On Point

In our podcast this week Mark Lister, Investment Director discusses another week is behind us, and another hike in the OCR to digest. Listen here to hear our thoughts on how much higher local interest rates might go, as well as which earnings releases and other economic developments are worth keeping an eye on in the days ahead.

Sharemarkets have had a volatile ride in 2022, with a very difficult first half of the year followed by a pleasing rebound during July and August. Mark Lister, Investment Director and Mo Singh, Senior Research Analyst discuss whether the current optimism will last, how local companies are positioned, and what investors can learn from the moves we’ve seen this year.

In our podcast this week Mark Lister, Investment Director discusses this week shaping up as a busy one, with the Reserve Bank likely to increase the Official Cash Rate again, and a plethora of local companies set to announce results as the earnings season kicks off. Here’s what we expect happen to interest rates this week, and a few thoughts on which company results might be worth watching.

In our podcast this week Mark Lister, Head of Private Wealth Research discusses another busy week ahead, with a crucial inflation report due out of the US and the latest housing market figures set to be released here in New Zealand. Find out what these developments could mean for the economy and financial markets, and get the heads up on what you need to know for the week ahead.

In our podcast this week Mark Lister, Head of Private Wealth Research discusses another good week for global sharemarkets, capping off the strongest monthly gain since 2020 across many indices, key economic releases in the US, as well as here at home, and many more large international companies set to announce earnings.

In our podcast this week Mark Lister, Head of Private Wealth Research discusses a fairly good week for investors with most sharemarkets up and a solid start to the US reporting season, the Federal Reserve decision in the US, and earnings releases due from Amazon, Apple, Microsoft, Nestle and Procter & Gamble.

In our podcast this week Mark Lister, Head of Private Wealth Research discusses the OCR increasing again, US inflation coming in even hotter than expected, and the Chinese economy growing much more slowly than expected.  Looking ahead, highlight of the coming week will include the latest inflation figures here in New Zealand, as well as earnings releases from international heavyweights Goldma...

In our podcast this week Mark Lister, Head of Private Wealth Research discusses the NZ market having its best week since October 2020, the US jobs report being stronger than expected and the continuation of the current housing market trends. 

In our podcast this week Mark Lister, Head of Private Wealth Research discusses how it's been a difficult first six months of the year, signs of improvement in China, another interest rate hike likely across the Tasman and in New Zealand, the QSBO survey and latest dairy auction will be closely watched.

In our podcast this week Mark Lister, Head of Private Wealth Research discusses how Global sharemarkets rebound as oil prices fall back and interest rate decline slightly, some good news for farmers, as Fonterra ups its 2022/23 milk payout forecast and another important US inflation report to keep an eye on this week, while here in New Zealand the ANZ Business Outlook survey will take the pulse of...

In our podcast this week Mark Lister, Head of Private Wealth Research discusses how it was a rough week for investors with the US and NZ markets falling into 'bear market' territory, central banks were in focus with interest rate hikes in the US, UK and Switzerland, the GDP figures were out and softer than expected and the latest housing market report provided further evidence of a weakening prope...

In our podcast this week Mark Lister, Head of Private Wealth Research discusses how last week was a rough week for the US in particular, the Reserve Bank of Australia hiking interest rates more than expected and Fonterra being a top performer in the NZX 50 this week.

In our podcast this week Mark Lister, Head of Private Wealth Research discusses how last week was the best week for New Zealand markets in four months thanks to some of the big players on the index, the improvements in the China May PMI results and the release of the May US inflation rate this week.

In our podcast this week Mark Lister, Head of Private Wealth Research discusses the impressive rebound of the S&P500 in the US, the revised projections of the OCR and inflation given the OCR rise last week and the upcoming announcements of Chinese economic indicators.

In our podcast this week Mark Lister, Head of Private Wealth Research discusses the tumultuous previous week, particularly in the US and the key economic announcements closer to home including the dairy auction where prices are likely to be the highest we've ever seen and the potential impacts of the results of the Australian election.

In our podcast this week Mark Lister, Head of Private Wealth Research discusses the ongoing volatility from last week, the potential stability of the interest rates and the increasing signs of a housing cooldown.

In our podcast this week Mark Lister, Head of Private Wealth Research discusses the rollercoaster that was last week, particularly in the US, the effects of higher interest rates and what the impending REINZ housing market report for April might have in store.

In our podcast this week Mark Lister, Head of Private Wealth Research discusses the NASDAQ having it's worst month in April since October 2008, making things difficult for US share investors and what is coming up in the local calendar.

In our podcast this week Mark Lister, Head of Private Wealth Research discusses global markets updates and the big local news being the expected rise in the OCR from the RBNZ, but by how much?

In our podcast this week Mark Lister, Head of Private Wealth Research discusses the facts and figures after the first quarter of 2022 has wrapped up, the upcoming announcement from the Reserve Bank of Australia and what else there is to look forward to in the coming weeks.

In our podcast this week Mark Lister, Head of Private Wealth Research looks back over last week and how the US market was able to hold on to the gains from the previous week, discusses the ASX being the top performer for 2022 so far and the continuing rise of interest rates here and overseas.

In our podcast this week Mark Lister, Head of Private Wealth Research discusses the US market having it best week since November 2020 with the NASDAQ stronger still, interest rates keep drifting higher here and overseas, the continued slowing of the  New Zealand housing market and what to watch this week.

In our podcast this week Mark Lister, Head of Private Wealth Research discusses some of the reasons for the remarkable rebound of European shares last week despite the ongoing atrocities in Ukraine, the Federal Reserve in the US and the Bank of England in the UK are both expected to raise interest rates, and the ongoing rises of mortgage rates here in NZ slowing down the housing market.

In our podcast this week Mark Lister, Head of Private Wealth Research discusses the ongoing war in Ukraine and the impacts this is having on markets, supply chains and whether central banks will increase interest rates to keep inflation under control. Meanwhile, the European Central Bank is due to meet and may need to make some tough decisions and the US inflation report is due.

In our podcast this week Mark Lister, Head of Private Wealth Research discusses the Russian invasion of Ukraine and the market volatility that followed, some of the standouts from the continuing NZ company reporting season, the first ANZ business confidence survey of 2022 and other global announcements.