Election Cycles and Investment returns
This year, over 4 billion people are voting to shape their country’s political and economic outlook for the next three to five years. From India to France, Mexico to the UK numerous general elections are taking place.
Arguably the most important election for the global economy will be in the USA in early November. With the Democrats fielding a new candidate after Biden’s withdrawal and the attempted assignation of Donald Trump at a rally in mid-July, this US election cycle has already created history like few that others that preceded it.
Octagon believes that markets price in elections in...MORE»
Meeting half-wayWednesday, July 10th, 6:53AM
June saw a continuation of this year’s themes, with US equity markets continuing their 20-month bull run, led by the technology sector, and AI-related names in particular. MORE» |
Investing Wisdom: 4 Invaluable lessons from my time in the marketsFriday, July 5th, 10:08AM
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. MORE» |
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US Equities – simply momentum or something more fundamentalMonday, June 24th, 10:18AM
The momentum run in the US market continues to be very strong. It resembles in many ways the peak rally in 1999 to early 2000, just before the “dot com” crash. MORE» |
Lessons from a silent housing crashFriday, June 14th, 6:42AM
It certainly has been a rollercoaster ride for the economy and markets over the past four years. MORE» |
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Are financial markets too complacent about geopolitical risks?
Financial markets appear to be overlooking any potential volatility from global political and other international developments, according to MJW in commentary attached to its latest survey of fund performances. MORE»
Passive approach pays off for Simplicity's KiwiSaver investors
Taking a passive approach to investment paid off for those in Simplicity's growth and blanced KiwiSaver funds in the June quarter and for those in its newer default fund created after it was chosen two years ago to be one of the six default managers. MORE»
KiwiSaver highly competitive with much larger Aussie and British peers
KiwiSaver fees are “highly competitive” with the fees charged by much larger Australian and British peers, according to analysis by Deloitte Consulting Australia commissioned by Generate KiwiSaver. MORE»
Select committee against bill to limit use of KiwiSaver as part of pay package
The majority of the Finance and Expenditure Committee doesn’t think a bill to make it harder for employers to include KiwiSaver contributions in employees' pay should be passed. MORE»
KiwiSaver reform next steps - bail up a politician
The Retirement Commissioner has made her recommendations for improving KiwiSaver and wants help from members of the financial services industry to get politicians to actually read it. MORE»
KiwiSaver not hot on Kiwi markets
KiwiSaver funds under management increased 7.2% for the first quarter of the year (from $107.5 billion to $115.2 billion) to deliver 18.6% over the previous 12 months, but the value of NZ assets fell for the quarter. MORE»
No shift on KiwiSaver balance gender gap
New KiwiSaver analysis for 2023 shows the 25% gap between men and women’s balances did not improve over the year. MORE»
National Capital: Women should back themselves on investment
Women can narrow the $61 billion KiwiSaver retirement gap through playing to their investment strengths, says financial advice firm National Capital. MORE»
