threat to traditional advertising models, practices

Technology, competition and risk are reshaping Australian banking

Briscoes rockets into the NZX 50

The perpetual evolution of private equity

Are US markets sleepwalking into an inflationary shock?

Existential threat to traditional advertising models, practices

Export-led recovery ahead for New Zealand

Squeezing juice from a drying cash rate

If US exceptionalism has peaked where else can we invest?

Aussie equities don’t deserve special place in NZ portfolios

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