ANALYSIS: It is important to distinguish between high-quality and low-quality companies.
ANALYSIS: China’s DeepSeek-R1 may have firmly punctured the narrative that AI progress requires infinite spending.
ANALYSIS: There are promising benefits but significant challenges, primarily due to the extreme conditions involved.
ANALYSIS: The rise of passive investing is unlikely to slow any time soon, but investors should remain mindful of its potential pitfalls.
ANALYSIS: Even if the Aussie Big Four banks beat analyst FY25 earnings expectations ... will the share price momentum continue or run out of steam?
ANALYSIS: A lot of people have a lot of money invested in Tesla.
ANALYSIS: Donald Trump, Elon Musk, debt ceiling, executive orders, AI and policy directions... It is going to be a very interesting year.
ANALYSIS: As we head into 2025, here are some of the themes we believe will dominate the Australasian investment markets.
ANALYSIS: A well-diversified New Zealand bond portfolio should include both corporate and government bonds.
ANALYSIS: Politicians should maybe heed the lessons of the Truss government and make sure they maintain the confidence of the bond market.
