On Point

Craigs Investment Partners
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On Point

Stay on point with Craigs. Keep up to date with the latest developments in financial markets and the economy. Investing involves risks. You aren’t guaranteed to make money and you might lose the money you started with. Any information provided is general, current at the time and not financial advice. It doesn’t take into account your particular financial situation. We don't accept liability for results of actions taken or not taken based on information provided. Before making any investment decision we recommend you seek professional assistance from an investment adviser. Visit craigsip.com.

  1. 15 GIỜ TRƯỚC

    ep 247 | The week ahead - German election set to take centre stage

    The German election will be a highlight of the international week, with the first results due early Monday morning here in New Zealand. The key release in New Zealand will be the ANZ Business Outlook, due on Thursday. The Australasian earnings season continues this week, and it'll be another busy one with a raft of companies scheduled to report. It's a quieter week on the international earnings front, although Home Depot and Salesforce will release earnings results, as will NVIDIA.

    15 phút

  2. 4 NGÀY TRƯỚC

    ep 246 | Should we let Trump put us off investing?

    We’re a month into President Trump's second term and there’s 47 more to go, which means investors need to make peace with a less predictable market backdrop and get on with it. While sitting on the sidelines for the next four years is one strategy, it’s unlikely to be a very good one. Don't forget, the S&P 500 increased 58 per cent during Trump’s first term despite plenty of twists and turns, and there’s every chance you’ll be rewarded for keeping your cool this time around too.

    6 phút

  3. 16 THG 2

    ep 245 | The week ahead - Another bumper OCR cut, and maybe the RBA's first move?

    This week’s economic highlight will be the global flash PMIs for February, which are due on Friday. Last month these pointed to a good start to year for the global economy, and we'll be watching for further improvements, particularly in Europe. There'll be plenty of action in this part of the world too. Another 50-basis point cut to the OCR is expected here in New Zealand on Wednesday, while we're also expecting the first rate cut of this cycle across the Tasman, which would be an important milestone for the Australian economy and sharemarket.

    14 phút

  4. 11 THG 2

    ep 244 | Will we see some green shoots this earnings season?

    The local reporting season begins this week, and we've got high hopes for a more optimistic tone. It’s been a very difficult couple of years for most businesses, but things are getting better. The period this reporting season will cover is close to the maximum pain point for our economy, but there are plenty of bright spots emerging. Investors should brace themselves for another batch of uninspiring results, while putting more emphasis on the encouraging comments we hope to hear about how this year is shaping up.

    5 phút

  5. 8 THG 2

    ep 243 | The week ahead - US inflation, Jerome Powell and (sigh) more tariff talk!

    Looking ahead, this week’s economic highlights will include the latest inflation report in the US, as well as the NFIB survey and the retail sales report for January. On the central banking front, investors will be watching the semi-annual testimonies by Federal Reserve Chair Jerome Powell to the Senate Banking Committee and the House Financial Services Committee on Tuesday and Wednesday. Investors will also be watching for more tariff talk, after US President Donald Trump said he was planning reciprocal tariffs on US trading partners, which would mean raising the level to match what the US is charged by others.

    14 phút

  6. 6 THG 2

    ep 242 | Where's the New Zealand economy at right now?

    The OCR has fallen from its peak, but unemployment is up and it still feels like we're in recession. Meanwhile, the currency is in a slump and we're facing international challenges as tariffs threaten to derail the global growth story. Can we still expect the economy to recover, how long will we need to wait for lower mortgage rates to have an impact, and are there any bright spots on the horizon?

    12 phút

  7. 4 THG 2

    ep 241 | Filling the void with fixed income

    Fixed income can provide investors with a stable, reliable income stream for a modest level of risk. If you’re staring down the barrel of sliding term deposit income, it might be a great solution that’s worth a look. For most private investors, a mix of New Zealand government or local authority bonds, combined with investment-grade corporate bonds is the optimum approach. Subordinated and hybrid securities can be a useful complement, but make sure you understand the nature of these and keep your weightings in check. For smaller investors, diversified fixed income or bond funds might be a very useful option.

    7 phút

  8. 1 THG 2

    ep 240 | The week ahead - Tariff tensions to keep markets on edge

    This week, the focus will be on President Trump's tariffs, how markets react and whether we see any retaliation from major US trading partners. Key economic releases in the US this week will include the jobs report, the ISM indices and the University of Michigan's consumer sentiment index. The global earnings season will be in focus again, with more than 100 S&P 500 companies due to report including Alphabet and Amazon. Here in New Zealand, the highlight will be the labour force report on Wednesday, which is expected to see unemployment rise above 5 per cent for the first time in more than four years.

    15 phút
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Giới Thiệu

Stay on point with Craigs. Keep up to date with the latest developments in financial markets and the economy. Investing involves risks. You aren’t guaranteed to make money and you might lose the money you started with. Any information provided is general, current at the time and not financial advice. It doesn’t take into account your particular financial situation. We don't accept liability for results of actions taken or not taken based on information provided. Before making any investment decision we recommend you seek professional assistance from an investment adviser. Visit craigsip.com.

Thông Tin

  • Nhà sáng tạo
    Craigs Investment Partners
  • Năm hoạt động
    2023 - 2025
  • Tập
    244
  • Xếp hạng
    Sạch
  • Bản quyền
    © Craigs Investment Partners
  • Trang web chương trình
    On Point

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