ANALYSIS: Is AI a structural foundation for long-term returns, or simply the accessory currently drawing all the attention?
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.
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?