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"Ageing Gracefully"
For global equity markets, it was a case of déjà vu, with many major indices hitting fresh all-time highs in October.
The Reserve Bank of New Zealand’s focus finally looks to be shifting from sticky domestic inflation to the weak state of the domestic economy, opening the door to earlier interest rate cuts than the Bank previously signalled.
Our JBWere Senior Investment Strategist, Phil Borkin, outlines his thoughts on the outlook for domestic monetary policy and what it could mean for local financial markets.
News & Insights
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"Slip, Slop, Slap"
Global equities have been on a remarkable run this year — and September kept the momentum going. In NZD terms, returns have been especially strong.
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"Keep On Keeping On"
Is US Exceptionalism Fading? Few investment themes generate as much discussion as the concept of US exceptionalism—the belief that the US economy and equity markets consistently outperform global peers.