News
Economic Commentary: Nov 25
It has been another strong quarter for investors as the positive performance from both shares and fixed interest continues to deliver pleasing results.
Despite the sharp fall in April, the 12-month return numbers are also very attractive across most asset classes. Whilst it is almost impossible to predict short-term market movements, and we would always caution against attempting to do 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. Whilst we don’t believe that there is currently a “bubble” in this area, valuations are 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
Winter Newsletter: Jun 25
From Stephen's Desk
I must admit that the first 5 months of the year haven’t quite gone according to plan, which is part of the reason for the later-than-usual newsletter. It is also the reason that I have been running a little behind schedule and apologies to everyone if I haven’t returned to you as quickly as I would like.
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