News > Investments
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.
Friday, January 17th 2025
While a new year is already underway, it is early days. This makes it still a timely point to wheel out the crystal ball and engage in the well-established tradition of making big-picture predictions on developments and factors that will shape markets and investment portfolios in the year ahead.
Wednesday, January 15th 2025
For much of the past few years, there has been an ongoing debate about whether the US was going to experience a ‘hard landing’ or a ‘soft landing’. Back in the tail end of 2023, the mainstream view was an eventual ‘hard landing’ – the economy under pressure from elevated levels of inflation would be forced into a recession, borne down by the weight of the rate hikes necessary to curb that inflation.
Thursday, December 12th 2024
Tuesday, December 10th 2024
November was a very strong month for most equity markets.
Tuesday, November 26th 2024
Around six weeks ago we made the case for a 0.75% cut at each of the two final RBNZ meetings of the year. This was a non-consensus call. In the end, the central bank cut rates by 0.50% last month, but expectations following October’s CPI number started to shift in terms of what will happen at this week’s meeting.
Friday, November 22nd 2024
It’s been a charged year for New Zealand’s electricity market, and not just because of the literal power surges. Earlier in the year, a perfect storm of low hydro lake levels, lacklustre wind, and a gas shortage sent electricity prices through the roof. Headlines buzzed with warnings of market dysfunction, with some pointing fingers at a lack of competition and an underinvestment in generation. With wholesale electricity prices and lake levels having returned closer to normal levels, we ask if the headlines are a fair reflection of reality.
Thursday, November 21st 2024
| SBS FirstHome Combo | 4.39 |
| Unity First Home Buyer special | 4.69 |
| Co-operative Bank - First Home Special | 4.89 |
| TSB Special | 4.99 |
| ANZ Special | 4.99 |
| ASB Bank | 4.99 |
| Kiwibank Special | 4.99 |
| Westpac Special | 4.99 |
| AIA - Go Home Loans | 4.99 |
| ICBC | 4.99 |
| Co-operative Bank - Owner Occ | 4.99 |
| Nelson Building Society | 4.97 |
| Kainga Ora | 4.99 |
| ICBC | 4.99 |
| Co-operative Bank - Owner Occ | 4.99 |
| Wairarapa Building Society | 4.99 |
| Unity | 4.99 |
| TSB Special | 4.99 |
| ANZ Special | 4.99 |
| ASB Bank | 4.99 |
| Westpac Special | 4.99 |
| AIA - Go Home Loans | 4.99 |
| Westpac Special | 5.39 |
| ICBC | 5.49 |
| BNZ - Classic | 5.59 |
| Co-operative Bank - Owner Occ | 5.69 |
| ASB Bank | 5.69 |
| SBS Bank Special | 5.69 |
| AIA - Go Home Loans | 5.69 |
| BNZ - Std | 5.79 |
| Kainga Ora | 5.79 |
| TSB Special | 5.89 |
| Kiwibank Special | 5.89 |
| SBS FirstHome Combo | 4.19 |
| AIA - Back My Build | 4.44 |
| CFML 321 Loans | 5.25 |
| Co-operative Bank - Standard | 6.20 |
| Co-operative Bank - Owner Occ | 6.20 |
| Heartland Bank - Online | 6.25 |
| Kiwibank Special | 6.50 |
| Kiwibank - Offset | 6.50 |
| Kiwibank | 6.50 |
| Unity | 6.64 |
| TSB Special | 6.64 |
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