INSIGHTS

In this podcast episode, Mark Lister, Investment Director, discusses the recent interest rate hikes by the Reserve Bank of New Zealand (RBNZ) and the Federal Reserve in the US. What does this mean for investors, and will it prove to be a turning point for financial markets?

Kristina Price, Investment Adviser at Craigs Investment Partners, takes us through the current economic landscape, the impact of a recession on investing and also the opportunities. It seems like it’s hard to go past a newspaper these days without getting into a panic attack about the state of the world and the economy and that pesky “R” word.

In this week's podcast, Mark Lister, Investment Director, discusses the impact of the holiday-shortened week in the US and UK, the ISM manufacturing index and jobs report in the US, and Europe's latest inflation figures. In New Zealand, the focus will be on assessing the impact of the Reserve Bank's actions on interest rates and financial markets from last week.

Despite economic uncertainty, world share markets have remained remarkably calm. With stubbornly high inflation, uncertain interest rates, and the impending US debt ceiling issue, one would expect market tension. However, the S&P 500 has rallied almost ten percent this year, and volatility is at a two-year low. Are we becoming too complacent?

In this podcast episode, Mark Lister, Investment Director, discusses how despite uncertainty and significant economic challenges, global share markets remain surprisingly calm. Inflation persists, interest rate projections are unclear, and the US debt ceiling issue looms. Despite the magnitude of these concerns, markets have not shown signs of nervousness, with the S&P 500 rallying nearly ten percent and volatility reaching its lowest point in almost two years. Is this a sign of complacency?

In this week's podcast, Mark Lister, Investment Director, discusses the Reserve Bank of New Zealand's perspective on additional stimulus, the potential rise of the Official Cash Rate this Wednesday, and the eagerly awaited earning releases from market heavyweights Mainfreight and Fisher & Paykel Healthcare.

Artificial intelligence, or AI is a hot topic at the moment. Many industries are at risk of being disrupted by these advances, potentially leading to some jobs becoming less relevant, or even obsolete. At the same time, the innovations and potential productivity improvements are exciting. But what does AI mean for investors? 

The Japanese sharemarket has been performing very well this year, outpacing most others. Mark Lister, Investment Director, spoke to Nicholas Weindling, Fund Manager at JPMorgan Japanese Investment Trust about why Japan has been strong, and how the outlook is shaping up for the future.They spoke about the state of the economy, reasons why Japan has experienced lower inflation than many other countries, and other developments taking place in the region. Nicholas shared his thoughts about sectors and parts of the market he favours most, as well as what he is avoiding.

In this podcast episode, Mark Lister, Investment Director, discusses one of the hottest topics around at the moment, Artificial intelligence, or AI.

In this week's podcast, Mark Lister, Investment Director, discusses the US retail sales and Chinese activity indicators for April, the most recent Reserve Bank of Australia meeting minutes and quarterly earnings from international companies Depot, Walmart and Alibaba.

Last week, we got some new unemployment figures for New Zealand and the US. In both cases, the upshot was that the labour market is still extremely tight, and wages are still rising solidly, albeit at a slower pace. Against that backdrop, it’s hard to believe a recession might be on the doorstep of either country. Things can’t be that bad when everyone has a job and the labour market is still ticking over nicely, can they?

In this podcast episode, Mark Lister, Investment Director, discusses the latest unemployment figures for New Zealand and the US and how it’s hard to believe a recession might be on the doorstep of either country.

Telstra is Australia's largest telecom company with a global reach and a recognized brand. Despite disruption from the National Broadband Network (NBN), it has transformed to be well-positioned for the future.

Microsoft and leading New Zealand-owned investment advisory firm, Craigs Investment Partners, have signed an agreement to migrate Craigs’ operations to Microsoft’s forthcoming hyperscale datacenter region.

In this week's podcast, Mark Lister, Investment Director, discusses the banking sector, US debt ceiling concerns, and interest rate hikes by central banks, keeping markets nervous. Next week, we have the Australian budget, a vital US inflation report, and international earnings releases as the reporting season ends. Find out how this impacts investors and what to watch in the days ahead.

Mark Lister, Investment Director, spoke with Patrick Farrell, Chief Investment Officer for Charles Stanley in London. They discussed the economic outlook for the UK, stubbornly high inflation, and the ongoing impact of the Ukraine war. Patrick also shared some thoughts about which parts of the market might be best positioned against this backdrop and which sectors he was more cautious about.

If you’re lucky enough to have a bit of surplus cash at the moment, it’s a difficult time to think about putting it to work. You want your hard-earned capital to work productively, but it’s scary to think about venturing into financial markets (or any asset class, for that matter) with your savings. Jumping in boots and all could be unwise, while sitting back and waiting for perfect conditions to emerge can also backfire. In this article, we'll discuss some of these challenges and strategies investors can use to get invested.