News
Economic Commentary: Jan 26
Despite some volatility due to concerns around a potential “AI bubble” in US sharemarkets, the December quarter ultimately remained positive and capped off a strong 2025 for investors.
Whilst it is almost impossible to predict short-term market movements (and we would always caution against doing so), as we look forward to the next year it is important to maintain realistic return expectations. History and market positioning would suggest that there will be a moderation of some overheated market sectors at some point, particularly in the US technology space. Whether you believe there is a “bubble” in this area or not, valuations are clearly elevated and this warrants caution. We have and will continue to position your portfolios to participate in the upside should the market continue to rally, but also to provide protection in the event of a downturn emerging.
Tate Scholarship Recipient: Stephen Redwood
Summer Newsletter: Nov 25
From Stephen's Desk
I know we say it every year, but it really is hard to believe that we’re only weeks away from Christmas. It has been a slightly strange year with plenty happening and lots of drama, but I can’t help feeling that life is still a bit like being on a treadmill – walking fast but not really making a lot of progress!
We're incredibly proud to announce that Stephen Redwood was awarded the prestigious Tate Scholarship at the 2024 Financial Advice New Zealand Conference!
This scholarship recognises the top academic performer in achieving the Certified Financial Planner™ (CFP™) certification - the pinnacle qualification in our profession.
Stephen shared: "It was a process that has added a huge amount to what we do. It's a lot of hard work (to obtain the accreditation) but well worth it."
This achievement reflects our ongoing commitment to expertise that makes a real difference to your financial future. When you work with Personal Investment Centre, you're backed by proven, top-tier professional qualifications.
Pictured: Stephen Redwood with Nigel Tate and Heather Roy