2 MIN Investment returns have been strong since the start of the year, supported by some signs of moder...
12 May 2023
2 MIN
A lop-sided economic slowdown
With plenty of policy tightening still in the pipeline
In...
Reflecting on the past financial year, it has clearly been a challenging one for investors. Despi...
8 May 2023
7 MIN
Surging migration flows a possible game changer
Inflation battle being won but victory still a ways off
Interest rate peak edges closer
Risks around our h...
28 Apr 2023
Labour markets are still tight everywhere all at once. We take a quick look into why
But i...
18 Apr 2023
Reflecting on the past financial year, it has clearly been a challenging one for investors. Despi...
12 Apr 2023
We retain our view of a 20% peak-to-trough correction in house prices, implying a further 4-5...
24 Mar 2023
Responsible investing takes into account environmental, social, and governance (ESG) factors when...
14 Mar 2023
Peak global pessimism appears to be behind us, we chat about NZ implications
Risks around ...
3 Mar 2023
Since the onset of the pandemic, the global economy has been hit by several demand and supply sho...
17 Feb 2023