14th May
Portfolio Manager Mark Riggall and Senior Analyst Frances Sweetman offer insights into the Recovery Budget and what it could mean for the economy and investors.
We are living in extraordinary times, and it is therefore no surprise that financial markets remain volatile as investors try to digest, assimilate and process what is going on and what it means for the economy, spending, employment, activity etc. With a distinctly uncoordinated global approach politically, there is plenty of uncertainty around what different governments may or may not do, and therefore what that means for businesses, workers and […]
21 May
Nikko Am NZ’s Head of Equity, Stuart Williams, reflects on last week’s budget announcement and what this means from an investment perspective
Well what a week it’s been. After 7 weeks of worry and uncertainty, we’ve emerged from our respective bubbles seemingly COVID free and with a burgeoning sense of optimism for our future.
On the back of a strong April and May to-date, our equity market continued to recover much […]
There is plenty of movement and volatility within the financial markets at the moment and we would like to keep you fully updated over this difficult and unprecedented time.
We would like to invite you to join a webinar hosted by Pathfinder & CareSaver’s Investment Team – next Wednesday at 1pm, details below.
2020 has been a wild ride for equity markets, with a record breaking sell-off in terms of the speed of market moves, followed by a rebound which has been just as spectacular.
In this update the team will give its outlook for markets, […]
Today is our 10th and final COVID-19 weekly video update.
This week we were joined by Doug Jopling, Portfolio Manager of the Pie Growth Fund, and we covered off these questions:
This week we were joined by Australasian analyst Mike Ross and we covered off these questions:
13th May – Carrick Lucas – Portfolio Manager
As expected the RBNZ announced an acceleration to its quantitative easing programme today, almost doubling support to $60 billion. While the OCR remains on hold the possibility of negative rates is on the horizon. In this short update we provide some thoughts on the key takeout’s from today’s announcement, and the implications for AMP Capital’s fixed income portfolios.
Global equity markets continued their resurgence last week, with indices in the US recording gains of between 2% and 6%, while down under the NZX 50 rose 2.3%. Tech stocks continued to outperform with the Nasdaq Composite trading into positive territory for the year.
After a volatile few months, bond yields have settled into relatively (by recent comparison) tight ranges, with the US 10-year government bond yield spending the past few weeks either […]
