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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.

Higher interest rates and rising geo-political risks in the Middle East had a negative impact for global and domestic share markets during April. Despite this JMI are still relatively positive for investment returns for 2024.

March continued the strong start to 2024. JMI provide some thoughts why investors should feel positive about market returns for the remainder of the year.

Global share markets moved higher in February and some reached all-time highs. JMI cover off why and what were some of the big movers over the last month

November was a good month for investors as markets rebounded from the previous month.