ANALYSIS: As we head into 2025, here are some of the themes we believe will dominate the Australasian investment markets.
ANALYSIS: Right now, generative AI is the ‘Big Thing’ in global equity markets. And equity markets also remain excited about GLP-1 weight-loss drugs. What may be next?
ANALYSIS: What the sharemarket has factored in or not.
ANALYSIS: It will require careful balance of ambition and environmental stewardship to ensure the digital future is bright and sustainable.
ANALYSIS: It seems that even mega-cap tech growth stocks have a habit of changing their (valuation) spots over time.
ANALYSIS: CEOs of NZX50 companies have itchy feet – is this an omen for future shareholder returns?
ANALYSIS: What Nvidia and coin-tossing gods teach us about financial markets.
ANALYSIS: When JPMorgan Chase & Co moves into bailout mode, consider becoming a buyer too.
ANALYSIS: Japan is finding favour in a world where others, such as China and Europe, are facing more grave challenges.
ANALYSIS: The theory and practice of currency hedging.
