Equity markets for the year so far can be described in one word: Volatile The current situation in markets is being driven by rising interest rates, alongside multi-decade high inflation, clogged supply chains and the war in Ukraine. Times like these can often spark our ‘fight or flight’ instinct, or
Tobias Taylor is the chief executive of Midlands Mortgage Trust. The fund has $52 million in loans out on $120 m in security, so he says the firm has a lot of head room in its asset allocation. He says once you talk to your investor clients in the numbers
What are your predictions? I can hardly claim this is a prediction, because it is well documented. But certainly, in the immediate term, we will continue to live in a low interest rate environment. For borrowers, this is good news. However, for savers and investors in income assets, it’s not
It is the process of anticipating what could lie ahead, and the creation of methods and processes to help minimise the potential negative effects of future influence… but can you ever truly 100% futureproof a portfolio? The truth is you can’t completely 100% future-proof any portfolio, because investment involves risk
As many readers will know, as well as being a Hawkes Bay based financial adviser who has been servicing Bay clients for over 10 years, I also have a national role with AdviceFirst. Today, AdviceFirst includes the now rebranded Spicers business and has a strong presence with 15 offices throughout
Recently I had the pleasure of traveling around New Zealand with economic commentator and journalist Bernard Hickey’ where we have been presenting to AdviceFirst clients and local professionals about themes important to today. We have also been joined by fund managers Fergus MacDonald of Nikko Asset Management and Craig Stent
