What happens when bond markets become the main driver of investor sentiment?
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Market Insights
Fear, FOMO and Fundamentals
Global equities produced strong gains during the June quarter, even as investors grappled with Middle East tensions, volatile oil prices and uncertainty around inflation and interest rates.
Signs of Calm as Markets Recover Momentum
Global markets appeared to regain momentum in May, supported by strong earnings and easing geopolitical tensions. While risks remain, the backdrop improved for investors. Del Hart shares what drove markets, what it means, and the key themes to watch next.
Why markets keep rising despite global uncertainty
Amova Asset Management’s Portfolio Manager, Alan Clarke, shares his take on April’s strong market rebound and the key forces driving returns.
Market Wrap Up
Pie Funds’ founder and chief investment officer Mike Taylor explains why February’s market rotation is a reminder that sentiment can shift quickly – but fundamentals rarely move as fast as prices.
Argentina’s wild economic ride
The United States has made a big bet on the changing fortunes of Argentina, as Chris Smith explains.
Is it time for a KiwiSaver reset?
Greg Smith, investment specialist at Generate, asks whether KiwiSaver needs to change with the times.
Mixed month for global markets
September was a mixed month for global markets, as Tom Deacon, assistant portfolio manager at Mint, explains.
Market Wrap Up
Greg Smith, investment specialist at Generate, is this month’s guest author of the Market Wrap Up, brought to you by Invest Now. Global equities rose strongly in August, led by the US markets. The...
The fall of the US dollar
Predictions of the demise of the US dollar have proven far-fetched, writes Chris Smith, general manager of CMC Markets New Zealand.
Market Wrap-Up
Greg Fleming, head of global diversified funds at SALT Funds Management, is this month’s guest author of Market Wrap-Up, courtesy of InvestNow.
Seamless integration
Logitech partnered with Datacom to create an office space that seamlessly incorporates cutting-edge technology to create the optimal people-first work environment.
Tariffs, challenges and opportunities
Oliver Mander, CEO of NZ Shareholders’ Association, looks at the effect Trump’s tariff may have on Kiwi investors.
Are tariffs really so bad?
Support of free trade has been called ‘the economists’ creed’. As Trump champions tariffs, Andrew Kenningham explains why economists tend to universally reject them.
Global economy wrestling with challenges
Tim Chesterfield, director and portfolio manager (Castle Point) and CIO (PG Group), with his analysis of this the month that was. Powered by InvestNow.
Moving on up
Small New Zealand businesses often punch above their weight when it comes to international success. Joanna Mathers meets the owners of two businesses who’ve smashed boundaries and grown their ventures from the ground up.
New investor in a new world (order)
We are in a ‘hinge’ moment, living through a major regime shift, says economist Shamubeel Eaqub. Old ways of investing, especially using the rules of thumb learned over recent decades, may no longer work.
Indian equity markets unveiled
The month of May 2025 was an eventful month for Indian equity markets, marked by increasing foreign investor interest and specific sectoral trends playing out in the face of geopolitical events and policy changes.
Play is the new frontier of workplace learning
We tend to think of learning as a formal, often exhausting exercise – something that happens in structured environments, at set times, with a PowerPoint and a facilitator standing up front.
Market Wrap Up
While broad global market indices fell only mildly in February, significant shifts took place beneath the surface.
Market wrap-up
The fast and the furious! 2025 has kicked off at a whirlwind pace, with an influx of news and developments keeping investors on their toes.