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: 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?
ANALYSIS: China’s plans to boost its economy are likely to have significant global implications.
ANALYSIS: Synlait Milk is a case study for when asset backing is no longer enough to support valuation.