Liberation Day saw markets fall as tariff announcements were made. Since then we have seen them delayed, reduced and increased. This uncertainty is having an impact of sharemarkets across the globe. Read here for a wrap up of the last few weeks.

The shine of the US share market has dulled as uncertainty with what Trump will do next has investors wary. At the same time European share returns starts to see some life. For more detail please click here.

Despite a turbulent month with tariffs and AI disruption, global sharemarkets ended January higher. In this month’s issue JMI Wealth provide a wrap up of the key points over the month of January.

Markets don’t like uncertainty, and the US president is providing an abundance of that at the moment. Andrew talks about the implications tariffs are having on share markets and why the impact is not just contained to the US.

Andrew provides a wrap up of the markets over February with the “Magnificent 7” and some of NZ’s largest companies delivering negative returns for investors.

Andrew provides a wrap up of 2024 and what might be in store for investment markets in 2025.

JMI Wealth Director Andrew Kelleher discusses ANZ’s recent findings, which suggest that additional interest rate cuts will be required to assist economic recovery. He also comments on China’s latest GDP figures and highlights the implications of tariffs on the country’s outlook. Then, onto market figures.

JMI Wealth Director Andrew Kelleher reviews the latest Fonterra Global Dairy Trade Auction results. He also comments on the March REINZ report, pointing out trends in the New Zealand property market. Additionally, he discusses inflation in New Zealand, reviewing the most recent Selected Price Index data. 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 also examines Stats NZ's figures on electronic card transactions, pointing out a slowdown in retail spending. Additionally, he provides an update on migration trends for February. Then, onto market figures.