Skip to main content
All
KiwiSaverResponsible InvestingRisk ToleranceMortgagePersonalised Financial PlansGetting Started with Financial AdviceRetirement LifestyleRetirementEstate PlanningQuarterlyFMAFinancial AdviceEconomyFinancial AdvisersInvestmentsGlobal economy
TAGS
FILTERED BY TAG:

Quarterly

X
FILTERED BY TAG:

Quarterly

X

Economic Commentary March 2025

April 8th 2025 Performances were mixed over the March quarter as tariff risks became a focus. Risk asset returns were soft in general, but interest rate sensitive asset classes such as bonds and select Read more
Economic Commentary December Quarter 2024

Economic Commentary December Quarter 2024

January 14th 2025 Performances were mixed over the December quarter. Following September’s blow-out quarter, performances were mixed for December.  Equities in general performed well but some interest rate Read more
Morningstar NZ Economic Commentary Sept 2024

Morningstar NZ Economic Commentary Sept 2024

October 23rd 2024 September Quarter 2024 Summary • New Zealand cash and fixed-interest markets saw a larger rate cut predicated on persistent economic weakness. • New Zealand property still faces challenges from Read more
Economic Commentary September Quarter 2024

Economic Commentary September Quarter 2024

September 30th 2024 Markets rallied across the board in the September quarter as interest rates were cut by central banks. The US economy has continued to perform well whilst in NZ and many other countries growth Read more
Morningstar NZ Economic Commentary March 2024

Morningstar NZ Economic Commentary March 2024

April 29th 2024 • New Zealand economic growth remains weak. • Inflation is sticky outside of the Reserve Bank of New Zealand’s 1-3% target range. US inflation is also proving sticker than previously thought, Read more
Economic Commentary March Quarter 2024

Economic Commentary March Quarter 2024

April 12th 2024 Large cap global equities performed very strongly again over the quarter despite the soft global economic environment. Gains were strongest in US equities over the past year, in part reflecting the Read more
Economic Commentary December Quarter 2023

Economic Commentary December Quarter 2023

January 23rd 2024 Most asset classes performed well over the December quarter… …as markets became more convinced that a global soft -landing scenario is the most likely outcome for the years ahead. Gains were Read more
Morningstar NZ Economic Commentary January 2024

Morningstar NZ Economic Commentary January 2024

January 23rd 2024 • Markets continue to embrace moderating inflation trends, allowing scope for central banks to lower interest rates modestly while delivering a soft landing for the global economy. That sentiment Read more
Economic Commentary September Quarter 2023

Economic Commentary September Quarter 2023

October 9th 2023 Most asset classes suffered negative returns in the September quarter. The short end of the yield curve is offering compelling opportunities for bonds. Global equities have the strongest returns YTD; Read more
Load more
Loading...
B9C3D397-F25B-4DFF-8A0D-30DCB1545156 Created with sketchtool. RSS | Full post archive

CONTACT


TAKAPUNA

TAURANGA

LOWER HUTT

INFORMATION


RETIREMENT PLANNING

INVESTMENT MANAGEMENT

RISK TOLERANCE ASSESSMENT

INVESTING INSIGHTS: BLOG

LEGAL & COMPLIANCE


DISCLOSURE

DISCLAIMER

PRIVACY POLICY

STANDARD TERMS & CONDITIONS

NZXWT CLIENT LOGIN

Web Design by LW Creative on Rocketspark | Copyright © 2025 - dashboard
Home
About
Services
Articles
Disclosure
Risks
Contact
TakapunaTaurangaLower Hutt
Client Login