GoodReturns.co.nz - Investments

Staying the Course: The Global Rebound in April (and well into May) is a Timely Reminder for Investors

Thu, 14 May 2026 17:02:00 +1200

The past six weeks have delivered a powerful message for investors: staying the course works.

Macro Shocks and Micro Risks

Wed, 13 May 2026 09:14:00 +1200

Devon Funds Portfolio Manager Josh Wilson explains how macro shocks, like the Iran war, can impact on Australian and New Zealand companies.

SaaSacre – Generational buying opportunity or Great Value Destroyer?

Wed, 29 Apr 2026 16:28:00 +1200

Octagon Asset Management Equity Analyst James Cameron asks whether AI will kill SaaS companies or will some prosper?

Markets intepret OCR review to be on the hawkish side

Wed, 08 Apr 2026 18:50:00 +1200

Financial markets have interpreted the Reserve Bank’s official cash rate (OCR) decision as somewhat more hawkish than expected, pushing the Kiwi dollar higher while wholesale interest rates also rose.

Markets, oil and geopolitics: keeping perspective during the Iran conflict

Wed, 18 Mar 2026 01:07:00 +1200

Generate Investment Specialist puts all current market volatility into perspective for investors.

Investment Roundup: Which Asset Classes Have Been Topping the Table?

Mon, 16 Mar 2026 17:38:00 +1200

A look across the Mercer Periodic Table of investment returns, from global equities and bonds to commodities, property and cash.

What did reporting season teach us about software and AI?

Mon, 16 Mar 2026 10:54:00 +1200

Can software businesses survive the threat of AI and perhaps even benefit from it? That is the central question facing equity investors in the sector today, and one that the February reporting season began to meaningfully answer.

Tariffs, Tehran and Turbulence

Wed, 11 Mar 2026 11:40:00 +1200

Market, meet your new Fed Chair

Mon, 16 Feb 2026 10:00:00 +1200

In its latest Outlook Harbour Asset Management says the Reserve Bank of Australia is something to watch and global equity markets remain volatile even though there is a constructive backdrop.

Markets in Motion - Positioning for 2026

Wed, 28 Jan 2026 11:25:00 +1200

With 2026 now well underway, the natural question is what lies ahead for markets.

Outlook for 2026: Not Pear-Shaped but K-shaped

Thu, 15 Jan 2026 18:21:00 +1200

After a buoyant 2025, what does 2026 have in store for the economy and markets?

Investing for Impact: Growing wealth while creating meaningful change

Mon, 15 Dec 2025 16:07:00 +1200

Impact investing has accelerated rapidly in recent years, supported by growing interest in directing capital toward projects that deliver measurable social and environmental benefits alongside financial returns.

The Technology Everyone Got Right (but it didn’t necessarily make them rich)

Mon, 08 Dec 2025 09:24:00 +1200

Most pundits are comparing the today’s AI boom to the Dot-Com/Telecoms bubble of the late 1990’s. It is a tempting analogy, it had hype, over-investment and soaring expectations, but it wasn’t a technology that rewired the entire economy.

Should you care about Aged Care?

Wed, 03 Dec 2025 11:11:00 +1200

It’s never easy to pick turning points for a particular company or the economy. But therein lies the opportunity. After a bruising few years, is now a good time to revisit the investment case for New Zealand’s listed aged-care operators?

Investors eye local recovery

Wed, 12 Nov 2025 07:49:00 +1200

In its latest Investment Outlook Harbour Asset Management discusses reaction to the mega-cap tech stocks recent announcements along with how it is positioning its portfolios at the moment.

The Great Yield Reset: Why Income Is Back in Focus on the NZX

Sat, 08 Nov 2025 08:16:00 +1200

After two years dominated by tightening cycles and deposit rates beginning with a “6”, the income conversation is shifting again.

Commercial property: Resilience, recovery, and opportunities ahead

Wed, 24 Sep 2025 19:16:00 +1200

With interest rates easing, valuations stabilising, and capital flows returning, investors are asking the question: is this the moment to invest in commercial property?

Harbour Investment Outlook

Tue, 09 Sep 2025 10:33:00 +1200

Central Banks Easing as Markets Broaden

Briscoes goes into the NZX50

Wed, 27 Aug 2025 06:00:00 +1200

What its recent surge says about the investing landscape in New Zealand

Sustainability upgrades deliver tangible gains for commercial property investors

Thu, 21 Aug 2025 09:00:00 +1200

Sustainability initiatives are increasingly showing tangible returns for commercial property investors, with PMG Funds’ latest report outlining significant reductions in emissions, energy use and costs across its portfolio.

US tariffs hit NZ exports, pressure builds on RBNZ to cut rates

Mon, 18 Aug 2025 09:03:00 +1200

New Zealand’s 15% tariff rate being imposed by the United States has understandably been met with disappointment by industry groups, but could the end economic outcomes prove better than feared?

Balancing caution with conviction

Mon, 11 Aug 2025 13:29:00 +1200

Harbour Asset Management’s latest chart shows how markets are shifting as global growth slows and interest rate cuts loom.

Why the Market Reacts the Wrong Way to Good or Bad News

Wed, 23 Jul 2025 10:29:00 +1200

On the Random Walk Down Wall Street equity markets won't always behave exactly how you’d expect.

Half-way predictions scorecard

Wed, 16 Jul 2025 09:48:00 +1200

Fin Ed is Good Ed

Thu, 19 Jun 2025 09:27:00 +1200

For most Kiwis growing up in New Zealand financial education was a hands-on experience. We’d earn $1 from weekly chores, deposit 50 cents into our Post Office savings account, and spend the rest at the tuck shop—back when 50 cents could buy heaps and even leave you with change.

Harbour Investment Outlook: Markets rebound amid trade uncertainty

Fri, 13 Jun 2025 06:00:00 +1200

Global equities rebounded strongly in May, posting a return worthy of top decile historically, at 5.1% in unhedged NZD terms, and 5.6% NZD-hedged. Broadly, most sectors were positive, with healthcare an outlier at -3.7% and information technology leading the pack at +10.3%.

Staying in May

Tue, 10 Jun 2025 12:26:00 +1200

The old market adage about “selling in May and going away” turned out to be the antithesis of sage advice. Stock markets globally performed strongly last month, with investors encouraged by what appeared to be a de-escalation of trade frictions. The White House rolled out its first deal with the UK, European tariffs were paused, while tensions also cooled a little between the US and China, with both agreeing to bring tariffs down from nosebleed levels.

The best time to invest in commercial property

Thu, 29 May 2025 11:20:00 +1200

As interest rates continue to fall, inflation cools, and global conditions shift, many investors are asking the same question: what next?

Harbour Outlook: Trumps Liberation Day Tariffs Reshape Global Markets

Thu, 22 May 2025 06:00:00 +1200

April was dominated by President Trump's unexpected "Liberation Day" tariffs, which initially imposed 10% duties on most trading partners including Australia and New Zealand, with substantially higher tariffs of 125-145% on China.

Trade Walls, Profit Falls: NZX 50’s Tariff Exposure Unpacked

Sat, 17 May 2025 06:00:00 +1200

The Trump administration’s tariff strategy is a hot topic in the investment world. At Mint, we’ve had our fair of discussions. To help you make sense of the nonsense, in this article, I provide a framework of tariff exposure for every NZX50 company.

Calming influences

Wed, 14 May 2025 07:36:00 +1200

April was another volatile month for financial markets, but one that in the end produced a relatively benign outcome for investors. Trade developments were front and centre, with the angst around “Liberation Day” replaced by relief as Donald Trump announced a 90-day pause for trading partners to negotiate trade deals.

Buffett announces his retirement; A Kiwi's view from Omaha

Tue, 06 May 2025 16:55:00 +1200

The Woodstock of Investing: Lessons from Warren Buffett’s final Berkshire Hathaway annual meeting.

Sky TV's Rights Negotiation goes into Extra Time

Mon, 28 Apr 2025 12:19:00 +1200

Price increases are never welcome but sometimes, on rare occasions, we can soften that blow by offsetting ourselves in the market. For instance, accepting a 12-14% insurance premium increase from your insurer Tower is a lot easier to digest when your Tower shares return over 120% in the same year. For the good of the shareholders, you start to say…

Rear view mirror: Equities took pole position as offshore exposure turbo-charged 2024 investor returns

Sat, 26 Apr 2025 10:27:00 +1200

Economic vandalism

Mon, 14 Apr 2025 08:30:00 +1200

With Donald Trump having delivered a seismic shock to world trade, and then “back-flipped,” the benefit of a adopting a “cool head” has never been more apparent.

Harbour Outlook: Escalating trade tensions impact markets

Wed, 09 Apr 2025 09:12:00 +1200

In early April, the US announced more aggressive than expected increases in import tariffs, which incorporate a reciprocal tariff programme with a minimum 10% on all countries, including Australia and New Zealand.

Passive Investing is Impassive on Valuation

Mon, 24 Mar 2025 06:00:00 +1200

It’s difficult to approach the topic of passive investing without acknowledging one’s own inherent bias. After all, careers have been built on the premise that active investing adds value. No matter how much we try and attempt to set biases aside – your author know they are unlikely to succeed.

Harbour Outlook: An inflection point to come for earnings?

Tue, 18 Mar 2025 05:00:00 +1200

The US economy may finally be starting to crack. Business surveys suggest the services sector is now contracting and real-time measures of Q1 GDP suggest the economy is in retreat. Retail sales were unexpectedly weak, and consumer confidence has dropped. The housing market is also showing signs of strain with both housing starts and sales dropping.

Sheep Sheds and Credit Spreads

Sat, 15 Mar 2025 06:04:00 +1200

Mint Asset Management investment analyst Ryan Falls reckons, well his Dad reckoned, he was not got at counting sheep on the family farm. But with hard work and having a good framework things have changed.

[GRTV] Tiger FinTech’s Greg Boland on market shifts and NZX struggles

Thu, 13 Mar 2025 06:04:00 +1200

Greg Boland of Tiger FinTech discusses the fading dominance of the Magnificent Seven stocks, a shift to energy and AI-app companies, and the NZX’s struggles.