UPDATES
Transitioning into Retirement – Embracing the Opportunities
Guest article by Chris Beardsley, Director of Performance Matters The transition from work to retirement…
Key Market Movements for Q1 2025
The first quarter of 2025 saw a change in market leadership, with the US experiencing…
INVESTMENT MARKET REVIEW AUTUMN 2025
Fresh off the back of an excellent year in 2024, the first three months of…
The hidden cost of playing it safe with term deposits
The end of the year is always a good time to reflect on financial decisions…
Key Investment Market Movements for Q4 2024
The underlying performance of global shares were mixed during the October to December quarter. Overall…
INVESTMENT MARKET REVIEW SUMMER 2024/2025
After finishing the year with another generally positive quarter for diversified investment portfolios, 2024 is…
Reviewing Home Replacement Insurance 2025
The recent fires in Los Angeles and the subsequent loss of housing serves as a…
Using Foreign Currency Overseas with Wise
By Katrina For anyone that travels overseas, they will understand the pain of significant transaction…
Forecasting, and should you cheer against the Warriors?
In the history of share markets, you’ll find that the things that really move share…
Key Market Movements for Q3 2024
Performance was generally positive across all asset classes through the third quarter of 2024, although…
INVESTMENT MARKET REVIEW SPRING 2024
Markets continued to deliver pleasing investment results in the third quarter of 2024. With the…
Are Rental Properties a Suitable Investment for Retirement?
As retirement approaches, individuals often explore investment options to secure their financial future as salaried…
Key Market Movements for Q2 2024
International share markets gained overall in the second quarter of 2024, although individual country returns…
Does the US election matter?
We are readying ourselves for the US election in November and, from afar, the view…
INVESTMENT MARKET REVIEW WINTER 2024
Positive global share market momentum carried into the second quarter of 2024 for the USA…
The man who helped us understand the pain of losing
The man who helped us understand the pain oflosing The man who helped us understand…
Key Market Movements for Q1 2024
International share markets registered further strong gains in the first three months of 2024. A…
INVESTMENT MARKETS AUTUMN 2024 UPDATE
Diversified investors had more reasons to smile as the markets began this year exactly as…
How does personality impact on investment decisions?
Research indicates that personality differences can impact on the types of investments selected by an…
Taking a closer look at Bonds
In the realm of investments, bonds provide a stable foundation, offering investors reliable returns and…
INVESTMENT MARKETS SUMMER 2023/24 UPDATE
Oct-Dec 2023 Investment Market Review It was most appropriate that the fourth quarter of 2023…
2023: Another year that defied the experts
Towards the end of the calendar year, there’s a natural tendency in the financial media…
Term deposits are paying 6%, should I abandon my investment strategy?
A question being asked by some investors today is whether they should change their investment…
Lessons for investors in an AI future
Investing in the share market can often feel like a rollercoaster ride, especially when new…
INVESTMENT MARKETS SPRING UPDATE
Jul – Sep 2023 Investment Market Review In some welcome news, the world economy is…
INVESTMENT MARKETS WINTER UPDATE
Apr – Jun 2023 Investment Market Review Even though we have had a lot of…
INVESTMENT MARKETS AUTUMN 2023 UPDATE
Jan – Mar 2023 Investment Market Review Following an upbeat end to 2022, investment markets…
INVESTMENT MARKETS SUMMER 2022/23 UPDATE
Oct-Dec 2022 Investment Market Review The last quarter of 2022 provided some welcome bright spots…
INVESTMENT MARKETS WINTER 2022 UPDATE
BRADLEY NUTTALL WINTER 2022 UPDATE …
INVESTMENT MARKETS SPRING 2021 UPDATE
BRADLEY NUTTALL SPRING 2021…