On Point

• ep 249 | The myth of missing the ten best days

  Every once in a while, you hear talk of how much worse off you’d be if you’d missed the ten best days in a given period. It usually happens during a rough patch, in the hope it’ll calm investors down and ensure they stay the course rather than panicking and selling at precisely the wrong time. The numbers are always compelling, and it's admirable advice. However, there's one important point that is often missed.

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  6:46
• ep 248 | Is it time to dump the deposits?

  Term deposit investors have had it pretty good in recent years, but that’s changing quickly and many savers are on borrowed time. Interest rates are headed lower, and those sitting comfortably on the sidelines should prepare for that. If they take too long, they’ll not only miss opportunities elsewhere but they’ll be facing a hefty fall in income.

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• ep 247 | The week ahead - German election, a raft of local results and NVIDIA earnings

  The German election will be a highlight of the international week, with the first results due early Monday morning here in New Zealand. The key release in New Zealand will be the ANZ Business Outlook, due on Thursday. The Australasian earnings season continues this week, and it'll be another busy one with a raft of companies scheduled to report. It's a quieter week on the international earnings front, although Home Depot and Salesforce will release earnings results, as will NVIDIA.

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• ep 246 | Should we let Trump put us off investing?

  We’re a month into President Trump's second term and there’s 47 more to go, which means investors need to make peace with a less predictable market backdrop and get on with it. While sitting on the sidelines for the next four years is one strategy, it’s unlikely to be a very good one. Don't forget, the S&P 500 increased 58 per cent during Trump’s first term despite plenty of twists and turns, and there’s every chance you’ll be rewarded for keeping your cool this time around too.

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• ep 245 | The week ahead - Another bumper OCR cut, and maybe the RBA's first move?

  This week’s economic highlight will be the global flash PMIs for February, which are due on Friday. Last month these pointed to a good start to year for the global economy, and we'll be watching for further improvements, particularly in Europe. There'll be plenty of action in this part of the world too. Another 50-basis point cut to the OCR is expected here in New Zealand on Wednesday, while we're also expecting the first rate cut of this cycle across the Tasman, which would be an important milestone for the Australian economy and sharemarket.

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