Category: NZ Market & Economy
Productivity concerns and signs of stagflation
Tom Monti, 28 Apr 2021
Much attention from financial markets has been given to inflationary indicators in global economies; inflation being a key consideration for
Inflation about to hit main street. What’s the story?
William Curtayne, 20 Apr 2021
Markets will have one and half eyes on inflation prints over the rest of 2021 as investors try to ascertain
The long-term outlook for inflation – 5 key drivers
William Curtayne, 20 Apr 2021
We take a closer look at 5 key drivers that may contribute to long-term inflation.
1. Ageing demographics – the median
How will corporates spend their excess cash and what does this mean for investors?
Ian Robertson, 20 Apr 2021
As earnings growth and visibility beyond the pandemic improve, how companies choose to spend elevated levels of cash held as
Stock Story: SeaLink Travel Group
Michael Higgins, 08 Apr 2021
Portfolio Manager Michael Higgins tells the story behind SeaLink Travel Group and why it has been one of our best-performing
The month in 60 seconds: Mar ’21
Mark Riggall, 08 Apr 2021
Portfolio Manager Mark Riggall discusses March’s key highlights in 60 seconds.
Have low rates created investment bubbles? What should investors do?
Jonathan Windust, 23 Mar 2021
Lower interest rates have led to higher valuations of many company shares as investors look for alternative ways to save,
Highlights from NZ company earnings season
Michael Luke, 18 Mar 2021
The February earnings season provided a snapshot of the impact Covid-19 has had on different sectors over the last six
Inflation’s return? Implications of the great reopening
Alexander Whight, 10 Mar 2021
The economic recovery from the COVID pandemic has been much better than anyone predicted. Global consumption is expected to boom
US Earnings Recap – a year ago vs now
Dr Deborah Lambie, 16 Feb 2021
This time a year ago, as companies were reporting their year-end earnings, the S&P 500 closed at USD $3.36 trillion1