Higher bond yields are a challenge for US equity valuations: Identifying the biggest losers

NBR Articles, Published 10th October 2023

US long-term bond yields have risen about 1.4 percentage points in the last 6 months.

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What drives margins?

NBR Articles, Published 12th September 2023

When considering a company's long-term profits, we often focus on sales changes and assume profitability follows suit.

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Forecasting long-run returns from the US share market

NBR Articles, Published 15th August 2023

Every day, a reader of market commentary and broker research will come across numerous views on how the share market is likely to perform for investors over time.

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Risk in Retirement

NBR Articles, Published 4th July 2023

Last week, I read an article in Stuff discussing whether $1 million was a sufficient pool of savings to provide for someone’s retirement.

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Generative AI: A few bad guesses

NBR Articles, Published 30th May 2023

You might like to guess whether or not ChatGPT wrote this article.

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How much Diversification?

NBR Articles, Published 25th April 2023

How diversified should an investment portfolio be?

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America’s Zombie Banks

NBR Articles, Published 28th March 2023

Many reports on the recent collapses of Silicon Valley Bank, Signature Bank of New York, and Credit Suisse have attributed these collapses mainly to sudden withdrawals of funds by depositors.

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Does it really make sense to have over 60% of your offshore investments in the United States?

NBR Articles, Published 14th February 2023

Investors in mainstream New Zealand based global funds, multi asset class funds, or KiwiSaver funds invariably have a large exposure to the United States.

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Fads Attract Cads

NBR Articles, Published 20th December 2022

Investing in a business is generally a long-term commitment.

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The Perils of Disproportionate Voting

NBR Articles, Published 15th November 2022

If you were putting up the majority of the capital required to establish or fund a business, would you allow your business partner uncontestable control over the finances and direction…

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