It’s been a busy couple of weeks. The S&P 500 fell 2.0% last week as investors rotated out of the high-flying sectors and into some of the laggards which look better value. The S&P 500 Equal Weight index has performed much better, while the Russell 2000 (comprised of smaller companies) is up 7.8% over the…

Portfolio Manager, Mohandeep Singh, recently sat down with Madison Reidy to discuss the changing faces of leadership at some of our largest listed companies. Click here to watch, or continue reading. Leading any business is no easy gig. Leading a listed company comes with the extra pressure of being in the public eye and having…

Retirement – the golden years where you kick back without the constrains of the working week and enjoy life.  Picture your ideal retirement. What does it look like? Is it jet-setting around the world or simply enjoying leisurely days at home with family and friends? There’s no one-size-fits-all answer here, but a little soul-searching can…

Asset allocation is foundational to building diversified portfolios. The term ‘asset allocation’ refers to the mix of various asset classes in an investment portfolio. The available asset classes typically include stocks, bonds, alternatives, and cash equivalents, with each having a long-term target percentage or range in the portfolio. To identify a suitable asset allocation, an…

This week’s global economic highlight will be the US inflation report, while Federal Reserve Chair Jerome Powell will testify to Congress on Tuesday and on Wednesday. Markets see a 77% chance of the Fed cutting rates in September, with a cut fully priced by November. Politics will also remain in focus after last week’s UK…

Lessons from the Mindful Money Conference and Awards 2024. New Zealand’s impact investing community gathered at the Mindful Money Conference and Awards recently to discuss the challenges and opportunities present across this fledgling landscape. Helen Bullick, who leads Craigs’ Specialised Wealth Advisory Team, attended the conference and awards, engaging in roundtable discussion with other delegates….

It was a lucrative first six months of the year for investors. World shares rose 10.3 per cent with major indices in the US, UK, Europe, Japan and Australia hitting new record highs. Returns from all those markets (bar Japan) were higher still if one accounts for currency moves, with the NZ dollar notably weaker…

Politics will be in the spotlight with the first round of French legislative elections on Sunday, then the UK general election on Thursday. In the US, investors will be watching the latest ISM manufacturing and services indices on Monday and Wednesday, before the all-important jobs report on Friday. It’ll be a holiday-shortened week with the…

This article was originally published on the BusinessDesk website. New Zealand has made great strides in gender equality – but an 8.6 per cent gender pay gap remains, resulting in a retirement savings gap of 25 per cent for women. Awareness of this gap, says Chantal Baxter, an adviser at Craigs Investment Partners, has led…

Gloom seems to be what sells these days. There was a study last year which found that negative words in news headlines increased consumption and click-through rates, while positive words decreased them. That’ll be no surprise to the journos among us. After all, “If it bleeds, it leads” has been said in newsrooms across the…