Tiwai Point: Should I stay or should I go

Jeremy Hutton, 02 Mar 2022

The seemingly never-ending question of will NZAS (New Zealand Aluminium Smelter) stay or go from Tiwai Point may finally have

Read
Card networks: the Levi’s of the digital payment gold rush

Daniel Wu, 24 Feb 2022

Since the beginning of the pandemic, fintech, and particularly digital consumer payments, has been the new hotness. While Australian investors

Read
Managing Downturns – a tale of an African corn store

Gareth Stythe, 24 Feb 2022

In between graduating from university and starting work, I volunteered for a charity that built birthing suites in remote villages

Read
What’s fuelling the energy transition?

16 Feb 2022

As the world transitions to a low carbon future, an array of pathways to achieve this goal are taking shape.

Read
Microsoft’s US$70 billion Acquisition Cements the Evolution of Gaming

Stephanie Batchelor, 08 Feb 2022

Microsoft has been a key player in the gaming industry since the early 2000’s when it introduced the Xbox to

Read
Month in a Minute: January ’22

Frances Sweetman, 04 Feb 2022

Portfolio Manager and Head of Sustainable Investment, Frances Sweetman discusses the month’s key highlights in 60 seconds.
New year, new regime
January

Watch
Stock Story: AMETEK

Alexander Whight, 04 Feb 2022


 
A high quality industrial company you may never have heard of AMETEK is a US listed, differentiated global industrial conglomerate.

Watch
How will corporates spend their excess cash and what does this mean for investors? Part II

Ian Robertson, 02 Feb 2022

Capital allocation is expected to continue to migrate towards capex, shareholder returns and M&A. Implications from this spend is case-by-case, but it is increasingly important for debt investors to know the capital allocation intentions of their investments and remain active in managing their portfolios to help position to benefit from some of these trends as well as avoid pitfalls of others.

Read