On Point

Craigs Investment Partners
On Point
Latest episode

366 episodes

  • On Point

    ep 369 | The week ahead - Markets keep marching higher in May

    30/05/2026 | 13 mins.
    US shares had another great month with the S&P 500 index rising 5.1% in May. However, only three out of 11 sectors were up for the month, with a 15.9% gain from the dominant tech sector driving the overall market up. Other markets were strong too, with emerging market shares continued their stellar run and rising 9.5% in May. That sees them up 24.8% year-to-date and up 49.7% in the past 12 months! The local NZX 50 finished May 2.6% higher, its first positive month in three and the strongest since September 2025.
  • On Point

    ep 368 | Why inflation expectations are so important right now

    26/05/2026 | 7 mins.
    We’ve seen a lot of economic releases over the last several weeks, but the most important of all were probably the two that covered inflation expectations. It might sound odd that what people think might happen trumps what’s actually happening across the economy, but right now that’s very much the case. Expectations matter because they influence behaviour, and behaviour drives outcomes. That’s especially so when it comes to inflation.
  • On Point

    ep 367 | The week ahead - Will the RBNZ hike or hold the OCR?

    23/05/2026 | 15 mins.
    A massive week looms here in New Zealand. The RBNZ will deliver its latest policy decision on Wednesday and while there is only an outside chance of an OCR hike, markets expect the RBNZ to lay the groundwork for moves at the following meeting. A day later we'll get Budget 2026, which is shaping as a very challenging one to deliver in an election year.
  • On Point

    ep 366 | The sharemarket that’s been crushing the US

    17/05/2026 | 6 mins.
    The US sharemarket has had a great run of late, rebounding strong from the March lows and hitting fresh highs. The S&P 500 is now up more than eight per cent in 2026 (including dividends), and we're only a third of the way through the year. That's impressive, especially given the volatility we've seen lately. However, while the S&P 500 is getting all the headlines there's another quietly outperforming it, and by a wide margin.
  • On Point

    ep 365 | What might OCR hikes mean for markets?

    13/05/2026 | 7 mins.
    The Reserve Bank meets later this month, and there’s an outside chance the Official Cash Rate (OCR) will rise by 0.25%. If there’s no move this week, the focus will shift to the July meeting, where markets see an increase as almost certain. What might it mean for the economy, financial markets and investors?
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About On Point
Stay on point with Craigs. Keep up to date with the latest developments in financial markets and the economy. Investing involves risks. You aren’t guaranteed to make money and you might lose the money you started with. Any information provided is general, current at the time and not financial advice. It doesn’t take into account your particular financial situation. We don't accept liability for results of actions taken or not taken based on information provided. Before making any investment decision we recommend you seek professional assistance from an investment adviser. Visit craigsip.com.
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