Towards the end of the calendar year, there’s a natural tendency in the financial media to look both back and forward – back on the events of the past 12 months and forward to what we imagine the coming year might hold. The assumption is we reach a transition point in December, and there is […]
2023: Another year that defied the experts Read More »
It was most appropriate that the fourth quarter of 2023 included Christmas, as it was indeed a quarter of many happy returns. Global share markets delivered strong gains as market expectations about the future trajectory of interest rates changed markedly over the quarter. While the consensus view in the September quarter was for interest rates
Economic Commentary Summer 2023 Read More »
Paul Choi is a Financial Adviser with Cambridge Partners. Before joining our team, he worked as a banking adviser for over seven years at BNZ. Paul is no longer a banking adviser but has provided insight into how the OCR affects the housing market. The significance of the OCR in the housing market As someone
Surviving OCR rate hikes: the Property edit Read More »
On Friday, March 10, regulators took control of Silicon Valley Bank as a run on the bank unfolded. Two days later, regulators took control of a second lender, Signature Bank. With increasing anxiety, many investors are eyeing their portfolios for exposure to these and other regional banks. Rather than rummaging through your portfolio looking for
When headlines worry you, bank on investment principles Read More »
No economist ever spread a case of COVID. How do I know that? Because nobody ever stands close enough to breathe the same air that we do. We’re modern-day lepers. So, I should have guessed something was up when a stranger approached me to chat recently. They wanted to know whether they should take their
Bank failures & recession: What does it all mean for me? Read More »
If you’ve had these thoughts, you are not alone. The sudden movement of interest rates is having an impact on society. And perhaps the most significant impact is on new homeowners who purchased their first home or upsized their mortgage on a new home right after COVID when interest rates were at historically low levels.
Dealing with rising interest rates Read More »
Recently, two US banks failed. Silicon Valley Bank and Signature Bank. Silicon Valley Bank was the bank of choice for technology companies in the US. Signature Bank was a regional bank based in New York. This was big news in New Zealand because four New Zealand companies; Rocket Lab ($62m of $789m), Xero ($8.2m of
What recession could mean for investors Read More »
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