Anja Clarkson | Cambridge Partners

KiwiSaver: Considerations for US citizens living in New Zealand

by Hannah Meikle, Associate Adviser at Cambridge Partners KiwiSaver is a voluntary retirement savings scheme in New Zealand, and thanks to benefits such as employer and government contributions, it is an appealing option for those living in Aotearoa to save for retirement. However, for United States citizens (and Green Card holders) residing in New Zealand, […]

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The Man Who Helped Us Understand the Pain of Losing

Investing / Anja Clarkson

Recently, we mourned the passing of a man who almost single-handedly helped us make our clients better investors. Professor Daniel Kahneman was a Holocaust survivor who won the Nobel Prize in Economics in 2002. But…. he wasn’t an economist. He was a behavioural psychologist. The Washington Post summarised his insights as follows: “He found that

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2024 Q1: Key Market Movements

Market Updates / Anja Clarkson

International share markets registered further strong gains in the first three months of 2024. A resilient US economy and ongoing investment enthusiasm for companies associated with artificial intelligence technologies were two key drivers. US Federal Reserve Chairman Jerome Powell attempted to cool expectations of imminent interest rate cuts, but with the latest “dot plot” detailing

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Economic Commentary Autumn 2024

Market Updates / Anja Clarkson

Diversified investors had more reasons to smile as the markets began this year exactly as they left off last year – with another strong gain by most international share markets. Without any major new economic or geopolitical shocks, investment sentiment continued to be closely linked to changes in the inflation and interest rate landscape. On

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mathematical financial formulas on clear whiteboard

Modern Portfolio Theory and the Efficient Market Hypothesis

Cambridge Partners / Anja Clarkson

Modern Portfolio Theory, as recognised by the 1990 Nobel Memorial Prize in Economic Sciences given to Drs Harry Markowitz and William Sharpe, and the Efficient Market Hypothesis, as recognised by the 2013 prize given to Dr Eugene Fama, are the foundations on which the portfolio will be structured and how subsequent decisions will be made.

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Embracing Generative AI: Balancing Potential and Risks in Business Operations

Cambridge Partners / Anja Clarkson

AI is not new, but the effect that Generative AI and Large Language Models have had on the world in the last few years has been nothing short of revolutionary. Entire industries have been transformed overnight, and the breakneck pace of development shows no signs of slowing down – if anything, it seems to be increasing as the AI arms race ramps up.

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David Booth in the Financial Times: Why the Wisdom of the Market Crowd Beats AI

Market Updates / Anja Clarkson

Can artificial intelligence help pick stocks? More specifically, can investors use AI to determine the fair price of a stock or a bond? I bet a lot of people right now would say yes, given recent advances that allow for the processing of ever greater amounts of information.

I think my AI is better than all the other ones out there. My AI is the market.

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AI for Business. Process Efficiency vs Competitive Advantage.

Wellness and Behaviour / Anja Clarkson

The pressure is on. AI is a key strategic objective for businesses across every sector in New Zealand. Leaders are working at pace to understand the potential opportunities and risks, to make the most of this remarkable new tech.

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The Gender Wealth Gap – International Women’s Day

Women and Wealth / Anja Clarkson

International Women’s Day is an occasion to celebrate the various achievements of women and stands as a call to action for advancing women’s equality. While discussions surrounding the gender wage gap are commonplace, the gender wealth gap is a significant but often overlooked issue.

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How to sell your business without regret

Financial Planning, Retirement Planning, Transitions / Anja Clarkson

by Dominic Sheehan, Financial Adviser and Head of Advice at Cambridge Partners. According to research conducted by the Exit Planning Institute, 75% of business owners ‘profoundly regret’ selling their business within one year, post transition⁽¹⁾. Why is this? I have seen clients sell businesses for millions of dollars – that should make you happy, right?

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Author name: Anja Clarkson

KiwiSaver: Considerations for US citizens living in New Zealand

The Man Who Helped Us Understand the Pain of Losing

2024 Q1: Key Market Movements

Economic Commentary Autumn 2024

Modern Portfolio Theory and the Efficient Market Hypothesis

Embracing Generative AI: Balancing Potential and Risks in Business Operations

David Booth in the Financial Times: Why the Wisdom of the Market Crowd Beats AI

AI for Business. Process Efficiency vs Competitive Advantage.

The Gender Wealth Gap – International Women’s Day

How to sell your business without regret

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