News > Investments
Friday, June 13th 2025
Global equities rebounded strongly in May, posting a return worthy of top decile historically, at 5.1% in unhedged NZD terms, and 5.6% NZD-hedged. Broadly, most sectors were positive, with healthcare an outlier at -3.7% and information technology leading the pack at +10.3%.
Tuesday, June 10th 2025
The old market adage about “selling in May and going away” turned out to be the antithesis of sage advice. Stock markets globally performed strongly last month, with investors encouraged by what appeared to be a de-escalation of trade frictions. The White House rolled out its first deal with the UK, European tariffs were paused, while tensions also cooled a little between the US and China, with both agreeing to bring tariffs down from nosebleed levels.
Thursday, May 29th 2025
As interest rates continue to fall, inflation cools, and global conditions shift, many investors are asking the same question: what next?
Thursday, May 22nd 2025
April was dominated by President Trump's unexpected "Liberation Day" tariffs, which initially imposed 10% duties on most trading partners including Australia and New Zealand, with substantially higher tariffs of 125-145% on China.
Saturday, May 17th 2025
The Trump administration’s tariff strategy is a hot topic in the investment world. At Mint, we’ve had our fair of discussions. To help you make sense of the nonsense, in this article, I provide a framework of tariff exposure for every NZX50 company.
Wednesday, May 14th 2025
April was another volatile month for financial markets, but one that in the end produced a relatively benign outcome for investors. Trade developments were front and centre, with the angst around “Liberation Day” replaced by relief as Donald Trump announced a 90-day pause for trading partners to negotiate trade deals.
Tuesday, May 06th 2025
The Woodstock of Investing: Lessons from Warren Buffett’s final Berkshire Hathaway annual meeting.
Monday, April 28th 2025
Price increases are never welcome but sometimes, on rare occasions, we can soften that blow by offsetting ourselves in the market. For instance, accepting a 12-14% insurance premium increase from your insurer Tower is a lot easier to digest when your Tower shares return over 120% in the same year. For the good of the shareholders, you start to say…
Saturday, April 26th 2025
Monday, April 14th 2025
With Donald Trump having delivered a seismic shock to world trade, and then “back-flipped,” the benefit of a adopting a “cool head” has never been more apparent.
Wednesday, April 09th 2025
In early April, the US announced more aggressive than expected increases in import tariffs, which incorporate a reciprocal tariff programme with a minimum 10% on all countries, including Australia and New Zealand.
Monday, March 24th 2025
It’s difficult to approach the topic of passive investing without acknowledging one’s own inherent bias. After all, careers have been built on the premise that active investing adds value. No matter how much we try and attempt to set biases aside – your author know they are unlikely to succeed.
Tuesday, March 18th 2025
The US economy may finally be starting to crack. Business surveys suggest the services sector is now contracting and real-time measures of Q1 GDP suggest the economy is in retreat. Retail sales were unexpectedly weak, and consumer confidence has dropped. The housing market is also showing signs of strain with both housing starts and sales dropping.
Saturday, March 15th 2025
Mint Asset Management investment analyst Ryan Falls reckons, well his Dad reckoned, he was not got at counting sheep on the family farm. But with hard work and having a good framework things have changed.
Thursday, March 13th 2025
Greg Boland of Tiger FinTech discusses the fading dominance of the Magnificent Seven stocks, a shift to energy and AI-app companies, and the NZX’s struggles.
Monday, March 10th 2025
The debate about asset sales has recently been thrust into the political limelight, with David Seymour vocalising the need to reconsider privatisation.
Thursday, March 06th 2025
As we move towards the end of the first quarter of 2025, we are seeing green shoots appear as the economy shows growing signs of life, aligned with our views of a gradual economic recovery which is expected to pick up pace into the second half of this year.
Monday, February 24th 2025
The past couple of years have been challenging for domestic bond investors. The Bloomberg NZ Bond Composite 0+ Yr Index declined approximately 6% in 2021 and 7% in 2022. However, in 2024, declining interest rates led to a strong recovery in bond returns, reaffirming the importance of bonds in a well-diversified portfolio.
Monday, February 17th 2025
Many markets have enjoyed a very positive start to the year. The Dow surged 4.7% in January, while the S&P500 advanced 2.8% and the Nasdaq rose 1.6%. European indices rose nearly 7% to record highs and the UK’s FTSE100 surged over 6%...
Wednesday, February 12th 2025
The Fed is in no hurry to cut rates as the US economy continues to grow above trend and inflation progress to target has stalled. At the January meeting press conference, Fed Chair Powell described the policy rate as “very well calibrated”, acknowledging it was “meaningfully above neutral” and wanting to see further progress on inflation.
Wednesday, January 22nd 2025
December saw mixed market movements influenced by currency shifts, central bank actions, and economic trends, shaping the investment outlook for the months ahead.
| Unity First Home Buyer special | 4.29 |
| SBS FirstHome Combo | 4.29 |
| ICBC | 4.85 |
| Co-operative Bank - First Home Special | 4.85 |
| Kiwibank Special | 4.89 |
| Westpac Special | 4.89 |
| ANZ Special | 4.95 |
| AIA - Go Home Loans | 4.95 |
| BNZ - Std | 4.95 |
| Co-operative Bank - Owner Occ | 4.95 |
| SBS Bank Special | 4.95 |
| Nelson Building Society | 4.93 |
| ICBC | 4.95 |
| AIA - Go Home Loans | 4.95 |
| Wairarapa Building Society | 4.95 |
| ANZ Special | 4.95 |
| ASB Bank | 4.95 |
| SBS Bank Special | 4.95 |
| Westpac Special | 4.95 |
| BNZ - Std | 4.95 |
| Kiwibank Special | 4.95 |
| China Construction Bank | 4.99 |
| SBS Bank Special | 5.39 |
| ICBC | 5.39 |
| Westpac Special | 5.39 |
| BNZ - Classic | 5.59 |
| BNZ - Std | 5.59 |
| Co-operative Bank - Owner Occ | 5.59 |
| ASB Bank | 5.69 |
| AIA - Go Home Loans | 5.69 |
| Kiwibank Special | 5.79 |
| Kainga Ora | 5.79 |
| ANZ | 5.79 |
| SBS Construction lending for FHB | 3.94 |
| AIA - Back My Build | 4.44 |
| CFML 321 Loans | 4.99 |
| Co-operative Bank - Standard | 5.95 |
| Co-operative Bank - Owner Occ | 5.95 |
| Heartland Bank - Online | 5.99 |
| Kiwibank - Offset | 6.35 |
| Kiwibank | 6.35 |
| TSB Special | 6.39 |
| China Construction Bank Special | 6.44 |
| ASB Bank | 6.44 |
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