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Columnist

Nicholas Bagnall

Nicholas Bagnall is chief investment officer of Te Ahumairangi Investment Management.

Nicholas Bagnall's Articles

US equities are unusually expensive

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Tue, 26 Nov 2024

Understanding equity market ‘style factors’

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Tue, 22 Oct 2024

How the flow of funds in the economy affects corporate profits

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Tue, 17 Sep 2024

Are the cashflow kings becoming capex kings?

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Tue, 13 Aug 2024

Risk is real in investing

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Tue, 02 Jul 2024

What will be the next big thing?

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Tue, 04 Jun 2024

Making sense of volatility

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Tue, 30 Apr 2024

Will the market share your bullish views when the tide goes out?

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Tue, 26 Mar 2024

Home bias plus passive investment equals distorted markets

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Tue, 20 Feb 2024

Paradoxes and pitfalls of measuring average returns

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Tue, 16 Jan 2024

Company results: noise, trend or seasonal effect?

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Tue, 21 Nov 2023

Higher bond yields are a challenge for US equity valuations

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Tue, 10 Oct 2023
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