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....
Autumn Insights 2019
25 April 2019
Despite a cooling housing market and weak business confidence levels, upside growth potential remains in New Zealand given the huge backlog of housing and infrastructure spending that is in the pipeline. ...
Summer Insights 2019
31 January 2019
The very strong returns markets have enjoyed since around 2011 came to a crashing halt in the December quarter. Large declines occurred in equity markets in the month of October and then again in December....
Spring Insights 2018
16 October 2018
Equity markets fly high again but have wobbled since. The pace of global growth remains strong and is expected to remain above trend levels, despite a clear escalation in the Trump Administration's trade war. ...
Winter Insights 2018
13 July 2018
The pace of global growth slowed a touch over the June quarter, but overall conditions remain strong and consistent with global growth remaining above trend levels. Given the backdrop, global equities performed modestly well...
Autumn Insights 2018
16 April 2018
At the year ended December 2017, we reported that equity markets had closed on record highs, including in New Zealand and the United States. In the March quarter of 2018, we saw a reversal of fortune, with sell-offs in most equity markets...