Global markets were slightly weaker during October as better than expected economic data from the US meant interest rates might not fall as far or fast as forecast. Also uncertainty around the US election weighed on investors minds. We have some initial thoughts on the result of the election and the implications that might have for share markets and interest rates.

Historically September has been a volatile month for share markets and this continued when global markets declined by 4% in a week followed by a 4% rise. However, the month saw a continuation of strong returns. Click here for more information on why this occurred.

Global share markets fell dramatically at the start of August only to regain all of this and finish the month in positive territory. Combined with interest rates moving lower portfolio returns have been good for investors. Click here.

Investment returns have been strong but do vary markedly across different regions as countries continue to navigate the current economic climate. Andrew talks about some of the factors why and the outlook for interest rates in NZ

History has shown September is not a good month for global share markets. Andrew Kelleher talks through why share markets managed to actually finish slightly higher even after a 4% fall early in the month.

Both global and domestic share markets rose in August but it wasn’t as plain sailing as it seemed. Andrew talks through both the movement in share markets and why this occurred.

JMI Wealth Director Andrew Kelleher discusses the recent upgrades to the forecast farmgate milk price, highlighting the improving outlook for the New Zealand dairy sector. He also offers insights on Nvidia, the world’s most valuable company, as anticipation builds for their upcoming quarterly results. Then, onto market figures.

JMI Wealth Director Andrew Kelleher reviews the latest Fonterra Global Dairy Trade Auction results, noting a rise in dairy prices. He then reviews the latest trading update from Kathmandu owner KMD Brands, which presented mixed results. Additionally, he examines household inflation following the release of the Household Expectations Survey by the Reserve Bank of New Zealand (RBNZ). Then, onto market figures.

JMI Wealth Director Andrew Kelleher discusses the current conditions in the services sector following the release of BNZ’s BusinessNZ Performance of Services Index Survey. He then delves into the latest producer price index figures from Stats NZ, focusing on quarterly changes and the key contributing factors. Then, onto market figures.