Understand Market Cycles

Understand Market Cycles

Investment Insights (Q1 2025)

Welcome to the first edition of Investment Insights for 2025! We hope you had a wonderful summer break and took some time to relax and unwind.

Investment Insights (Q4 2024)

In the third quarter of 2024, there was considerable excitement surrounding interest rate cuts.

Investment Insights (Q3 2024)

Equities had a positive second quarter, with emerging markets outperforming developed markets and growth stocks outperforming value stocks.

Investment Insights (Q2 2024)

During the first quarter of 2024, equity markets performed strongly, with standout performances from Japanese and US equities. Bond markets were relatively muted, and gold reached a new all-time high.

Investment Insights (Q1 2024)

Want to find out how the markets are performing and how key trends are influencing your investments? Watch this edition of Investment Insights.

Investment Insights Plus October 2023

Want to know what topics are currently trending in the markets? Watch this edition of Investment Insights Plus.

Investment Insights (Q4 2023)

The global markets faced another volatile quarter, with both equities and fixed income declining primarily due to expectations surrounding interest rates.

Investment Insights Plus

Want to know what topics are currently trending in the markets? Watch this edition of Investment Insights Plus.

Investment Insights (Q3 2023)

New Zealand officially entered a recession of the slimmest of margins in June 2023, due to two consecutive quarters of negative economic growth.

Investment Insights (Q2 2023)

New Zealanders are continuing to feel the pressure of inflation. The official cash rate (OCR) was increased by 0.5% on 5 April 2023, making it the highest level since 2008.

Investment Insights (Q1 2023)

2022 was another unpredictable year for investors and markets filled with many significant events globally and locally.

Investment Insights (Q4 2022)

With persistently high inflation in most major economies together with the Russia-Ukraine crisis the markets have had another tough quarter.

Investment Insights (Q3 2022)

For investors, the second quarter of 2022 saw a continued mix of difficult macro-economic and geopolitical conditions led by persistently high inflation.

Investment Insights (Q2 2022)

Two key themes are driving markets at the moment.

Investment Insights (Q1 2022)

2021 was another year of uncertainty and ups and downs for investors and the markets.

Investment Insights (Q4 2021)

Investment Insights (Q3 2021)

Investment Insights (Q2 2021)

Investment Insights (February 2021)

Investment Insights (November 2020)

Investment Insights (August 2020)

Investment Insights (May 2020)

Investment Insights (February 2020)

Investment Insights (October 2019)

Investment Insights (September 2019)

Investment Insights (May 2019)

Investment Insights (February 2019)

Investment Insights (Jul-Sep 2018)

Investment Insights (Apr-Jun 2018)