The shine of the US share market has dulled as uncertainty with what Trump will do next has investors wary. At the same time European share returns starts to see some life. For more detail please click here.

Despite a turbulent month with tariffs and AI disruption, global sharemarkets ended January higher. In this month’s issue JMI Wealth provide a wrap up of the key points over the month of January.

The prospect of Trumps pro-growth policies, lower interest rates and better than expected economic data are all positive for global share markets. This along with NZ corporate earnings at cyclical lows should be supportive for the NZ share market also. Read here for a wrap up of the key points from November.

Andrew provides a wrap up of the markets over February with the “Magnificent 7” and some of NZ’s largest companies delivering negative returns for investors.

Andrew provides a wrap up of 2024 and what might be in store for investment markets in 2025.

2024 has been a rewarding year for investors. Andrew Kelleher gives some thoughts on the year just been and the year ahead for investment markets.

JMI Wealth Director Andrew Kelleher reviews the latest Fonterra Global Dairy Trade Auction results. He then discusses BYD’s latest fast charger announcement, assessing its potential impact on the electric vehicle sector and industry competitors. He also covers the latest rural confidence survey by Rabobank, highlighting a third consecutive quarterly shift in sentiment. Then, onto market figures.

JMI Wealth Director Andrew Kelleher discusses the current conditions in the services sector following the release of BNZ’s BusinessNZ Performance of Services Index Survey. He also reviews the February REINZ report, highlighting positive trends in the New Zealand property market, including a rise in house sales. Then, onto market figures.

JMI Wealth Director Andrew Kelleher provides an update on migration trends, outlining key arrival and departure figures for January. He also offers a brief overview of the latest tourism data for New Zealand. Additionally, he comments on the looming risk of a US government shutdown. Then, onto market figures.