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Investments

The Trump Victory – How might investors react?

Harbour Asset Management managing director looks at what the Trump victory means for New Zealand and investors.

Thu, Nov 10th 2016 02:40PM

Central banks not ready to throw in the towel

4 min read

Lessons from unconventional monetary policy for New Zealand

9 min read

A focus on sustainable growth and quality

4 min read

Less urgency to cut OCR but bias remains

"Prediction is very difficult, especially if it's about the future." - Niels Bohr

4 min read

Less urgency to cut OCR but bias remains

RBNZ having second thoughts

The main event for the month was the RBNZ’s April OCR Review, coming hot on the heels of its March decision to cut the OCR to 2.25% that took many local economists by surprise.

5 min read

Giving inflation a chance

A key theme for markets moving into 2016 has been the persistence of low inflation, and the battle facing central banks to avoid low inflation becoming embedded within the expectations of households and businesses.

6 min read

Playing the man not the ball

The RBNZ’s approach to communication has faced some criticism following last week’s cut in the OCR, which surprised many bank economists, leaving some confused and others plain flabbergasted. This is not an attempt to defend the RBNZ, but to look at the facts.

4 min read

Playing the ball not the man

4 min read

NZ & Australia Company Results Review

While some New Zealand companies produced solid earnings results, and overall the results were not as bad as some may have expected, there was a wider divergence of earnings growth outcomes than in previous periods.

9 min read

A test of inflation targeting credibility?

Recent inflation expectation surveys create a real headache for the Reserve Bank, Harbour Asset Management director of fixed interest Christian Hawkesby says.

4 min read

A test of inflation targeting credibility?

Evaluating active managers and Active Share

No two active fund managers are the same.

6 min read

Evaluating active managers and Active Share

Banks and resource exposure

Australia is still the market that global investors love to hate.

4 min read

Outlook for the Year of the Monkey

Capital markets have had a volatile start to 2016, the Year of the Monkey.

9 min read

Finally

After much anticipation, the US Federal Reserve has finally delivered its first rate hike in 10 years, lifting the Fed Funds target rate to 0.25-0.50%.

3 min read

Inflation risks skewed to the downside

In a finely balanced decision, the RBNZ cut the Official Cash Rate (OCR) to 2.50% as part of its December Monetary Policy Statement (MPS).

4 min read

Warming to responsible investing

Whether it's the new Tesla cars that everyone is talking about, equality of remuneration for women, or collapses of finance companies during the GFC; Environmental, Social, and Governance (ESG) issues are a prevalent theme of discussion.

4 min read