Summer Insights 2021
22 March 2021
Equity markets continue their climb and the economic shock from COVID weaker than expected...
Spring Insights 2020
27 October 2020
Markets continued their climb over the September quarter, and corporate earning announcements have been better than expected....
Winter Insights 2020
20 July 2020
Markets performed very strongly over the June quarter. Equity markets had double-digit gains in local currency terms, with the New Zealand market continuing its stellar reign. Listed property, infrastructure and fixed income returns were also robust. ...
Autumn Insights 2020
28 April 2020
The current global slump in activity is the largest on record, with recovery time frames uncertain. Markets fell as COVID-19 became a global pandemic. But the shock will eventually pass, and New Zealand should fare relatively well....
Summer Insights 2020
24 January 2020
What a difference a year makes! 2019 was an exceptional year for asset returns. International shares had a strong quarter, particularly in Emerging Markets. NZ equities also continued their dream run. ...
Spring Insights 2019
16 October 2019
Market returns and the economic backdrop for September was very similar to the June quarter. Central banks have begun easing rates in response to a slowing global economy and the risk that ongoing Trade Wars will drag economies into recession....
Winter Insights 2019
25 July 2019
In NZ, the slowing global economy and downside risks should be seen as less of a concern. Current annual growth is running around 2.5% and the RBNZ in its latest Monetary Policy Statement expects this rate to pick up to around 3% over the next year....