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Economic Commentary March 2022

Main points of the full commentary (available for download above):Russia’s invasion of Ukraine had a large impact on markets over the quarter. Most asset classes suffered, but there were a few bright spots. Most equity markets fell, with the notable exception of Australia given its large exposure to resources and energy.  Fixed income returns were generally poor as markets priced-in higher interest rate levels.  But short-term bonds funds out-performed as did listed infrastructure. ...

April 19, 2022

Economic Commentary January 2022

Economic and Market Commentary for the December Quarter 2021 Market performances were mixed Market performances were mixed in the December quarter.  Bonds again performed poorly, and New Zealand equities couldn’t repeat their September quarter strength.  Emerging market (EM) equities treaded water, while developed large cap equities performed well. At the other end of the spectrum property and infrastructure enjoyed exceptionally strong returns.  The performance differences ref...

January 14, 2022

Interview with Thomas Chiou November 2021

What made you want to become a Financial Adviser?  Well, this was purely by chance. In 2007, I was looking for a change of career and resigned from my job as an IT Analyst at HSBC. I enrolled at Massey University where I chose to specialise in Personal Financial Planning. At the time, this was purely out of interest.   One day, I visited a loc...

November 4, 2021

Economic Commentary September 2021

Markets performances were mixed Market performances were mixed in the September quarter.  Bonds performed poorly, particularly in New Zealand, yet New Zealand equities enjoyed a very strong performance.  Emerging market equities had a poor quarter, but developed large cap equities performed well.  The performance differences reflected cross-currents in macroeconomic conditions and country or sector specific factors.  Global growth is still strong, but rising inflation and th...

October 21, 2021

FMA: World Investor Week 2021

We’re helping New Zealanders take a mo before they jump into an investment. If you’ve got investing FOMO, first consider the Five D’s of DIY investing. The Five D’s of DIY Investing Do your due diligenceDrip feed your investmentsDiversifyDon’t freak out if markets go downIn Doubt? Talk to a financial adviser. For more information on investing via online platforms, see our Online Investing Platforms pages.PANELS AND WEBINARS Free personal finance webinarJoin AUT Senior Lecturer with th...

October 6, 2021

Interview with Phil Armstrong October 2021

Let’s start at the beginning.  What made you want to become a Financial Adviser? Well, this is going back a few years now, I was working for Fonterra, investing my own savings in the sharemarket, and thought I’d better learn how to do it properly.  I started out with some extramural Finance papers studying through Massey University, then thought I could use those skills to help other people and it basically grew from there. What are the main challenges you encounter in your work? I...

October 5, 2021

Economic Commentary June 2021

Markets continue their climb Most equity markets continued to climb over the June quarter, extending their record highs.  Robust economic growth, vaccine rollouts and ongoing or newly promised stimulus programs far outweighed concerns around re-surging Covid cases and lock-downs in some regions and countries.  However, it wasn’t plain sailing across all asset classes.  Fixed-income returns were weak as cost pressures and inflation risk concerns continued to mount.  As disc...

July 19, 2021

Rental Property vs a Diversified Investment Portfolio

I am often asked whether it is better to invest in a rental property or into a diversified investment portfolio.  To help answer that question I will quickly outline the differences in this apples and oranges comparison....

July 31, 2020

How has COVID affected Taiwan’s economy?

COVID-19 brought the global economy to a sudden stop, causing shocks to supply and demand. Taiwan has been one of the notable successes of the COVID-19 crisis so far. It has prevented a rapid spread of the COVID-19 disease without going into total lockdown. People in Taiwan have been able to maintain many of their freedoms, retaining key elements of a normal life. Major reasons for Taiwan’s success include: previous experience with SARS, implementation of some of the world’s toughest bo...

July 29, 2020

Why is my financial adviser asking so many questions?

Imagine you had made an appointment with your GP because you were feeling unwell, and as soon as you sat down, the doctor wrote you a prescription and sent you on your way. I'm sure you'd be quite upset. How could your doctor prescribe a remedy without understanding what was wrong? A good GP would ask about your history and symptoms, perhaps recommend tests, or discuss a diagnoses and treatment options before handing you a prescription. It's the same with a good investment adviser. Before w...

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