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2022 will go down in history for a number of reasons (Ukraine, energy/ commodity price volatility, UK Prime Minster turnover, Covid finally breaking through in numbers in NZ, and a record drop in house prices among other headlines) but from an investor’s perspective, the biggest story has been the return
The Football Ferns recently come from behind to earn a 2-1 win over the Philippines. The Kiwi women found themselves a goal down moments before entering the halftime break, but the Ferns responded emphatically in the second half, drawing level courtesy of a penalty to Meikayla Moore, before outstanding captain
Whilst predicting short term share market returns is difficult at the best of times. The longer-term trend is easier to read. What we do know is the power of compounding interest. Albert Einstein reportedly said “Compound interest is the eighth wonder of the world. He who understands it, earns it;
From the beginning of the 2021/22 tax year Inland Revenue announced that family trusts in New Zealand must all now have an IRD number and will need to provide more information in their annual income tax returns. This will require some work on the part of trustees to ensure that
On the 27th of July the NZ Climate Commission published its advice to the government relating to our Emission Trading Scheme (NZETS) settings. Limits and price control settings for emissions units in NZ are updated annually to ensure there is a five-year look ahead period at any point in time.
There are lots of different rules and guidelines bandied around when it comes to investing. I have spent much of my career trying to avoid catching falling knives or buying on rumour and selling on news – you may have your own personal favourite. But one of the earliest ones
Morningstar maintains it’s NZD 8.00 (Currently $6.24) fair value estimate for shares in a2 Milk following the release of fiscal 2022 earnings. Underlying EBITDA of NZD 196 million was a 59% lift on the previous corresponding period, or PCP, and 14% higher than our prior forecast. Despite increasing pricing pressure
Amid the storm of market volatility in the first half of 2022, health care was among the few areas that offered investors some shelter. That may not be surprising, considering that demand for services in the sector tend to hold up regardless of market volatility or the economic cycle. In
I had the pleasure of talking to Meikayla during her post season after a hectic year where her team, Liverpool, won the FA Women’s Championship. But life as a professional footballer is never dull, with Meikayla about to join up with her Football Ferns teammates for games against Norway and
For example, if an Investment Trust holds $100m in assets, and borrows a further $10m, it will have $110m in assets invested and hopefully generating a return. This is referred to as 10% gearing. The Manager can use this borrowed cash to take larger positions in conviction stocks, or take
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