The prospect of Trumps pro-growth policies, lower interest rates and better than expected economic data are all positive for global share markets. This along with NZ corporate earnings at cyclical lows should be supportive for the NZ share market also. Read here for a wrap up of the key points from November.

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.

2024 has been a rewarding year for investors. Andrew Kelleher gives some thoughts on the year just been and the year ahead for investment markets.

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.

JMI Wealth Director Andrew Kelleher delves into the release of the Half Yearly Economic and Fiscal Update, analysing key figures. He then explains what these numbers reveal about the economy and explores their broader implications. Then, onto market figures.

JMI Wealth Director Andrew Kelleher reviews Stats NZ's figures on electronic card transactions, noting that retail spending remains subdued and how November fared in comparison to previous months. He then shifts focus to the Australian jobs market, highlighting a fall in the unemployment rate and discusses what this means for a potential interest rate cut. Then, onto market figures.

JMI Wealth Director Andrew Kelleher discusses inflation in the US, providing an analysis of the latest CPI figures. He then shifts focus to New Zealand, where he delves into the Business Financial Data from Stats NZ and examines the current trends in manufacturing activity. Next, he comments on ANZ’s Truckometer and the shifts observed in both the Light and Heavy Traffic Index. Then, onto market figures.