Insights
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.
Read MoreWhat 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.
Read MoreForecasting 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.
Read MoreRisk 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.
Read MoreGenerative AI: A few bad guesses
NBR Articles, Published 30th May 2023
You might like to guess whether or not ChatGPT wrote this article.
Read MoreHow much Diversification?
NBR Articles, Published 25th April 2023
How diversified should an investment portfolio be?
Read MoreAmerica’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.
Read MoreDoes 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.
Read MoreFads Attract Cads
NBR Articles, Published 20th December 2022
Investing in a business is generally a long-term commitment.
Read MoreThe 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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