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Reduced, or in most cases delayed, tariffs saw share markets rise in May. Markets continue to ebb and flow on potential and actual outcomes making investment decisions difficult. JMI provide a summary of what occurred in May and their thoughts on markets going forward.

"Liberation Day" was more like "Liquidation Day" as investors sold American shares. Since then markets have stabilised and mostly recovered the losses since tariffs were first announced.

Liberation Day saw markets fall as tariff announcements were made. Since then we have seen them delayed, reduced and increased. This uncertainty is having an impact of sharemarkets across the globe. Read here for a wrap up of the last few weeks.

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.

Global markets were slightly weaker during October as better than expected economic data from the US meant interest rates might not fall as far or fast as forecast. Also uncertainty around the US election weighed on investors minds. We have some initial thoughts on the result of the election and the implications that might have for share markets and interest rates.

Historically September has been a volatile month for share markets and this continued when global markets declined by 4% in a week followed by a 4% rise. However, the month saw a continuation of strong returns. Click here for more information on why this occurred.

Global share markets fell dramatically at the start of August only to regain all of this and finish the month in positive territory. Combined with interest rates moving lower portfolio returns have been good for investors. Click here.

July continued the rise in sharemarket returns for investors as well as interest rates are falling, which delivers further returns for fixed interest investors. For more details on what this means click here.

The US sharemarket continued to outperform the rest of the world in June. Better-than-expected inflation data, lower longer-term interest rates and the ongoing resilience of the US economy all a factor in the strong performance. Read here for more on the June round up.

Global shares rebounded in May, after falling in April. Favourable economic data and a successful US earnings season contributing to the positive news. Read here for more on the markets over May.