Growth still subdued…
The New Zealand economy continues to expand at a subdued pace, at least when compared to recent history. Growth is currently running at around an average 0.5% per quarter, or an annualised pace of 2%.
The most recent data for the March 2019 quarter showed the economy expanding at 0.6% in the […]
In this extended update Greg looks back on the first half of the year which despite bouts of volatility produced strong asset returns. June was a particularly strong month following trade and interest rate uncertainty in May.
He also provides an outlook for the rest of the year and covers the key geopolitical and central bank activity which will be crucial in […]
17th June 2019
At the other end of the spectrum from Formula One is Fully Charged Live, a three-day car festival with a difference. Fully Charged Live is a festival of clean energy tech and electric vehicles held at UK’s Silverstone racetrack. It showcases every electric vehicle available in the UK, as well as […]
June 2019
Will Interest Rates Support Share Markets, Again?
Since November 2017 global interest rates have fallen sharply. While the trend towards declining interest rates over the last 30 years has been clear, the rate of decline has increased significantly and become more fascinating as interest rates approach zero. The most important benchmark for this has been the pricing of US 10-year Treasuries where the interest rate since November […]
Stephanie Perrin, Investment Analyst – May 21, 2019
Warren Buffett is heralded as the greatest value investor of all time. Investment Analyst Stephanie Perrin looks at why he avoided investing in technology stocks and how this has affected Berkshire Hathaway returns.
Tens of thousands of investors recently undertook the annual pilgrimage to Omaha, Nebraska to hear words of wisdom from Warren Buffett, otherwise known as the ‘Oracle of […]
5th June 2019
Portfolio Manager Stephen Johnston discusses the plethora of opportunities available to NZ companies selling goods and services into emerging market countries.
Watch the interview below …
29th May 2019
Portfolio Manager Sam Trethewey discusses the recent buyout of Vodafone NZ and the squeeze on the NZX. Why are NZ companies listing on offshore exchanges?
Watch the interview below …
28th May 2019
Portfolio Manager Mark Riggall discusses the recent Reserve Bank rate cut and what record low interest rates mean for savers.
Watch the interview below …
3rd July 2019
Within Ethical Investing and ESG, Morphic has been a long-time proponent of capitalism as the solution for some of the environmental challenges the world faces. Because capitalism, for all of its faults and flaws, is undoubtedly the most efficient way to solve these problems. Rather than appealing to the good nature of people, appeal to their hip-pocket. It is why government policy and the fight to […]
5th July 2019
Key points