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.
ANALYSIS: Yes, rates are falling, but your returns don’t have to.
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.
ANALYSIS: An unusual aspect of how New Zealanders allocate our share portfolios is that we exhibit a strong ‘neighbour bias’.
ANALYSIS: A deep dive into its unassailable position in artificial intelligence.
ANALYSIS: The markets’ ongoing evolution, particularly the pivot towards growth-focused and more offshore earnings companies, may continue to translate to continued solid long-term returns for investors.
ANALYSIS: The decline in IPO activity is not confined to a single region, and the reasons are varied and interlinked.
ANALYSIS: Shares in the world’s largest footwear and apparel manufacturer have fallen 68% since November 2021.
ANALYSIS: It is reasonable to assume that American companies will spend more than US$1 trillion on AI infrastructure over the next five years.
ANALYSIS: President Donald Trump can be seen on one level as a modern-day circus ringmaster ... under his platform, the markets are positively acrobatic.
