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Investment returns have been strong but do vary markedly across different regions as countries continue to navigate the current economic climate. Andrew talks about some of the factors why and the outlook for interest rates in NZ

History has shown September is not a good month for global share markets. Andrew Kelleher talks through why share markets managed to actually finish slightly higher even after a 4% fall early in the month.

Both global and domestic share markets rose in August but it wasn’t as plain sailing as it seemed. Andrew talks through both the movement in share markets and why this occurred.

The New Zealand share market led global market returns for the first time in a long time. Listen to Andrew explain why this occurred.

The US sharemarket led the way with another good performance in June. The importance of having an active investment adviser is as important as ever to deliver a return for investors. Andrew Kelleher provides an overview of how markets have performed in June

In the video Andrew Kelleher talks about the current environment being constructive for portfolios returns but a little circumspect on the NZ share market for the rest of 2024.

After five months of market gains, April saw a pull back with most share markets delivering a negative return. Inflation and interest rates still dominates most investors thoughts. Andrew Kelleher talks about his views on where to from here in 2024.

Offshore share markets continued the positive start to 2024 in March. JMI Wealth Director Andrew Kelleher talks about why these markets have been so strong and importantly whether we will still see cuts to interest rates in 2024.

JMI Wealth Director Andrew Kelleher provides a summary of the recent company announcements, both domestically and globally, and the outlook for the economy.

Performance from the “magnificent 7” companies led to a strong market return for 2023. JMI provide their thoughts on the reason for the strong market and overall portfolio returns.

November saw a good rebound in performance for investors.

Share market returns were negative over October, but there is a silver lining for good quality companies with strong balance sheets in the current environment.