Overall out client portfolio returns continue for be steady both for the last 6 months and year led by the US share market. There is greater volatility with concerns over an AI bubble, but Federal Reserve interest rate cuts and strong corporate earnings have eased tensions…

Like the weather 2025 was an unpredictable (and somewhat worrying) year with “Liberation Day” tariffs, geopolitical tensions, and the rapid rise of AI. But investment returns have been solid. If the first few days are anything to go by, we’re in for another year of drama and surprises… “buckle up, we’re in for a hell of ride in 2026”….

Performance wise, the year to the end of Nov was a game of two halves. In the first half our client portfolio returns were subdued with negative returns from Australasian shares and infrastructure being offset by positive (albeit low) returns from international shares and fixed interest. In the second half, markets came alive with positive returns from all investment classes…

Share markets continue to climb to record highs. New Zealand, which has lagged the rest of the world, has finally got back to where it was in January 2021. Our international equity strategy continues to perform strongly…

Our portfolio returns are following a consistent pattern over the last year, 6 months, and even the last 2 months. Returns are positive in all areas (shares, infrastructure, fixed interest). International shares are consistently the stand-out performer…

It’s all action and reaction in investment markets so far this year and the US is centre stage causing consternation and uncertainty in trade and international relations. In these times of great uncertainty, we’re pleased with our investment performance…

Returns for the full year are strong despite ordinary returns over the last 6 months. This is pleasing given the uncertain market environment. International shares continue to be the standout performer with returns around the 10% mark. Prices are elevated and investor sentiment remains optimistic…

While share prices have fallen over the last few months, strong returns from fixed interest have offset a good portion of this unrealised loss. This is diversification at work as investors move out of shares into safer investments like bonds. It’s good to see that our client portfolio returns for the last year have been strong…

On 2 April (so called “Liberation Day”) Trump announced his long promised “reciprocal tariffs” setting off the biggest fall in share markets since the pandemic. The Trump administration is upending global alliances, global trade agreements, and weakening democracy in America. To quote one commentator “Trump has taken a chainsaw to the international rule book”…

Overall returns have been good over the last year largely driven by the US share market which continues to outperform global markets. The US economy is seen as resilient, and company earnings are strong. Lofty investor expectations for future growth in artificial intelligence are pushing share prices higher and higher. Over hyped?…

Making smart investment decisions can feel a lot like learning to play golf. You aim for success – in this case, financial freedom – but without expert guidance, every shot can feel like a gamble…

Huge excitement and growth expectations for companies developing Artificial Intelligence (AI) is driving prices higher and higher. For sure AI is transformational and will play out over the next few decades…