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BehaviouralFeaturedInsights

Who is on the other side of your trade?

Why glamour stocks and lottery tickets will always be a feature of markets (Apr-26)
Insights

Misery

The market implications for small caps in the face of inflation, falling confidence and rising rates. (Mar-26)
ESGInsights

Golden handshakes are back?

ESG Observations and CY2025 Proxy Voting Report (March-26)
Artificial intelligenceInsightsReporting season

The Invisible Hand(out)

We delve into reporting season and the impacts of AI on small caps (Feb-26)
InsightsPortfolio diversificationResources

The Lucky Country Has Plenty To Offer

Why holding resources matters more than most investors admit (Jan-26)
BehaviouralFeaturedInsights

Human Nature Remains Undefeated

The one thing we would teach our children about the world in the future (Dec-25)
BehaviouralInsightsInvestment Process

Time is the Greatest Teacher

The third instalment of our Christmas gift tradition (Nov-25)
Artificial intelligenceInsights

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 intelligenceInsightsNew Zealand

Markets Fewer Investors are Watching

The impacts of pro-growth policy on the NZ economy (Sep-25)
Insights

IPO windows and the IPO berg

The IPO cycle and just how many of them are investable? (Jul-25)
InsightsLong 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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