Market & Portfolio Update - April 2021
Global share markets continued their march higher during April, rising 4% in local currency terms. Economic data has brushed off the horrid Covid situation in India and continues to surprise to the upside. Labour markets are rebounding quickly compared to other cycles and business confidence surveys sit comfortably in expansionary mode.
One theme that continues to be front of mind for investors is rising inflation around the world. Covid-19 has disrupted the global supply chain, initially causing things to grind to a halt before quickly needing to ramp back up to levels higher than pre-covid. This “whip” type effect, along with the large-scale stimulus, has resulted in inflation rates rising. We began adjusting our investments for this in the second half of 2020, by adding inflation-linked bonds in both the NZ fixed interest and global fixed interest sectors.
Using Your Home to Grow Your Wealth: How to Leverage Equity to Buy a Rental
You have worked hard to buy your home. Paid the mortgage, watched the value rise, and chipped away at the balance over time. Now you might be wondering: can this be the foundation for something more?
If you have built up equity in your home, the answer might be yes.
Market & Portfolio Update - July 2025
The global share market (represented by the MSCI World Gross Index) was up +4.2% in NZ dollar terms in July as the Trump administration finalised several trade agreements, including with Vietnam, Japan and the EU. Although these new tariff rates are significantly higher than the average rate before Trump’s presidency, equity markets responded positively to the fact that the new agreements reduce the risk of an escalating trade war.