Global Equity Strategy: Market Dynamics Remain Positive, And So Are We
We show some love to various Sectors that have not been big attention-grabbers for us in recent months, including Services, Communications,...
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Global Markets Deteriorating...Except EM
With U.S. markets stumbling, the MSCI ACWI index is breaking down to new lows: defensive Sectors remain attractive.Ā Relative to MSCI ACWI however,...
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Global Markets Outlook: Maintain Defensive Posture
Our outlook for global equity markets remains cautious and we expect additional weakness and consolidation, notwithstanding shorter-term...
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Spark Accelerates Its "Quantum Performance Improvement Program" Bringing Forward Costs and Benefits
When we last wrote aboutĀ Spark New Zealand Ltd (SPK NZ), Ian Martin highlighted the possibility of accelerating the costs of its "Agile" program...
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Don't Be Shortsighted on New Zealand's Oversupplied Energy Market
New Zealand's vertically integrated electricity generator/retailers, or "gentailers", are high-quality businesses. The most attractive at present...
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