ANALYSIS: As we head into 2025, here are some of the themes we believe will dominate the Australasian investment markets.
ANALYSIS: While it may not be clear what or how right now, ‘Magnificent 7’ boardrooms will be laser-focused on leading that race.
ANALYSIS: Picking the next M&A target might be a less likely strategy for developing wealth.
ANALYSIS: Investors are hoping to focus less on the pain of the current downturn and are more looking through to the eventual economic, and profits, recovery.
ANALYSIS: Hidden risk lurks in New Zealand’s top companies, too many of them turning a blind eye to lessons of Wirecard and Enron bankruptcies.
ANALYSIS: Why the intersection of the two should be on every investment manager’s radar.
ANALYSIS: Conventional finance theory typically describes investor preferences in the two dimensions of expected return and risk.
ANALYSIS: A recent trip to China reveals on-the-ground consumer insight.
ANALYSIS: Are Kiwis using their cash investments wisely or are there better alternatives?
ANALYSIS: Despite differences, it’s one of the things they have in common that draws the most pertinent lessons for personal investors.
