News
Economic Commentary: Aug 25
Sharemarkets have maintained the strong momentum which began in mid-April following the initial rollback of US tariffs.
Investment performance over the past quarter and 12-month period has been very positive. While these results are encouraging, we maintain a cautious stance with a slightly defensive bias. Several significant challenges remain unresolved in the global economy, including ongoing tariff uncertainty, elevated government debt levels, slowing growth, persistent inflation pressures, and stretched valuations in some market sectors. Given these factors, our portfolios are positioned slightly conservatively across all risk profiles, with underweight positions in US equities and overvalued sectors. While momentum continues to drive markets higher, this dynamic can shift rapidly.
Summer Newsletter: Dec 24
From Stephen's Desk
We’re approaching the end of another year, looking forward to summer and a bit of down time. Fortunately, it has been quite a good year in general for investors with some attractive returns, which is nice after a few tough years.
Autumn Newsletter: Apr 24
From Pete's Desk
Stephen and I recently attended the Financial Advice NZ conference in Wellington, catching up with other advisers and listening to some interesting speakers. Whilst there Stephen was presented with the Tate Scholarship, which is awarded to individuals who have recently completed the Certified Financial Planner CM certification.