Article tagged with 'Octagon Asset Management'
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SaaSacre – Generational buying opportunity or Great Value Destroyer?
29 Apr 2026 - Octagon Asset Management Equity Analyst James Cameron asks whether AI will kill SaaS companies or will some prosper?
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Should you care about Aged Care?
03 Dec 2025 - It’s never easy to pick turning points for a particular company or the economy. But therein lies the opportunity. After a bruising few years, is now a good time to revisit the investment case for New Zealand’s listed aged-care operators?
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Briscoes goes into the NZX50
27 Aug 2025 - What its recent surge says about the investing landscape in New Zealand
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Why the Market Reacts the Wrong Way to Good or Bad News
23 Jul 2025 - On the Random Walk Down Wall Street equity markets won't always behave exactly how you’d expect.
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Fin Ed is Good Ed
19 Jun 2025 - For most Kiwis growing up in New Zealand financial education was a hands-on experience. We’d earn $1 from weekly chores, deposit 50 cents into our Post Office savings account, and spend the rest at the tuck shop—back when 50 cents could buy heaps and even leave you with change.
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Sky TV's Rights Negotiation goes into Extra Time
28 Apr 2025 - Price increases are never welcome but sometimes, on rare occasions, we can soften that blow by offsetting ourselves in the market. For instance, accepting a 12-14% insurance premium increase from your insurer Tower is a lot easier to digest when your Tower shares return over 120% in the same year. For the good of the shareholders, you start to say…
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Passive Investing is Impassive on Valuation
24 Mar 2025 - It’s difficult to approach the topic of passive investing without acknowledging one’s own inherent bias. After all, careers have been built on the premise that active investing adds value. No matter how much we try and attempt to set biases aside – your author know they are unlikely to succeed.
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Credit where credit’s due
24 Feb 2025 - The past couple of years have been challenging for domestic bond investors. The Bloomberg NZ Bond Composite 0+ Yr Index declined approximately 6% in 2021 and 7% in 2022. However, in 2024, declining interest rates led to a strong recovery in bond returns, reaffirming the importance of bonds in a well-diversified portfolio.
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Strategic versus Tactical Allocation
30 Sep 2024 - Many market commentators have written about strategic asset allocation previously – the investment science behind the long- term allocation of investors’ capital across various asset classes. In our view, strategic asset allocation (SAA) is one of, if not the most important decision an investor can make when developing a portfolio of investments.
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Election Cycles and Investment returns
27 Jul 2024 - This year, over 4 billion people are voting to shape their country’s political and economic outlook for the next three to five years. From India to France, Mexico to the UK numerous general elections are taking place.