As a seasoned investor and equity analyst, I've learned some invaluable lessons from navigating the ups and downs of the stock market over the years. Here are four lessons I have learnt.

I grew up with a knack for numbers. Through my early years I always found maths something that came naturally to me which in turn sent me off on the path to become a Portfolio Manager, as I am today.  This journey was somewhat less traditional than some, but one that provoked an interest in financial markets at each turn.

Living in a sustainable way was a feature of my household long before it became part of the mainstream culture.

Imagine a child growing up in communist Poland in the 80s. Picture the grand, yet ultimately hollow, promises of five-year government plans that fizzled out before they could light any real fire under the economy.

Investors, Businesses and Non-Governmental Organisations (NGOs) continue to urge the New Zealand government to create strong modern slavery laws in Aotearoa.

Technology investing has always been a rapidly evolving sector, and 2024 will be no different. 

August 2021 marked the start of an almost four-month lockdown for Auckland – none of us would wish to return to that challenging period. Except, that is, if you were a domestic investor. From the end of August 2021 to the lows in October 2023, the NZX50 Index fell almost 20%[1].

Every year has catch phrases that embed themselves in the market lexicon and feed into the narrative of the day. This year has been no exception.

Volatility in markets has continued to make for challenging times for investors. As an active manager, this gives the investment team at Mint plenty of opportunity to search out some great ideas.

It was a sad day for the world of Economics and Finance when it was announced in June that Harry Markowitz had passed.

Artificial intelligence (AI) encapsulates a broad and diverse technology within the financial services industry.

The general investing rule of thumb is that in periods of negative equity market returns, your bond portfolio offers you protection. Not so in 2022.

Mint Asset Management gives its forecast for New Zealand's economy.

The last material recession in New Zealand was in 2008. Interestingly, going by the Reserve Bank of NZ, the average floating mortgage rate back in January 2008 was 10.57% and you could get 8.27%, on average, for a six-month term deposit. We were right in the middle of the global financial crisis (GFC) and the selfie stick was invented.

Mr Market¹ has been particularly indecisive of late, with price volatility sucking up a lot of investors’ attention.

Rachel Tinkler, Head of Responsible Investment at Mint Asset Management talks us through the role and benefits of responsible investment in our business, and how it affects our investors and as an industry.