Work with your personal adviser to grow your wealth
February was a disappointing month overall for New Zealand investors. The NZX50 index was down 1.1% for the month, whilst the S&P500 was up 5.17%, and the ASX200 was broadly flat. This continues a recent trend of the NZX50 underperforming its global peers. I’ve discussed the reasons for this under-
Key Developments There remains a degree of uncertainty over New Zealand’s growth. A weaker-than-expected earning reporting season dragged the New Zealand share market lower over the month of February. The New Zealand share market profit reporting season for the December period got off to a weak start with pre-result season
Term deposits are paying 6%, should I abandon my investment strategy? A question being asked by some investors today is whether they should change their investment strategy because term deposits are paying 6%. Their logic goes something like this: “When I look back on the last few years in my
You may be one of our clients who originally hail from the UK and still have paper share certificates from various different British companies. In order to sell them in the UK you will need a UK Broker account but we can sell these if required, or if you have
Tom McBride and Richard Parkin have recently started running investor education sessions with the first subject being “Income in Retirement”. In the session, Tom and Richard look at retirement income by examining research from Massey University outlining the required income for a comfortable retirement and how a well-managed portfolio of
It has been a while since my last newsletter update and a lot has happened since then. It feels like the second half of the year has just flown by, with December upon us, Christmas music is playing and 2024 looming. When I reflect on the last few months, I
The Listed Property Sector has been doing it tough over the last couple of years. The problem has been cyclical and structural headwinds blowing in tandem. A good example of the impact of those headwinds is one of our largest and oldest listed property vehicles, Kiwi Property Group, which is
Genesis Energy has a plan to significantly increase its use of renewable energy by 2035. The company intends to utilise profits from the Kupe gas field to fund a $1.1 billion program dedicated to constructing new renewable energy sources and large-scale battery storage by 2030. In this strategy reset, known
The last quarterly meeting was held on the 1st of December. We discussed the most recent reporting season, which saw aged care come under the spotlight. Aged care has been a difficult area for investors lately as property prices have dropped and sales volumes have slowed down. The sector is
Find An Adviser
Become A Client
