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)
April 11, 2025
Active small cap investing – turning volatility into alpha
We look at how small cap managers turn volatility into alpha (March-25)
March 13, 2025
Key takeaways from reporting season
A rundown of small-cap reporting season. (February-25)
February 16, 2025
Long term consumer tech winners
A look at the success factors for consumer tech businesses (January-25)
February 4, 2025
Sometimes there’s just not enough cake
ESG Observations and 1H2025 Proxy Voting Report (January-25)