Portfolio Update: October 2026 — NZ Dollar at a Crossroads
This past month brought us currency volatility as the election beckoned. It served as a timely reminder of the benefits of global diversification.
Old-School Industry, New-School Tech: A Hidden Edge?
Everyone is talking about the next big tech breakthrough. But what if the real opportunity is hiding in a traditional business quietly doing the hard yards?
The Most Boring Business in Finance: Why It Keeps Paying
Most investors are obsessed with the potential of AI. But are they forgetting an old-fashioned sector that offers compelling value and income?
Rising Sun: A New Chapter for Japanese Finance
Japan is finally awakening from three decades of slumber. As the tide turns, a profound transformation is underway. Could a financial renaissance be on the horizon?
Ageing Assets: The Surprising Cycle of a Profitable Niche
Most investors are looking for the next shiny new thing. But here’s a rebellious thought: what if the best value is actually hiding in ageing assets?