Tag: Simon Angelo
Fog Over the Thames: Is Britain About to Surprise the World?
Brexit was a pivotal moment for the UK. But out of the ashes of pessimism, a new financial phoenix is rising. Could this be a fresh start?
Portfolio Update: May 2026 — Steady Performance Against Turmoil
How do you ride out market volatility? By building a robust portfolio. Here’s why we’re embracing new opportunities in the counter-cycle.
The West’s Secret Weapon: A Billion Dollar Bet on New Tech
A stampede of new unicorns is due to hit the market soon. What’s the best way for Kiwi investors to gain exposure? We take a critical look at one emerging possibility.
Behind the Iron Curtain: A Rising Economy?
This Eastern European country was once dismissed as an ugly duckling. But now the winds of change are blowing. Is a transformation about to happen?
Looking North: A Value Opportunity in Canada?
Yes, America has the hottest market in the world. But another gateway is now opening to the north. Here’s why savvy investors are paying attention.
The AI Enabler Up 1,700% in 5 Years
Artificial intelligence is already reshaping our world. As the global economy hungers for new infrastructure, could this hardware business offer credible upside?
The Most Hated Market in the World: Is This an Opportunity?
Most investors are following the herd. But are they overlooking a wild frontier opportunity on the edge of the map? Here’s what they could be missing.
Portfolio Update: April 2026 — Onwards and Up 6.35%
Blink and you’ll miss it. The jitters from the Iran war have receded, giving way to a spectacular market rally. Here’s how we caught this positive wave.
Modern Warfare: The Race to Dominate the Battlefield
War is an inescapable part of the human experience. Could this stunning new innovation reshape the battlespace for generations to come?
Crisis or Opportunity? The Great Power Struggle of Our Age
Are we entering a new era of geopolitical competition? As the global landscape shifts before our eyes, a fresh opportunity could be emerging for brave investors.
Infratil vs. the Income Machine
Infratil was a trailblazer in Kiwi infrastructure investing. But with global competition on the rise, is it time for investors to cast the net wider?
The Property Engine Powering Europe’s Hidden Growth Story
It’s no secret that the property boom in New Zealand has faded. But new opportunities are now beckoning overseas. Is it time to reposition?
Portfolio Update: March 2026 — Navigating the Strait of Fear
The conflict in the Persian Gulf has rattled global markets. But look beyond the fear. For value investors, this is the moment to buy the dip.
When the Water Turns Brown: NZ’s Infrastructure Reckoning
We tend to take our country’s assets for granted. But squeezed budgets are now creating a structural challenge. Where do we go from here?
The Angel Investing Company Up 600% in 5 Years
Hungry investors are always searching for the next big unicorn. But caution is needed. Could there be a balanced way to gain exposure to new startups?