INSIGHTS
Since 2018, Rutherford Rede has been publishing Insights – a summary and analysis released at the end of each quarter. Insights is a way to keep our clients up to date with global and local market trends, technology and events.
Insights
Spring 2023
- Economic and Market Commentary September 2023
- Diversification & correlations between asset classes
- How the Markets Fared
- Q&A with Herna Maddock
Insights
Winter 2023
- Economic and Market Commentary June 2023
- How the Markets Fared
- The Quality Factor
- Q&A with Patrick Fogarty
Insights
Autumn 2023
- Economic and Market Commentary March 2023
- How the Markets Fared
- Q&A with Joy Marslin
- The Benefits of Bonds
Insights
Summer 2023
- Economic and Market Commentary December 2023
- How the Markets Fared
- Q&A with Noah Schiltknecht
- Listed Real Estate & Your Portfolio
Insights
Spring 2022
- Economic and Market Commentary September 2022
- How the Markets Fared
- Q&A with Craig Offwood
- The Case for Small Caps
Insights
Winter 2022
- Economic and Market Commentary July 2022
- How the Markets Fared
- Q&A with Aaron Drew
- The Value Factor
Insights
Autumn 2022
- Economic and Market Commentary April 2022
- How the Markets Fared
- Q&A with Chris Douglas – Principal of MyFiduciary
Insights
Summer 2022
- Economic and Market Commentary January 2022
- How the Markets Fared
- Special Feature – Out of the Shadows, Inflation makes it presence felt
- Rediscovering our Backyard – Biking the Otago Rails
Insights
Spring 2021
- Economic and Market Commentary September 2021
- Special Feature – To EV or not to EV?
- Rediscovering our Backyard – Hinewai Reserve
Insights
Winter 2021
- Economic and Market Commentary July 2021
- Special Feature – The Changing Mind
- Rediscovering our Backyard – The Lake Dunstan Cycle Trail
Insights
Autumn 2021
- How to Avoid a Climate Disaster
- Rediscovering our backyard
- Financial Jargon translated to English
Insights
Summer 2021
- Equity markets continued their climb with Trans-Tasman equity markets singing from the same sheet in the last quarter
- Higher risk emerging market, small, and values stocks had a bumper quarter
- The economic ‘shock’ from COVID was weaker than expected
Insights
Spring 2020
- Most markets continued their climb over the September quarter
- Global central banks remain supportive in monetary policy meanwhile
- Covid-19 is broadening its reach and will start testing local health services
- Interest rates remain bewilderingly low with no inflation concerns yet emerging
Insights
Winter 2020
- Market performance was very strong over the June quarter
- Equity markets had double-digit gains and listed property, infrastructure and fixed income were also robust
- While further market falls can’t be ruled out, we remain optimistic
Insights
Autumn 2020
- The impact on markets as COVID-19 became a global pandemic
- Emerging Markets and New Zealand Equity Markets perform relatively well
- From Corona-coma to Corona-exit
Insights
Summer 2020
- 2019 was an exceptional year for asset returns.
- International shares had a strong quarter, particularly in Emerging Markets.
- New Zealand equities also continued their dream run.
- Interest rates are tracking lower with no inflationary pressures.
- US/China trade conflicts gradually settling
Insights
Spring 2019
- Central bank rate cuts gathered pace in the quarter
- Global equities markets enjoyed a strong quarter measured in NZD terms, although the annual return remains soft
- NZ and Australian equity markets have fared better
Insights
Winter 2019
- Central banks have changed course to easing, boosting equity markets for the quarter
- Global economic growth is slowing and central banks have limited ammunition to arrest downside risks
- The New Zealand economy is favourably placed to weather any slowdown
Insights
Autumn 2019
- Falling interest rates and borrowing costs
- High returns of equity markets as well as bonds and property stocks
- Global economic indicators
Insights
Summer 2019
- Key themes for the period
- The world that was – a review of the quarter
- How the markets fared
Insights
Spring 2018
- Key themes for the period
- The world that was – a review of the quarter
- How the markets fared
Insights
Winter 2018
- Key themes for the period
- The world that was – a review of the quarter
- How the markets fared
Insights
Autumn 2018
- Equity markets gave back recent gains
- Global GDP growth is expected to be above average
- Emerging and NZ markets showed some resilience
- Global trade importance is evident as super-powers flex their muscles
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