ANALYSIS: In 2025, Australia seemed to have achieved the enviable soft landing – but was victory declared too early?
ANALYSIS: When rulers become handmaidens, we hope the economic grey rhino doesn’t turn on us.
ANALYSIS: Many actively managed global equity funds have produced appalling returns, but passive funds have hardly been a ‘get out of jail free’ card.
ANALYSIS: The creative opportunism of an already transformative streaming service is being closely scrutinised.
ANALYSIS: Domestic company earnings growth has the potential to improve and provide investors with better returns from the local sharemarket.
ANALYSIS: After unpacking the results from a number of NZX50 companies, there was a lot to like.
ANALYSIS: When trillion-dollar promises combine with the tightest spreads in history, it is time for prudent investors to remember that equity can afford to dream of trillions, credit cannot.
ANALYSIS: Quant investing feeds on the psychological biases of active investors making decisions based on qualitative judgment.
ANALYSIS: ... and the challenges it presents in the fourth industrial revolution.
ANALYSIS: The sector’s broader trajectory is that digitisation is no longer a differentiator but a baseline requirement.