There has been increasing talk of a US recession in recent weeks, with one major global bank suggesting the odds of this are 60 per cent. It’s certainly possible if harsh tariffs remain in place, although the outlook could brighten quickly if we see further de-escalation. Recessions are an inevitable part of the business cycle,…

European shares have been performing much better than their US counterparts for much of 2025, and the region has found itself increasingly popular with investors. Will this resilience continue, and has Europe become a much more attractive investment proposition? Watch their discussion below to hear Timothy’s thoughts on the outlook for the European market, and…

President Trump’s second term in the White House started with a flurry of executive orders aimed at reshaping American life, including several that directly target diversity, equity and inclusion (DEI) initiatives. The origins of DEI can be traced back to the 1960’s, during the civil rights movement and the introduction of employment laws and affirmative…

The strategic partnership between Craigs Investment Partners (“Craigs” or “the Firm”), a leading wealth management firm in New Zealand, and TA Associates (“TA”), a leading global private equity firm, takes effect today, with all conditions relating to the agreement, including Overseas Investment Office (OIO) consent, Court approval and shareholder approval obtained. Initially announced in December,…

A lot of people are frustrated with US President Donald Trump, but there’s one who has a more genuine case than most. That’s Federal Reserve Chair Jerome Powell, and it’s not just because Trump wants to fire him. Until recently it looked like Powell and the Fed might’ve done the impossible, or at least the…

It’s a big week for economic data releases in the US, with the jobs report due on Friday, the ISM manufacturing index and core PCE inflation report ahead of that, as well as the preliminary GDP reading for the March quarter. Here in New Zealand, we’ll be watching the latest monthly ANZ Business Outlook survey…

Telix is an Australian healthcare company at the forefront of radiopharmaceuticals – a specialised field that combines medical imaging and cancer therapy. Since its founding in 2015, Telix has rapidly grown by commercialising these complex treatments, transforming what was once a niche offering into a scalable, global business. Changing the cancer treatment landscape Radiopharmaceuticals use…

Earth Day is celebrated on 22 April 2025, a day dedicated to showing support for environmental protection. Since its inception in 1970, Earth Day has grown into a global movement, with events reaching 1 billion people in more than 190 countries. This year’s theme, “OUR POWER, OUR PLANET,” emphasises the urgent need to ramp up…

It’s been a very volatile few weeks for investors, and some markets and asset classes have fallen heavily amidst the uncertainty. All declines are different and it’s impossible to say when or where this one ends. However, here are a few suggestions for navigating this one. Resist the urge to panic. One important piece of…

The US market ended the week up 5.7%, which saw it finish 12.7% off its February highs, having been down 18.9% at its weakest point and very close to bear market territory. Most other markets finished the week slightly lower, with the local NZX 50 down 1.7%. Despite last week’s partial tariff backtrack from the…