ANALYSIS: As we head into 2025, here are some of the themes we believe will dominate the Australasian investment markets.
ANALYSIS: Most commodities are essential for our modern standard of living, so why are they so volatile?
ANALYSIS: Regulators and governments must balance competing forces of higher financial costs of policies and their immediate impact on people and business.
ANALYSIS: Does it really make sense to have over 60% of your offshore investments there?
ANALYSIS: If you think a company must be ‘value’ because its share price is down 50%, look again.
ANALYSIS: The reopening of China will likely have far-reaching impacts for many Kiwi companies.
Analysis: Australian sharemarket shines globally.
ANALYSIS: Growth companies’ share prices came under fire in 2022, but strong returns are the reward when pessimism proves unjustified.
ANALYSIS: Try to invest with management teams truly focused on adding value over the longer term and weed out short-term opportunists.
ANALYSIS: Small cap investing has been challenging in 2022, so what differentiates market cap levels for investors?
