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.
ANALYSIS: Why equity markets outside of the US are likely to outperform the US market in the event of a major market correction.
ANALYSIS: The impact of the election was visible in every global asset class and completely investible. That is not normal.
ANALYSIS: And AI is hungry for the next bite.
ANALYSIS: Think about the idea that investors can make the largest contribution to mitigating climate change by owning, and therefore encouraging, high emitters to decarbonise.
ANALYSIS: But it masks a bigger risk for investors – a government debt crisis.
ANALYSIS: The maxim ‘birds of a feather flock together’ often seems to apply as strongly to the sharemarket as it does to ornithology.
ANALYSIS: What does the hunger of AI and data centres signal for energy demand and resources?
