Our latest issue of Financial Digest is out now. Click on the link below to read an online copy. This issue discusses the quarter to 30 September 2025 and contains great articles to help keep your investments on track.
Financial Digest Issue 6: Out Now Read More »
Kiwi investors are being caught by a new “pump and dump” scam, says the Financial Markets Authority (FMA). FMA Director of Markets, Investors and Reporting, John Horner says: “As we start World Investor Week, aimed at educating and protecting investors, it is timely to remind Kiwi investors about this latest version of the deepfake impersonation
FMA Issues Warning On ‘Pump and Dump’ Investor Scams Read More »
The Magnificent Seven—Apple, Microsoft, Amazon, Alphabet, Meta Platforms, Nvidia, and Tesla—continued to dominate the US equity landscape during the September quarter. These seven companies now represent more than a third of the S&P 500’s total market capitalisation, underscoring their outsized influence on broader market movements. Their performance has become a key driver of index returns,
US Markets Spotlight: The Magnificent Seven Read More »
SHORT AND SWEET Nvidia, at more than US$4 trillion in market capitalisation, is the largest stock to ever exist. The company’s quarterly earnings announcements have become Super Bowl-like events. In its August 2025 release, Nvidia reported past 12-month earnings that were over 60% higher than this time last year, compared to an approximately 14% rise
Are Nvidia’s Earnings Big Enough For You? Read More »
Markets, much like fashion, are never fixed. What is in vogue today can be overlooked tomorrow, only to return in style a few seasons later. The same applies to equity investing. Value, growth and quality all rotate in and out of favour, shaped by the macro backdrop and investor sentiment. Over the past year, the
Style Rotation in the Investment Wardrobe Read More »
During the quarter, global equity markets experienced solid gains, supported by positive investor sentiment and ongoing optimism around technological innovation. Central banks, including the US Federal Reserve and the Reserve Bank of New Zealand, played a stabilising role by maintaining or signalling supportive monetary policies amidst muted economic activity and evolving inflation dynamics. Despite periods
Economic Commentary: Quarter End 30 September 2025 Read More »
Our latest issue of Financial Digest is out now. Click on the link below to read an online copy. This issue discusses the quarter to 30 June 2025 and contains great articles to help keep your investments on track.
Financial Digest Issue 5: Out Now Read More »
In this issue, we review a favourite that we have been listening to for some time. Steven Bartlett’s podcast, The Diary of a CEO, offers bold, insightful perspectives on entrepreneurship, leadership, and innovation—making his podcast and book invaluable resources for forward-thinking investors and is why we feature him in both categories. Podcast Review The Diary
What We Like: July 2025 Read More »
From Omaha Beginnings to Global Icon Warren Buffett’s story is a classic American tale. Born in Omaha, Nebraska, in 1930, he demonstrated a knack for business from a remarkably young age. By age six, he was buying six-packs of Coca-Cola and selling individual bottles for a profit; by his teens, he was running a lucrative
End of an Era: Warren Buffett Retires Read More »
Investing isn’t just about what you grow, it is also about how you grow it. The right investment structure creates a controlled environment that nurtures performance while shielding against unnecessary losses. In New Zealand, one of the most effective structures for achieving tax-efficient investment growth is through a Portfolio Investment Entity (PIE) fund. PIEs function
How PIEs Create Space for Tax-Efficient Growth Read More »
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