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Articles

Continuing to lower interest rates is a policy misstep

By | Insights
At the end of March, the Reserve Bank of New Zealand released their latest statement to the market expressing their view that ‘the more likely direction of our next official...
At the end of March, the Reserve Bank of New Zealand released their latest statement to the market expressing their view that ‘the more likely direction of our next official cash rate move is down.’ The market subsequently priced in two interest rate cuts from here and the major banks have since lowered mortgage rates. Whilst households may have breathed a sigh of relief as the cost of servicing debt goes lower, retirees and income dependent investors likely preferred to look the other way. The bigger question here is, does the state of the underlying New Zealand economy really warrant... Read more

The value of bonds in an equity market downturn

By | Insights
When equity markets are buoyant and stock market indices are seemingly reaching new market highs on a daily basis, it’s easy to question why people should advocate investing in bonds....
When equity markets are buoyant and stock market indices are seemingly reaching new market highs on a daily basis, it’s easy to question why people should advocate investing in bonds. After all, in the current interest rate environment, it’s difficult to find returns materially above four percent, and in a lot of cases, lower still. However, the last month is hopefully a timely reminder as to why we look at investing from an overall portfolio perspective, which includes multiple asset classes (equities, bonds, property and cash). The NZX50 returned -6.15% for the month of October 2018, which is the eighth... Read more

The Independent Financial Adviser.

By | Insights
When you’re unwell, you visit your doctor. You meet with a lawyer if you have a legal issue and when you need to borrow money, you go to your bank....
When you’re unwell, you visit your doctor. You meet with a lawyer if you have a legal issue and when you need to borrow money, you go to your bank. So when you need financial advice, you should seek it from an independent financial adviser. A financial adviser is a professional who provides financial guidance to clients based on their needs and goals. In the NZ context, they typically provide clients with access to various investment products and services, planning or advice related to retirement, mortgages, estate planning, taxes and more.  Financial advisers are required to meet a fiduciary standard... Read more

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