ANALYSIS: CEOs of NZX50 companies have itchy feet – is this an omen for future shareholder returns?
ANALYSIS: Director independence is a contentious assessment at times but is a vital consideration of any company.
ANALYSIS: Suggestion that markets inflated by home bias potentially have greater downside if markets do suffer a serious crash.
ANALYSIS: This article looks at some possible kind surprises for 2024 – yes, wishful thinking.
ANALYSIS: These numbers suggest that banks are not over-earning relative to capital employed.
ANALYSIS: The trick is not to de-risk too much. Even relatively small allocations can provide a valuable hedging benefit.
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?