ANALYSIS: Is AI a structural foundation for long-term returns, or simply the accessory currently drawing all the attention?
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.
ANALYSIS: The initial dopamine hit of expanding into a new market is often fleeting as reality bites and the realisation of what you bought sets in.
ANALYSIS: Understanding flows of money between different sectors of the economy can help us understand the source of profits across the corporate sector.
ANALYSIS: Google’s monopoly in what we call ‘search’ is illegal.