Summerset Group Holdings (SUM) is a leading operator and developer of integrated retirement / aged-care villages in New Zealand, and is starting to expand in

A bumper crop
March saw another very solid month of returns for the funds, helped by strong performances from our stock holdings. As expected, the upward

In this week’s Monday Market Highlights, Equity Trading Manager Will McVeagh covers the continued focus on the macro landscape, with large moves in rates, commodities

In this week’s Monday Market Highlights, Credit Analyst Remy Morgan discusses month and quarter-end, with US stock markets finishing strong. Federal Reserve Governor Waller spoke

In this week’s Monday Market Highlights Investment Analyst Jerram Lindsay discusses last week’s FOMC meeting, with the 2024 median dot plot unchanged. This coincided with

In this week’s Monday Market Highlights, Dealer Brendan Larsen covers US CPI data which came in ahead of expectations, along with producer price data which

This blog is an introduction to the Data Centre (DC) sector, and addresses some of the structural benefits the industry is receiving from generative AI.
New

In this week’s Monday Market Highlights, Investment Analyst Kate Power discusses Federal Reserve Chair Jerome Powell’s testimony on the semi-annual monetary policy report, including the

Uber can be thought of as the largest transportation company in the world. It has been a pioneer in the ride-hailing and broader gig economy.

Newton’s 1st Law: An object in motion remains in motion
February delivered broadly positive fund performance for the fourth month in a row. The year-to-date theme

In this week’s Monday Market Highlights Equity Trading Manager Will McVeagh covers the global stock market high, with the Asian market leading the charge, and

Why corporate bonds are looking more attractive relative to equities
Throughout the pandemic and up until 2022, the relatively low interest rate environment has made it