May 12, 2026
Who is on the other side of your trade?
Why glamour stocks and lottery tickets will always be a feature of markets (Apr-26)
April 14, 2026
Misery
The market implications for small caps in the face of inflation, falling confidence and rising rates. (Mar-26)
March 12, 2026
The Invisible Hand(out)
We delve into reporting season and the impacts of AI on small caps (Feb-26)
December 12, 2025
Time is the Greatest Teacher
The third instalment of our Christmas gift tradition (Nov-25)
November 12, 2025
No One Asked Michelangelo About His Chisel
The edge in investing isn’t found in spreadsheets, but in the insight behind it (Oct-25)
October 13, 2025
Markets Fewer Investors are Watching
The impacts of pro-growth policy on the NZ economy (Sep-25)
September 9, 2025
Active Large Cap Managers Face Small Cap Levels of Volatility
Insights into the latest reporting season (Aug-25)
August 12, 2025
IPO windows and the IPO berg
The IPO cycle and just how many of them are investable? (Jul-25)
July 17, 2025
Lessons from Private Equity investing for public markets
How publicly listed companies can borrow from private equity playbooks. (Jun-25)
May 13, 2025
The Discipline and dangers of systematic investing
We explore the link between Homer’s Sirens and systematic investing (April-25)