5 07, 2017

Winter Update

By | 2018-01-25T14:00:56+00:00 July 5th, 2017|Good advice|0 Comments

From April to June 2017 diversified portfolios again delivered generally positive returns, although at a more subdued rate than investors have become accustomed to in recent quarters. For much of the second quarter major markets were relatively benign, perhaps distracted by the prolonged attention given to two very important elections in Europe. The first was [...]

20 05, 2017

Vision Blurred by Hindsight Bias

By | 2018-01-25T14:00:56+00:00 May 20th, 2017|Good advice|0 Comments

The financial industry is a magnet for jargon. Some of it can be useful, but some can be downright dumb. Top of the 'dumb' list would be a headline that has consistently appeared in many financial publications since 2009. That is, "The easy money has been made". This comment gives the impression that the past [...]

30 04, 2017

Key Market Movements for the First Quarter in 2017

By | 2018-01-25T14:00:57+00:00 April 30th, 2017|Good advice|0 Comments

New Zealand shares +5.08% The local market bounced back from a weak final quarter in 2016 to post a strong start to the year. With improving global growth expectations, still supportive credit conditions and renewed strength in overseas equity markets, the New Zealand market enjoyed a very good quarter. Leading performers included Tower [...]

20 01, 2017

Putting a Price on Happiness

By | 2018-01-25T14:00:57+00:00 January 20th, 2017|Company Size, Credit Rating, Good advice, Investment Term, Market, Profitability, Relative Price|0 Comments

Most people seek happiness. Some economists even think happiness is the best indicator of the health of a society. However, while money can make us happier, studies show that after our basic needs are met, it doesn't make us that much happier. This has implications for financial planning because one of the biggest issues we [...]

10 01, 2017

Chinese Whispers and Social Media

By | 2018-01-25T14:00:58+00:00 January 10th, 2017|Good advice, Market|0 Comments

If you want to build a reputation for credibility, don't join the mainstream financial media. They predicted financial Armageddon when there was increased volatility in China at the start of the year. It never eventuated. Then came the surprise Brexit vote at the end of June and the naysayers came out in force again. "As [...]

5 01, 2017

Summer Update

By | 2018-01-25T14:00:58+00:00 January 5th, 2017|Good advice, Market, Relative Price|0 Comments

Investment markets delivered another solid year in 2016. If we only looked at the year end returns of the various asset classes, we might reasonably conclude it was a relatively benign investment environment. However, having navigated all the twists and turns throughout the year, we know nothing could be further from the truth! The major [...]

2 01, 2017

The US Elections and Your Portfolio

By | 2018-01-25T14:00:58+00:00 January 2nd, 2017|Good advice, Market|0 Comments

We’ve all now heard the result of the US elections. Given the polls just before the election day, the outcome was a surprise, to say the least. The result has been compared to Brexit, which was one that was similarly surprising. Perhaps we are less sceptical. Living in the world of financial markets, we know [...]

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