ANALYSIS: As we head into 2025, here are some of the themes we believe will dominate the Australasian investment markets.
ANALYSIS: Why you don’t always get what you pay for in funds management and, within the equity market, there is no incremental reward for choosing higher risk.
ANALYSIS: A closer look into ongoing, significant underperformance of Australian smaller market capitalisation companies.
ANALYSIS: Key shifts needed to counter strong bearish sentiment.
ANALYSIS: The fact NZ banks aren’t taking on more risk than those in other countries, but generate far higher returns, is intriguing.
ANALYSIS: Stopping the bleed of NZX takeovers, shifts and delistings.
ANALYSIS: You might like to guess whether or not ChatGPT wrote this article.
ANALYSIS: Exploring one of the behavioural biases that creates opportunity for value investors.
ANALYSIS: End of tightening cycle may be in sight – but it will take time for inflation to return to target.
ANALYSIS: We can use currency hedging as a way to mitigate the risk associated with the currency exposure.
