+64 9 520 9200      enquiries@alliott.co.nz

The Business Advisory Blog

Welcome to our blog

Insight, news and updates from Alliott NZ Chartered Accountants, Auckland New Zealand. The views expressed here are the views of the author and should be discussed in further detail should an article be relevant to your individual circumstances.

While every effort has been made to provide valuable, useful information in this publication, this firm and any related suppliers or associated companies accept no responsibility or any form of liability from reliance upon or use of its contents.  Any suggestions should be considered carefully within your own particular circumstances, as they are intended as general information only.

Email me when new posts are made to this blog

Tesla’s Rise Reveals Weak Points of Indexing

Posted by Michael Beech on April 12th, 2021.      0 comments

2017 Michael Beech-431Index additions and deletions are typically a routine affair, but the recent announcement by S&P that Tesla would be added to the widely tracked S&P 500 Index stirred up quite a lot of attention.

Big picture investing

Posted by Michael Beech on November 21st, 2018.      0 comments

2017 Michael Beech-431Financial Adviser Michael Beech reasons why there is a lot to be said for stepping back and looking at the big picture when it comes to investing.

What about Greece from an investor's perspective

Posted by Michael Beech on August 19th, 2015.      0 comments

Michael Beech CFA-841-571The world's markets and media financial pages have been consumed recently by the stand-off between debt-laden Greece and its international lenders over the conditions of any further bailout.

New Alliotts Financial Advisor and Investment Specialist Michael Beech flags some key points to keep in mind.


Investing your money: Surf where the waves are big?

Posted by David Burt - Investment Specialist on July 8th, 2014.      0 comments

Clients often ask me where in the world they should invest and the saying “Surf where the waves are big” sometimes springs to mind. If you want a big reward, you need to be where the action is.

So where is the investment action right now?  Where should you start to look?

Post GFC are shares the new place to be?

Posted by David Burt on September 17th, 2013.      0 comments

Bonds, with their well-earned reputation for modest but steady returns, looked so very attractive in the risk-averse wake of the Global Financial Crisis (GFC). In fact they looked so good that huge amounts of cash chased bonds worldwide in the period 2008-2012.  Understandable, of course, but the result has been what you always get when lots of money bids for one asset class – a price bubble.