ep 283 | The week ahead - Global earnings deluge incoming!
Markets will watching for further news on tariffs out of the White House this week, and keeping an eye on some key growth indicators out of China. Earnings will also be in focus, as the international reporting season ramps up. With many indices - including the S&P 500 in the US - sitting close to record highs this could be a crucial test for markets.
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ep 282 | The overnight success of AI
AI could prove an extremely useful tool, making workers more productive and unlocking exciting innovations. While we've seen technological changes in the past, AI adoption curves could be steeper than those of other major shifts in recent decades. The long-term improvement in living standards and productivity growth will come at a short-term cost, and policymakers will need to think carefully about how to provide support. For investors, it’s a theme we can’t afford to ignore.
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ep 281 | The week ahead - The RBNZ should cut this week, but will it?
A crucial week looms, both internationally as well as here in New Zealand. Markets are eagerly awaiting the end of the President Trump's 90-day reciprocal tariff extension, which expires on July 9th. Closer to home, all eyes will be on the RBNZ, to see if it leaves the OCR unchanged as expected, or surprises markets with another cut.
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ep 280 | 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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ep 279 | Forget about "average" sharemarket returns, because you'll hardly ever see them!
Since 1900, US shares have returned 9.8 per cent per annum (including dividends). That’s a recipe for wealth generation and an excellent way to ensure your capital grows more than inflation (which has been just below three per cent per annum over that period). But here's the thing, the market rarely delivers an annual return anywhere near that long-term average. It’s usually some way above or below that!
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