Relevant, up-to-date market news and information from our team.
Q2 2025: Volatility & Rewards
Despite US tariff jitters and global conflict, markets were strong. We review trade/oil impacts, NZ growth, and highlight managed funds as a robust long-term wealth strategy.
Q1 2025: Navigating Global Policy Uncertainty
Lead article around international tariffs. Lower rates effects on NZ housing. And staying focused on long-term strategy.
Stay the course: Discipline over market timing
Morningstar emphasises “staying the course” over trying to time the market, as consistent presence typically yields better long-term results.
Q4 2024: Gains & Policy Shifts
Q4 delivered positive returns. We cover Trump’s return, European political shifts, a currency review, and the hidden cost of term deposits.
Q3 2024: Broad Gains & Volatility
Gains across all major asset classes marked Q3, moving beyond AI-tech dominance. We cover cash safety, the Japan volatility spike, and share price impacts of elections amid falling interest rates.
The informed investor (Less volatility = Greater wealth)
Explaining wealth management using a straightforward formula. True wealth management addresses a client’s complete financial situation, not just their investments.
The art of weathering market turbulence
Temporary market turbulence should not derail long-term investment strategies.
Residential property: The real long-term return lesson
Analysis challenges the notion of residential property as an inherently superior long-term investment.
Passive vs active investment: The debate is over
Data, including Warren Buffett’s wager, shows low-cost passive funds dramatically outperform high-cost active management over time.