In our podcast this week, Mark Lister, Investment Director discusses world sharemarkets were subdued last week, while interest rates were mixed and the NZ dollar rebounded. Looking ahead, the local highlight will undoubtedly be the latest Monetary Policy Statement from the Reserve Bank of New Zealand on Wednesday afternoon. Another increase in the Official Cash Rate is assured, which should see it reach its highest levels since early 2009, and the only question is how high does it go.
Nov 20, 2022•23 min
In our podcast this week, Mark Lister, Investment Director discusses that US shares rose strongly last week, after lower-than-expected October inflation figures were released. At the same time, bond yield fell sharply as investors pondered the prospect of a less aggressive Federal Reserve in the months ahead. We also saw some positive news out of China, suggesting policymakers might be starting to relax their very stringent COVID zero policy. Have markets reached a turning point, and will the up...
Nov 13, 2022•25 min
In our podcast this week Mark Lister, Investment Director discusses last week was an extremely eventful one for global financial markets, and there's plenty more going on in the days ahead. The US midterm elections are coming up, and there's an important inflation report coming out of the US too. Closer to home, the Reserve Bank will release its survey of expectations, while earnings releases will be forthcoming from Mainfreight, Xero, and two of the Australian banks.
Nov 06, 2022•23 min
In our podcast this week Mark Lister, Investment Director discusses a very busy week looms across financial markets, with central bank decisions due in Australia, the US and the UK, as well as the latest unemployment figures set to be released here in New Zealand. After a mixed bag of results from several US heavyweights last week, investors will also be watching more earnings releases to take the pulse of the corporate sector. Listen in to find out where markets might be headed next, and what y...
Oct 30, 2022•22 min
In our podcast this week Mark Lister, Investment Director discusses another challenging week for financial markets, with a hot US inflation report and all the drama in UK bond markets keeping investors cautious. In the days ahead, the latest New Zealand inflation figures are out, China will release its latest GDP report, and many of the world’s biggest companies are set to announce earnings.
Oct 16, 2022•21 min
In our podcast this week Mark Lister, Investment Director discusses the Reserve Bank upping the Official Cash Rate again, a crucial inflation report due out of the US, and the beginning of the international reporting season. Find out what this means for the path of interest rates from here, and what investors need to know as some of the world’s biggest companies announce their latest earnings results.
Oct 09, 2022•23 min
In our podcast this week Mark Lister, Investment Director discusses another action-packed week across financial markets, with the month of September living up to its name as one of the more challenging of the year. There’s plenty to come this week, including another potential hike in the Official Cash Rate, and some crucial economic indicators out of the US. Can markets find a bit of stability in the days ahead, or is the September volatility likely to continue into October?
Oct 02, 2022•23 min
In our podcast this week Mark Lister, Investment Director discusses another volatile week for financial markets, with US shares falling sharply and some very severe moves in the UK on Friday. Find out what this all means for New Zealand investors, and which key releases we need to keep a close eye on during our holiday-shortened week.
Sep 26, 2022•20 min
In our podcast this week Mark Lister, Investment Director discusses a stronger than expected inflation report, some cautious comments from US economic bellwether Fedex hitting sentiment and an important central bank meeting coming up this week, that could create more volatility across financial markets.
Sep 18, 2022•18 min
In our podcast this week Mark Lister, Investment Director discusses which regions performed best and why a strong US dollar has been a tailwind for some local investors. There’s plenty coming up this week too, including some economic data here in New Zealand that will tell us if we’re anywhere near recession.
Sep 11, 2022•18 min
In our podcast this week Mark Lister, Investment Director discusses another tough week for sharemarkets around the world, although the local market held up much better. Find out why, and what to keep an eye out for in the days ahead. We’ve got three major central bank meetings to monitor this coming week, and an escalating geopolitical situation in Europe over energy supply.
Sep 04, 2022•20 min
In our podcast this week Mark Lister, Investment Director discusses last week being a tough one for markets, with US shares posting their biggest weekly fall in two months. What caused this volatility, and how are the coming five days shaping up for investors?
Aug 28, 2022•20 min
In our podcast this week Mark Lister, Investment Director discusses another week is behind us, and another hike in the OCR to digest. Listen here to hear our thoughts on how much higher local interest rates might go, as well as which earnings releases and other economic developments are worth keeping an eye on in the days ahead.
Aug 21, 2022•20 min
Sharemarkets have had a volatile ride in 2022, with a very difficult first half of the year followed by a pleasing rebound during July and August. Mark Lister, Investment Director and Mo Singh, Senior Research Analyst discuss whether the current optimism will last, how local companies are positioned, and what investors can learn from the moves we’ve seen this year.
Aug 18, 2022•9 min
In our podcast this week Mark Lister, Investment Director discusses this week shaping up as a busy one, with the Reserve Bank likely to increase the Official Cash Rate again, and a plethora of local companies set to announce results as the earnings season kicks off. Here’s what we expect happen to interest rates this week, and a few thoughts on which company results might be worth watching.
Aug 14, 2022•24 min
In our podcast this week Mark Lister, Head of Private Wealth Research discusses another busy week ahead, with a crucial inflation report due out of the US and the latest housing market figures set to be released here in New Zealand. Find out what these developments could mean for the economy and financial markets, and get the heads up on what you need to know for the week ahead.
Aug 07, 2022•22 min
In our podcast this week Mark Lister, Head of Private Wealth Research discusses another good week for global sharemarkets, capping off the strongest monthly gain since 2020 across many indices, key economic releases in the US, as well as here at home, and many more large international companies set to announce earnings.
Jul 31, 2022•19 min
In our podcast this week Mark Lister, Head of Private Wealth Research discusses a fairly good week for investors with most sharemarkets up and a solid start to the US reporting season, the Federal Reserve decision in the US, and earnings releases due from Amazon, Apple, Microsoft, Nestle and Procter & Gamble.
Jul 24, 2022•19 min
In our podcast this week Mark Lister, Head of Private Wealth Research discusses the OCR increasing again, US inflation coming in even hotter than expected, and the Chinese economy growing much more slowly than expected. Looking ahead, highlight of the coming week will include the latest inflation figures here in New Zealand, as well as earnings releases from international heavyweights Goldman Sachs, Johnson & Johnson, Netflix and Tesla.
Jul 17, 2022•17 min
In our podcast this week Mark Lister, Head of Private Wealth Research discusses the NZ market having its best week since October 2020, the US jobs report being stronger than expected and the continuation of the current housing market trends.
Jul 10, 2022•15 min
In our podcast this week Mark Lister, Head of Private Wealth Research discusses how it's been a difficult first six months of the year, signs of improvement in China, another interest rate hike likely across the Tasman and in New Zealand, the QSBO survey and latest dairy auction will be closely watched.
Jul 03, 2022•18 min
In our podcast this week Mark Lister, Head of Private Wealth Research discusses how Global sharemarkets rebound as oil prices fall back and interest rate decline slightly, some good news for farmers, as Fonterra ups its 2022/23 milk payout forecast and another important US inflation report to keep an eye on this week, while here in New Zealand the ANZ Business Outlook survey will take the pulse of the corporate sector.
Jun 26, 2022•16 min
In our podcast this week Mark Lister, Head of Private Wealth Research discusses how it was a rough week for investors with the US and NZ markets falling into 'bear market' territory, central banks were in focus with interest rate hikes in the US, UK and Switzerland, the GDP figures were out and softer than expected and the latest housing market report provided further evidence of a weakening property market.
Jun 19, 2022•21 min
In our podcast this week Mark Lister, Head of Private Wealth Research discusses how last week was a rough week for the US in particular, the Reserve Bank of Australia hiking interest rates more than expected and Fonterra being a top performer in the NZX 50 this week.
Jun 13, 2022•16 min
In our podcast this week Mark Lister, Head of Private Wealth Research discusses how last week was the best week for New Zealand markets in four months thanks to some of the big players on the index, the improvements in the China May PMI results and the release of the May US inflation rate this week.
Jun 06, 2022•15 min
In our podcast this week Mark Lister, Head of Private Wealth Research discusses the impressive rebound of the S&P500 in the US, the revised projections of the OCR and inflation given the OCR rise last week and the upcoming announcements of Chinese economic indicators.
May 29, 2022•16 min
In our podcast this week Mark Lister, Head of Private Wealth Research discusses the tumultuous previous week, particularly in the US and the key economic announcements closer to home including the dairy auction where prices are likely to be the highest we've ever seen and the potential impacts of the results of the Australian election.
May 22, 2022•18 min
In our podcast this week Mark Lister, Head of Private Wealth Research discusses the ongoing volatility from last week, the potential stability of the interest rates and the increasing signs of a housing cooldown.
May 15, 2022•18 min
In our podcast this week Mark Lister, Head of Private Wealth Research discusses the rollercoaster that was last week, particularly in the US, the effects of higher interest rates and what the impending REINZ housing market report for April might have in store.
May 08, 2022•16 min
In our podcast this week Mark Lister, Head of Private Wealth Research discusses the NASDAQ having it's worst month in April since October 2008, making things difficult for US share investors and what is coming up in the local calendar.
May 01, 2022•14 min
