Market update – COVID-19 virus
Share markets globally have undergone a sharp correction and shown increasing volatility as result of rising concern and signs of material effects on businesses and wider economic impacts of coronavirus disease (COVID-19). Read More.
I am delighted to let you know that Smartshares has exceeded $4 billion funds under management (FUM) for the first time. That’s a 35%, or $1 billion-plus increase over the past year. Read More.
This quarter I am pleased to report that in our recent customer satisfaction survey, half of respondents gave us a 9 or 10 out of 10 when asked how likely they’d be to recommend us. Read More.
Markets continued their rally over the quarter ended 30 June. All asset classes, including government and corporate bonds, property stocks and equities, enjoyed strong returns over the year-to-date erasing the paper losses investors experienced last year. Some equity markets, including the NZ equity market, are at an all-time high. Read more
We are delighted to report that in a recent Consumer KiwiSaver satisfaction survey, SuperLife achieved a top three place for overall customer satisfaction. This put us ahead of three of the biggest KiwiSaver schemes and default providers who recorded below average satisfaction scores. Read more
This quarter we provide an update on market activity where global and New Zealand equity markets suffered large declines in the December quarter as a result of global volatility. Read more
This quarter we provide an update on market activity where investment returns echoed the previous June quarter. Some equity markets, including New Zealand’s, performed well, while some performed poorly. Read more
This quarter we provide an update on market activity in particular where equity markets overall bounced back from the losses in the March quarter. Read More.
This quarter we provide an update on market activity, in particular recent volatility in global equity markets after a strong performance in 2017. Read More.
Global equity markets surged in the last few months of 2017. Many markets reached new highs, including New Zealand and the US. Read More.
Over the last three months, share markets have continued to rise and many markets including NZ and the US have reached new highs. Read More.
In recent times, many commentators have announced that the share markets will fall in 2017. We do not know whether this is right, but many of the same “experts” picked a fall last year and the year before. Read More.
The returns to 31 March 2017 highlight the importance of not making decisions on the basis of performance, and in particular performance over the short term, and also having diversification. Read More.
2016, with the benefit of hindsight, was a “normal” investment year. Shares, overall, did better than bonds which did better than cash, but not in every month, and the variations month to month were at times large. Read More.
The investment markets continue to show signs of experiencing higher than normal investment risk. This is seen by the volatility of the returns from one day to the next, and from one month to the next. Read More.
Over the June quarter, the investment markets were "more of the same". Interest rates continued to go lower, and share markets and exchange rates were volitile, giving investors a bumpy ride. Read More.
The general investment environment globally continues to be one of low interest rates, low inflation and below the historical average economic growth level.Read More.
2015 was a year where returns were volatile and uncertain, for all sectors except for Cash. Read More.
The investment returns of the share sectors for the month of September were negative but cash and bonds were positive. Read More.
The investment markets over the quarter were dominated by commentary about China and Greece. Read More.
The last year was a year where the global share markets generally did better than expected (but not in March) and the bond markets performed better than expected (but not each month). Read More.
Over the last quarter all options were positive except Australian shares, emerging market shares and Gemino. Read More.
The investment environment continues to be one of low interest rates, low inflation and low economic growth. Read More.
While the interest rates on cash investments have increased this year, the investment environment continues to be one of low interest rates, low inflation and low economic growth. Read more.
The returns for the 2013/14 year were dominated by low, but rising interest rates. Read more.
The investment markets in 2013 were dominated by three themes: increased liquidity, continued low interest rates and increased bond yields. Read more.
Over the last quarter, changes to the available investment options have been made. Read more.
New legislation leads to a more rigorous identification process and also introduces transfers to and from Australian super schemes. Read more.
The past few months have been a period of growth and a period of change. It is a good opportunity to review your financial situation and make any appropriate adjustments. Read more.
2012 marked a positive turn for the investment market, with long-term average returns being higher than expected in almost every sector. Read more.