News

Equity markets have experienced a strong rally through the Christmas period, led by the US market which is at all-time highs.   Closer to home, the Australian market (ASX 200) is sitting at its high for the year and managed to achieve +7% return for the c

Taking a bigger picture market view we continue to expect markets to remain focussed on announcements made by Trump in regards to appointments in his administration & actual specifics around policies. As this news flow is released markets will react posit

Global markets continued to sell-off on Friday, with the US market sliding for the 9th consecutive day as investors remain cautious before the US election. Traders have moved into relatively safer assets as opinion polls showed the U.S. presidential race

The price of oil plummeted from over $100/barrel in 2014 as the shale gas boom disrupted the industry, and OPEC decided compete by pumping more oil, adding to oversupply problems. Since bottoming earlier this year the oil price has recovered to $50/barrel

Markets are moving into line with our long held view that the US economy is ready for more interest rate hikes, and is in much better shape than the pessimists would have you believe. We believe the probability of a hike this year is now 75%, with meeting

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Market sentiment has become dominated by speculation around the next moves by central banks across the globe, which have generally implemented easing measures that have propped up stock prices and seen bond yields move lower in recent years. As a result,

The NZ Model Portfolio was up 1.2% in September, ahead of the market NZX 50 index which was down -0.5%. Since inception, the NZ portfolio has now outperformed the general NZ market by 8.8% and is up +39.0% in absolute terms.