Investment simplified.
The Roundup - September 2025
The full force of tariffs is yet to be felt
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The Roundup - August 2025
New Zealand economy continued to crawl out of recession
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The Roundup - July 2025
Navigating policy uncertainty
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The Roundup - June 2025
Events in the Middle East reverberated across markets
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The Roundup - May 2025
Moody’s Downgrades US Credit Rating
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The Roundup - April 2025
From Liberation to Deliberation
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The Roundup - March 2025
“Dash to Cash”
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The Roundup - February 2025
RBA Joins the Rate-Cutters Club
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The Roundup - January 2025
Economic Strength
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The Roundup - December 2024
Incoming Trump Bumps?
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The Roundup - November 2024
Efforts to cultivate alternate export partnerships
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The Roundup - October 2024
US Election Takes Centre Stage
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The Roundup - September 2024
China Rolls out Stimulus
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The Roundup - August 2024
Across the Ditch
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The Roundup - July 2024
Bye-Bye Biden
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The Roundup - June 2024
Snap Election Craze
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The Roundup - May 2024
Global Tensions Bubble
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The Roundup - April 2024
Will the European Central Bank be the first to pull off a soft landing?
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The Roundup - March 2024
Bank of Japan ends an 8-year-long stretch of negative interest rates
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The Roundup - February 2024
US political risks offer a wider potential impact
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The Roundup - January 2024
Yemen Rebels See Red
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The Roundup - December 2023
The End of an Oil Era
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The Roundup - November 2023
Changing of the Guards
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The Roundup - October 2023
Conflict in the Middle East
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October 2023 - Market Update
The Roundup - September 2023
Globalisation Takes Another Hit
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The Roundup - August 2023
Reshaping of the world economic landscape
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The Roundup - July 2023
The Art of Puncturing Inflation
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The Roundup - April 2023
A quarter of all NZ mortgages were originated in 2021
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The Roundup - June 2023
RBNZ Turns the Engine Off
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Market Roundup - May 2023
The rise of generative Artificial Intelligence (AI)
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April 2023 - Market Update
The Roundup - March 2023
Markets were shaken in March as stresses played out in the banking sector.
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The Roundup - February 2023
In February New Zealand’s North Island saw huge damage caused by Cyclone Gabrielle...
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Recession - What does this mean?
Feb 2023 - Market Update
The Roundup - January 2023
Monthly employment numbers for January eclipsed all expectations...
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The Roundup - December 2022
Challenges ahead for Washington
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The Roundup - November 2022
China, a key global economy, has been slowing this year
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What is happening to Investment Markets - October 2022
The Roundup - October 2022
Is the US labour market beginning to show early signs of weakness?
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October 2022 - Market Update
The Roundup - September 2022
Mini-budget, Major Waves
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The Roundup - August 2022
Differing Paths
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The Roundup - July 2022
The tide has well and truly gone out in the first six months of the year
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Environmental, Social and Governance ESG
June 2022 - Market update
The Roundup - June 2022
Central Bank’s inflation chase
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The Roundup - May 2022
Supply Chain Inflation Impacts
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The Roundup - April 2022
What’s the real cause of this Volatility in the financial markets
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The Roundup - March 2022
The War in Ukraine – continued
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The Roundup - February 2022
The War in Ukraine – what’s the impact on markets
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The Roundup - January 2022
We’re still talking about inflation…….
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The Roundup - December 2021
Shipping containers are in transit 20% longer than pre-pandemic
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The Roundup - November 2021
Evergrande, the property development giant in China, has defaulted on some of its dollar denominated debt...
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The Roundup - October 2021
Inflation….again
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The Roundup - September 2021
China has been sending a number of military planes, including fighter jets into Taiwan’s air defence zone
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The Roundup - August 2021
Coca Cola for example saw an 18% jump in it’s bottom-line (profit)
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The Roundup - July 2021
Vaccines are making a significant difference in the developed world economies
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The Roundup - June 2021
Recent OPEC discord could see more volatility and price rises for oil and at the pump
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The Roundup - May 2021
People quitting jobs, which is seen as a gauge of worker confidence that they can find other employment
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The Roundup - April 2021
The latest numbers reflect an economy that has made major strides since the 2020 lockdown.
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The Roundup - March 2021
House prices and the housing shortage is still front and center in the news cycle
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The Roundup - February 2021
In NZ the economy continues to look solid despite lockdowns as activity returns to normal in Levels 2 and 1
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The Roundup - January 2021
Employment data has been surprising on the positive side
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The Roundup - December 2020
Where politics meets the economy and markets
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The Roundup - November 2020
Post-election focus has shifted
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The Roundup - October 2020
The election cycle is over……..thank goodness for that!
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The Roundup - September 2020
Some of the large tech companies proved to be more susceptible to gravity than previously thought.
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The Roundup - August 2020
In most places around the world, economic activity will not reach pre-covid levels until late 2021 or early 2022.
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About Us
The Roundup - July 2020
US economic activity declined across the entire economy, led by personal spending which fell 34.6%.
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The Roundup - June 2020
As countries emerge from lockdowns the speed and size of the economic rebound has been better than anticipated.
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CIO Mark Wooster answers 'What is the best Benchmark for judging Investment Performance'?
The Roundup - May 2020
Non-official high frequency data, such as electricity usage, has increased as lockdown measures have eased.
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The Roundup - April 2020
The Chinese economy contracted 6.8% in the first quarter of 2020, its first quarterly decline since 1992.
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CIO Mark Wooster talks Return Traps to Avoid when choosing Investment Solutions
The Roundup - March 2020
What happens next for economies and financial markets will depend on the path of the coronavirus pandemic.
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The Roundup - February 2020
The release of Chinese manufacturing data for February was the worst reading on record and came in well below expectations.
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Diversification and Covid-19 commentary from CIO Mark Wooster
The Roundup - January 2020
The outbreak of Coronavirus dominated financial markets in January. The month was characterised as “Risk off”.
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The Roundup - December 2019
The New Zealand dollar (Kiwi) continued to strengthen in December, +5.0% versus the US dollar and +3.0% versus the Euro.
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Global Economy and Covid-19 commentary from CIO Mark Wooster
The Roundup - November 2019
There was a sense of calm in global financial markets over November as investors waited for details on Phase 1 of the trade agreement.
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The Roundup - October 2019
The New Zealand sharemarket fell 1.3% in October, this was primarily concentrated in one sector, the listed electricity companies.
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Diversification
The Roundup - September 2019
A drone attack at a major oil field led to a 20% daily gain in the oil price, amongst the largest one day rise on record.
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The Roundup - August 2019
Trump eventually delayed the new tariff on at least half of the $300 billion of Chinese imports to the US until 15 December.
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Custody
The Roundup - July 2019
Equity markets worldwide took another leg down following President Donald Trump’s announcement (tweet)
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The Roundup - June 2019
$11 trillion of fixed interest securities in Europe and Japan have negative interest rates.
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Investment and units
The Roundup - May 2019
Government spending is projected to increase 6.8% in the year ahead, this is after annual growth of 8.3% in 2019.
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The Roundup - April 2019
The US S&P 500 sharemarket Index has had its best start to a year since 1929.
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Rebalancing
Investment Philosophy
The Roundup - March 2019
The US sharemarket has entered its longest period since at least 1877 without incurring a 20% or more fall in value.
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The Roundup - February 2019
Global sharemarkets continue to recover from their sharp declines over the final three months of 2018.
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Monitoring your Investments
What does Investment Diversification Really Mean?
