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Who is on the other side of your trade?
Why glamour stocks and lottery tickets will always be a feature of markets (Apr-26)
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Misery
The market implications for small caps in the face of inflation, falling confidence and rising rates. (Mar-26)
ESG
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Golden handshakes are back?
ESG Observations and CY2025 Proxy Voting Report (March-26)
Artificial intelligence
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Reporting season
The Invisible Hand(out)
We delve into reporting season and the impacts of AI on small caps (Feb-26)
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Portfolio diversification
Resources
The Lucky Country Has Plenty To Offer
Why holding resources matters more than most investors admit (Jan-26)
Behavioural
Featured
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Human Nature Remains Undefeated
The one thing we would teach our children about the world in the future (Dec-25)
Behavioural
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Investment Process
Time is the Greatest Teacher
The third instalment of our Christmas gift tradition (Nov-25)
Artificial intelligence
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No One Asked Michelangelo About His Chisel
The edge in investing isn’t found in spreadsheets, but in the insight behind it (Oct-25)
Artificial intelligence
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New Zealand
Markets Fewer Investors are Watching
The impacts of pro-growth policy on the NZ economy (Sep-25)
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Reporting season
Small caps vs large caps
Active Large Cap Managers Face Small Cap Levels of Volatility
Insights into the latest reporting season (Aug-25)
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IPO windows and the IPO berg
The IPO cycle and just how many of them are investable? (Jul-25)
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Long term investing
Lessons from Private Equity investing for public markets
How publicly listed companies can borrow from private equity playbooks. (Jun-25)
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