ANALYSIS: Capitalist economies tend to thrive when businesses can safely assume that governments will treat them fairly and consistently and that changes in regulations and taxes will be driven by broad policy objectives rather than erratic favouritism.
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.
ANALYSIS: It is important to follow the politics of the countries you invest in.
ANALYSIS: The extent to which the returns of different stocks correlate with each other is important.
ANALYSIS: The RBNZ response to high levels of inflation the economy has been experiencing.
ANALYSIS: Looking at the key drivers intensifying mortgage and deposit competition in Australia.
ANALYSIS: Inflation-linked bonds in high inflation times – good concept but how have they fared?
ANALYSIS: Silicon Valley had a more serious issue well before the run on its funds.