Margin Call

ANALYSIS: Largest driver in growth of fixed assets for Amazon, Microsoft, and Alphabet is growth in demand for cloud services; two other drivers could be cause for concern.

Nicholas Bagnall Tue, 13 Aug 2024

Margin Call

Arms race in tech stocks – will we see an industry reset?

ANALYSIS: While it may not be clear what or how right now, ‘Magnificent 7’ boardrooms will be laser-focused on leading that race.

Tim Chesterfield Tue, 06 Aug 2024

Margin Call

When rates fall, equity M&A comes to play

ANALYSIS: Picking the next M&A target might be a less likely strategy for developing wealth.

Andrew Bascand Tue, 30 Jul 2024

Margin Call

Stick or twist? What surprise RBNZ pivot means for your portfolio

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.

Tobias Newton Tue, 23 Jul 2024

Margin Call

Time for a change: the need for audit firm rotation in NZ

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.

Zoie Regan Tue, 16 Jul 2024

Margin Call

AI-led and pandemic-caused workplace disruption: flow-on effects

ANALYSIS: Why the intersection of the two should be on every investment manager’s radar.

Tim Chesterfield Tue, 09 Jul 2024

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Analysis

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Margin Call

The investment wardrobe – why diversification is always in style

Driving in the rearview mirror

Central banks and the risk of fiscal dominance

Why passive global equity funds fall far short of market returns

OpenAI’s dominance and Netflix’s Demon Hunters

Are we there yet? NZ equity market and company earnings

What does equity market concentration really tell us?

Strategic asset allocation: it’s game on for NZ fixed interest

Evaluating investment opportunities? Market, industry or company?

Are the cashflow kings becoming capex kings?

Arms race in tech stocks – will we see an industry reset?

When rates fall, equity M&A comes to play

Stick or twist? What surprise RBNZ pivot means for your portfolio

Time for a change: the need for audit firm rotation in NZ

AI-led and pandemic-caused workplace disruption: flow-on effects

PGG Wrightson plumbs new depths

Eroad co-CEO resigns as focus shifts from US to NZ eRUC market

Bolger, delayed Du Val, frosty Neals, Simpsonillionaire

Why is the FMA trying to kill capital markets?

Dealmakers 2025: Adviser focus – BDO

ASB Classic tennis launches $40k debenture seating programme

‘It’s got a lot more potential,’ largest Rockit shareholder says

How New Zealand exported both logs and jobs

MyFarm’s Rockit apple fund tipped into voluntary administration

Government will rely on technological advances to cut methane

Finbase blames its lawyers for FMA warning

Minister confident shipyard will deliver two new ferries on time