Investment simplified.
The Roundup - April 2024
Will the European Central Bank be the first to pull off a soft landing?
READ
The Roundup - March 2024
Bank of Japan ends an 8-year-long stretch of negative interest rates
READ
The Roundup - February 2024
US political risks offer a wider potential impact
READ
The Roundup - January 2024
Yemen Rebels See Red
READ
The Roundup - December 2023
The End of an Oil Era
READ
The Roundup - November 2023
Changing of the Guards
READ
The Roundup - October 2023
Conflict in the Middle East
READ
October 2023 - Market Update
The Roundup - September 2023
Globalisation Takes Another Hit
READ
The Roundup - August 2023
Reshaping of the world economic landscape
READ
The Roundup - July 2023
The Art of Puncturing Inflation
READ
The Roundup - June 2023
RBNZ Turns the Engine Off
READ
Market Roundup - May 2023
The rise of generative Artificial Intelligence (AI)
READ
April 2023 - Market Update
The Roundup - April 2023
A quarter of all NZ mortgages were originated in 2021
READ
The Roundup - March 2023
Markets were shaken in March as stresses played out in the banking sector.
READ
The Roundup - February 2023
In February New Zealand’s North Island saw huge damage caused by Cyclone Gabrielle...
READ
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
READ
The Roundup - November 2022
China, a key global economy, has been slowing this year
READ
What is happening to Investment Markets - October 2022
The Roundup - October 2022
Is the US labour market beginning to show early signs of weakness?
READ
October 2022 - Market Update
The Roundup - September 2022
Mini-budget, Major Waves
READ
The Roundup - August 2022
Differing Paths
READ
The Roundup - July 2022
The tide has well and truly gone out in the first six months of the year
READ
Environmental, Social and Governance ESG
June 2022 - Market update
The Roundup - June 2022
Central Bank’s inflation chase
READ
The Roundup - May 2022
Supply Chain Inflation Impacts
READ
The Roundup - April 2022
What’s the real cause of this Volatility in the financial markets
READ
The Roundup - March 2022
The War in Ukraine – continued
READ
The Roundup - February 2022
The War in Ukraine – what’s the impact on markets
READ
The Roundup - January 2022
We’re still talking about inflation…….
READ
The Roundup - December 2021
Shipping containers are in transit 20% longer than pre-pandemic
READ
The Roundup - November 2021
Evergrande, the property development giant in China, has defaulted on some of its dollar denominated debt...
READ
The Roundup - October 2021
Inflation….again
READ
The Roundup - September 2021
China has been sending a number of military planes, including fighter jets into Taiwan’s air defence zone
READ
The Roundup - August 2021
Coca Cola for example saw an 18% jump in it’s bottom-line (profit)
READ
The Roundup - July 2021
Vaccines are making a significant difference in the developed world economies
READ
The Roundup - June 2021
Recent OPEC discord could see more volatility and price rises for oil and at the pump
READ
The Roundup - May 2021
People quitting jobs, which is seen as a gauge of worker confidence that they can find other employment
READ
The Roundup - April 2021
The latest numbers reflect an economy that has made major strides since the 2020 lockdown.
READ
The Roundup - March 2021
House prices and the housing shortage is still front and center in the news cycle
READ
The Roundup - February 2021
In NZ the economy continues to look solid despite lockdowns as activity returns to normal in Levels 2 and 1
READ
The Roundup - January 2021
Employment data has been surprising on the positive side
READ
The Roundup - December 2020
Where politics meets the economy and markets
READ
The Roundup - November 2020
Post-election focus has shifted
READ
The Roundup - October 2020
The election cycle is over……..thank goodness for that!
READ
The Roundup - September 2020
Some of the large tech companies proved to be more susceptible to gravity than previously thought.
READ
The Roundup - August 2020
In most places around the world, economic activity will not reach pre-covid levels until late 2021 or early 2022.
READ
About Us
The Roundup - July 2020
US economic activity declined across the entire economy, led by personal spending which fell 34.6%.
READ
The Roundup - June 2020
As countries emerge from lockdowns the speed and size of the economic rebound has been better than anticipated.
READ
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.
READ
The Roundup - April 2020
The Chinese economy contracted 6.8% in the first quarter of 2020, its first quarterly decline since 1992.
READ
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.
READ
The Roundup - February 2020
The release of Chinese manufacturing data for February was the worst reading on record and came in well below expectations.
READ
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”.
READ
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.
READ
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.
READ
The Roundup - October 2019
The New Zealand sharemarket fell 1.3% in October, this was primarily concentrated in one sector, the listed electricity companies.
READ
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.
READ
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.
READ
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.
READ
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.
READ
The Roundup - April 2019
The US S&P 500 sharemarket Index has had its best start to a year since 1929.
READ
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.
READ
The Roundup - February 2019
Global sharemarkets continue to recover from their sharp declines over the final three months of 2018.
READ
Monitoring your Investments
What does Investment Diversification Really Mean?
