Merry Christmas From HHG!
Merry Christmas and Happy New Year from your Team at HHG! Christmas Trading Hours Business Day Prior to Christmas Day Wednesday, 24 December 2025 Abbreviated Trading 10:00am – 1:00pm Christmas Day Thursday, 25 December 2025 Closed Boxing Day Friday, 26 December 2025 Closed Business Day Prior to New Year’s Day Wednesday, 31 December 2025 Abbreviated […]
HHG’s Sponsored Athlete
I just want to say a huge thank you for the sponsorship grant I received to attend the Cook Island squash open. The competition had a great turn out with a total of 80 international players + 10 local competitors. Such an amazing opportunity to be a part of and I’m proud to share that […]
Stocks and Sectors to be cautious about
Speculative investments with a limited fundamental underpinning are a key area for caution. Business models that rely heavily on narrative, very low levels of current revenue or unproven economics can be appealing when money is cheap but are far more exposed when capital is scarce and investors demand cash flow and clear pathways to profitability. […]
STOCK PICKS FOR 2026
Reflection on last year’s picks Our broad NZX exposure provided diversification and income, but returns were modest in a weak domestic economy. The market behaved as a low growth, income orientated index at a time when global investors focused on offshore technology and AI related winners. Investing locally underperformed stronger offshore benchmarks. Mainfreight continued to […]
US flows, a shift in momentum?
For more than a decade, global investors have channelled their wealth toward the modern empire of growth, the United States. The combination of relentless technological innovation, policy support and the network effects of scale has made US equities the cornerstone of most portfolios. But 2025 has brought signs that this tide, whilst far from crumbling, […]
Infratil Update
Twenty Years of Strategic Transformation has changed the companies risk profile. Performance and Investment Discipline Over the past two decades, Infratil has delivered strong returns for shareholders, consistently outperforming market benchmarks. The company’s approach has been marked by disciplined capital allocation and a willingness to adapt its portfolio in response to changing market conditions. Shell […]
The K-Shaped Economy: Winners and Losers in the Age of AI
Artificial intelligence is reshaping industries and the labour market, and this is leading to what is now called a K-shaped economy. On one side, companies directly involved with AI, such as hyperscalers, CPU manufacturers, and those building and powering data centres, are thriving. Meanwhile, young workers and white-collar jobs face increasing threats. This shift is […]