News

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1 March 2021 -

RBNZ Sees NZD Jump to 74 Cents | Sydney Airport

The market is now expecting a full 25bps hike by August 2022. The prospect of higher NZ interest rates saw the currency surge, and it is now trading at 74.5 cents versus the US dollar.

1 March 2021 -

Value Rotation | Summerset Delivers

SUM has rallied but is still our top pick in the retirement village sector, providing better value than Ryman 

1 March 2021 -

Rates Hit Tech Stocks | Costa Result Blooms

Shares of Apple, Microsoft, Alphabet, Tesla, and Amazon resumed their slide from the previous week, with Tesla suffering the biggest hit, down -8.5%.

1 March 2021 -

Week Ahead, Interest Rate Angst – Bullish Banks | CSL

Global markets were mixed on Friday (S&P 500 index -0.2%) helped by a rise in economy-sensitive cyclical sectors, with the S&P 500 and the Nasdaq on track to end the week on a dull note as investors rotated out of technology-related companies.

20 February 2021 -

Delivers the Goods, Again

20 February 2021 -

Printing Cash

20 February 2021 -

Bullish Banks

20 February 2021 -

Big Moves on Earnings | ANZ to a BUY

It’s been a busy time with local earnings season. While we touch on company announcements below, as always, we will release full updates in our weekly report.

19 February 2021 -

Feb Rally Pauses | EBOS Delivers

Global markets were mixed overnight with US markets (S&P 500 -0.03%) little changed as investors rotated out of technology shares and concerns about inflation added some pressure on stocks.