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: As awareness of ethical investing grows, consider historical outperformance of ethically murky stocks.
ANALYSIS: With gravity again applying its traditional force on asset prices, investing may be a harder slog in years ahead.
ANALYSIS: A close look at why Class A shares carry diminished voting power compared with unlisted B shares held primarily by management interests.
ANALYSIS: But some bargains may have started to emerge.
ANALYSIS: Strategically, there are clear diversification benefits from being exposed to both the NZ and global sharemarkets.
ANALYSIS: Key swing factor for NZ’s net migration outcome is relative strength between New Zealand and Australian labour markets.
ANALYSIS: Market sell-off has created opportunities in companies not seen for a long time.
ANALYSIS: Extent to which profitability of some US companies gets hit by strength of the USD is surprising.
ANALYSIS: Some issues with orthodox ‘balanced’ investment strategies and some suggestions on mitigating them.
