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Radio Commentary Articles

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Low oil prices mean Keep On Truckin'.

02 September, 2015

Low oil prices mean Keep On Truckin'

Volatility in oil prices is at an historic high this year with new dynamics in production increasing supply and a slower economic climate decreasing demand. Frank Jasper explains the unusual twists involved in this tale and what it means for Kiwis filling up their car.
AUDIO
Is Google now an alpha bet?.

18 August, 2015

Is Google now an alpha bet?

Google recently announced it is changing it's name to Alphabet and splitting their business into two parts — the core internet search engine we know and use called Google and a separate unit to house its visionary ideas. Senior Portfolio Manager Roger Garrett discusses the motivations for the change and delves into some of their visionary ventures.
AUDIO
Are recent interest rate cuts actually a silver lining?.

04 August, 2015

Are recent interest rate cuts actually a silver lining?

The Reserve Bank of New Zealand has cut interest rates twice in the last two months in an attempt to keep our economy in good shape. Unlike other major economies such as the US we actually have the ability to do this. Senior Portfolio Manager David McLeish discusses how important this flexibility is in light of the current environment.
AUDIO
Credit growth a positive for Aussie economy.

28 July, 2015

Credit growth a positive for Aussie economy

The latest quarterly business credit demand index for Australia paints a positive picture of the Aussie economy. Senior Portfolio Manager Manuel Greenland digs below the headline numbers and analyses the most important key trends and insights.
AUDIO
The second coming of the dot com bubble?.

21 July, 2015

The second coming of the dot com bubble?

Jet.com launched in the US this week promising to offer customers better prices on millions of items than the mighty Amazon.com. Frank Jasper evaluates the Jet.com business model and asks whether we're seeing the same type of hype that we saw at the height of the dot com bubble in the late 1990's.
AUDIO
Global Volatility: Rising in the East and Setting in the West.

15 July, 2015

Global Volatility: Rising in the East and Setting in the West

With the Chinese market in free fall and Greece finally accepting Europe's bailout deal, one problem becomes averted for another. Senior Portfolio Manager Roger Garrett explores whether the global situation has been contained and what we may expect to see as a result.
AUDIO
Disruptive technologies not always the end of an industry?.

07 July, 2015

Disruptive technologies not always the end of an industry?

Disruptive technology has had a major impact on many well established industries especially film and photography. However, Fujifilm is enjoying a significant resurgence in the sale of instant film. Mark Brighouse discusses how the trend of consumers wanting it now and high barriers to entry are combining to challenge accepted thinking.
AUDIO
Can short term hiccups present long term investment opportunity?.

23 June, 2015

Can short term hiccups present long term investment opportunity?

A short term stumble by a company often affords investors the opportunity to buy high quality assets at sale prices. Frank Jasper talks with Larry Williams about how to assess whether the hiccup is an opportunity or a threat.
AUDIO
Bursons acquisition of Metcash good for investors.

16 June, 2015

Bursons acquisition of Metcash good for investors

Australian portfolio holding Bursons Autoparts announced yesterday it's acquiring Metcash Automotive Holdings. Senior Portfolio Manager Manuel Greenland analyses the drivers of the deal and why it's a good move for shareholders.
AUDIO
The successes and failures of fashion retailers.

09 June, 2015

The successes and failures of fashion retailers

Managing Director Carmel Fisher talks with Larry Williams about recent fashion retail news; David Jones buying Kirkcaldies, Pumpkin Patch's downward slide and the founder of Zara becoming the second-richest person in the world.

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