US Equities – simply momentum or something more fundamental
The momentum run in the US market continues to be very strong. It resembles in many ways the peak rally in 1999 to early 2000, just before the “dot com” crash.
Like that historic era, earnings growth in the tech sector today is outpacing the growth of the rest of the US economy. As I review the trading screens of the S&P500 index last week they were screening expensive, at the extreme end of the two standard deviation range. In a chartist’s world, it is a signal to sell and reduce exposure to the over-priced assets.
But hold on;...MORE»
Lessons from a silent housing crashFriday, June 14th, 6:42AM
It certainly has been a rollercoaster ride for the economy and markets over the past four years. MORE» |
Financial markets: Calm seas never made a skilled a sailorSaturday, June 8th, 6:29AM
I grew up with a knack for numbers. Through my early years I always found maths something that came naturally to me which in turn sent me off on the path to become a Portfolio Manager, as I am today. This journey was somewhat less traditional than some, but one that provoked an interest in financial markets at each turn. MORE» |
|
Stock picking: deciphering what’s signal and what’s noiseWednesday, June 5th, 4:09PM
Investment markets are forward looking. MORE» |
Air New Zealand – brightness on the horizon?Monday, May 13th, 10:30AM
It is no secret that the airline industry has faced a turbulent time in recent years, with participants halted for long periods during the pandemic, and making large losses. MORE» |
![]() |
Sponsored by: |
|
Select committee against bill to limit use of KiwiSaver as part of pay package
The majority of the Finance and Expenditure Committee doesn’t think a bill to make it harder for employers to include KiwiSaver contributions in employees' pay should be passed. MORE»
KiwiSaver reform next steps - bail up a politician
The Retirement Commissioner has made her recommendations for improving KiwiSaver and wants help from members of the financial services industry to get politicians to actually read it. MORE»
KiwiSaver not hot on Kiwi markets
KiwiSaver funds under management increased 7.2% for the first quarter of the year (from $107.5 billion to $115.2 billion) to deliver 18.6% over the previous 12 months, but the value of NZ assets fell for the quarter. MORE»
No shift on KiwiSaver balance gender gap
New KiwiSaver analysis for 2023 shows the 25% gap between men and women’s balances did not improve over the year. MORE»
National Capital: Women should back themselves on investment
Women can narrow the $61 billion KiwiSaver retirement gap through playing to their investment strengths, says financial advice firm National Capital. MORE»
Aurora KiwiSaver targets private assets that support business growth
Aurora Capital, which has allocated 3% to private corporate debt for its KiwiSaver conservative and growth funds, is also interested in investing in startup companies. MORE»
QuayStreet and Generate prominent in Morningstar’s latest KiwiSaver results
KiwiSaver assets increased, owing significantly to market movements, to end the March quarter at $108.6 billion, up $4 billion from the end of last year. MORE»
Nikko relaunches its KiwiSaver proposition
Nikko has relaunched its GoalsGetter KiwiSaver proposition adding other managers’ funds and making improvements for advisers. MORE»