WealthCommentary
Market Updates
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From all of us at Yovich & Co, we wish you a Merry Christmas and a prosperous New Year! Thank you for your continued trust and partnership throughout 2024.
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Listed Property investments offer exposure to different property markets and provide attractive dividend yields. Having some allocation to listed property investments as part of a diversified portfolio may provide some certainty of income through dividends, due to the majority of revenue being distributed to shareholders.
Channel Infrastructure, formerly known as the Marsden Point Refinery, has undergone a significant transformation, evolving from a refining operation into New Zealand's largest fuel import and storage hub.
a2 Milk, founded in 2000 by Dr. Corran McLachlan, is built on the discovery that milk proteins affect people differently. Dr. McLachlan identified a method to distinguish cows that naturally produce milk free of the A1 beta-casein protein, focusing on the A2 protein's digestibility and nutritional benefits.
Xero Limited, a leading global cloud-based accounting software provider, has transformed the way small and medium-sized enterprises (SMEs) manage their finances. Founded in 2006 in New Zealand, Xero has rapidly expanded its presence across multiple markets, including Australia, the United Kingdom, North America, and Asia. The company leverages cloud technology to offer a comprehensive suite of accounting solutions that include invoicing, payroll, expense management, and bank reconciliation.
The recent U.S. presidential election, resulting in Donald Trump's return to the White House, has significantly influenced global financial markets. Investors are responding to anticipated policy shifts, leading to notable movements across various asset classes.
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In the latest market update, global indices showed mixed performance amid economic uncertainties. The NZX 50 dropped by 1.66%, reflecting concerns around New Zealand's growth prospects, while Australia’s All Ordinaries declined by 1.04%, impacted by inflationary pressures on consumer spending. U.S. markets saw slight declines, with the Dow down 0.15% and the NASDAQ dropping 1.5% due to rising bond yields affecting tech stocks.
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Skellerup Holdings Limited, a prominent player in engineered industrial and agricultural products, continues to demonstrate robust growth and resilience.
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Mid-cap stocks offer a unique balance between growth potential and stability, making them an attractive option during both market downturns and recoveries. Their agility and room for expansion allow them to recover faster than large caps while being more resilient than small caps in volatile markets.
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This week's market update highlights key movements across global indices, with a focus on the US Election 2024 – How Policy Shifts Could Reshape Key Sectors and Stocks
This week's market update highlights key movements across global indices, with a focus on New Zealand Bond Market Shifts: Navigating the Impact of Falling Interest Rates
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This week's market update highlights key movements across global indices, with a focus on Heartland Group Holdings - our preferred investment for exposure to the Banking Sector. Explore the latest investment insights.
This week's market update highlights key movements across global indices, with a focus on the New Zealand & Australian Banking Sector - A comparative look at each Country's leading banks. Explore the latest investment insights.
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This week's market update highlights key movements across global indices, with a focus on Goodman Property Group's potential growth opportunities and Auckland International Airport’s $1.4 billion capital raise to fund its major infrastructure expansion. Explore the latest investment insights.
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The utilities sector in New Zealand has always been a critical part of the country's economy and infrastructure, with major players like Contact Energy, Genesis Energy, Meridian Energy, Mercury Energy, Manawa Energy, and Vector dominating the market.
Weekly Market Update and Spotlight on Port of Tauranga: A Key Player in New Zealand's Industrial Growth
Weekly Market Update and Spotlight on Contact Energy Limited
Weekly Market Update and Spotlight on NZX Limited
Weekly Market Update and Spotlight on ResMed Inc and Fisher & Paykel Healthcare
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Weekly Market Update and Spotlight on Mainfreight Limited
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Weekly Market Update and Spotlight on BlueScope Steel Limited
Weekly Market Update and Spotlight on Arvida's Potential Acquisition Along with Trending Retirement Village Sector
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Weekly Market Update and Spotlight on New Zealand's Economic Cycle and Market Outlook with OCR Cut Priced In
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Weekly Market Update and Spotlight on BHP Group Through Technical and Fundamental Analysis
Weekly Market Update and Spotlight on KMD Brands Plunge: A Golden Buying Opportunity?
Weekly Market Update and Spotlight on Strategic Moves in Asset Allocation
This update aims to keep you informed about the latest developments, insights, and opportunities within your KiwiSaver scheme.
Weekly Market Update and Spotlight on Emerging Economies: Risks, Rewards, and Realities
Insights from our latest client survey. In this edition, we highlight the key takeaways from the survey, showcasing what you appreciate most and where we can enhance our support.
Weekly Market Update and Spotlight on AI- Navigating the potential AI Bubble
Weekly Market Update and Educational Spotlight on Bonds- Your Guide to Stability, Income, and Wealth
Weekly Market Update and BlackRock's Impact on New Zealand's Sustainable Future
Market Insights: Weekly Update and Spotlight on RBNZ's Roadmap to a Cashless Future: Your Voice Counts!
Market Insights: Weekly Update and Spotlight on Briscoe Group's Resilient Performance
Investment Topic - We delve into the latest economic updates, company news highlights, and spotlight cover Heartland Bank.
Investment Topic - We discuss the recent Economic News, Fisher & Paykel Healthcare, Sheffield & Hallenstein Glasson.
Investment Topic - We discuss the recent Economic News, Ryman Healthcare, PGG Wrightson & Summerset Group.
Investment Topic - We discuss the recent Economic News, Currencu Hedged Investments and a Company News on Briscoe Group Limited.
Investment Topic - We discuss the recent Economic News, Performance of Stock picks 2023 & a wrap of the year we have had.
Investment Topic - We discuss the recent OCR annoucement, Charlie Munger's passing & Company Spotlight on EBOS.
Investment Topic - We discuss the recent general market trend, Yovich & Co preferred stocks & Company Spotlight on Ryman Healthcare.
Investment Topic - We discuss the recent GDP and OCR announcements, Investment News on Sheffield, The Warehouse & Marlin Global and a Company Spotlight of Fisher & Paykel
Investment Topic - We discuss the recent RBA announcement, new Fixed Interest assets and a Company Spotlight of Freightways.
Investment Topic - Money Month. We dicuss the ANZ Truckometer results, recent economic news and start our new feature of company spotlight.
Investment Topic – Risk & Diversification. We discuss the Business Outlook and Consumer Confidence Surveys, as well as the latest news from Infratil Limited (IFT.nz), Genesis Energy (GNE080.nz) Considers Green Bond Offer and Fonterra (FSF.nz)
Investment Topic – Risk & Diversification. We discuss the risks of investing in the share market, and how to mitigate risk via diversification.
Stock Focus – Ryman Healthcare. We cover Ryman Healthcare’s recent earnings announcement.
Economic News – Trust Tax Rate Increase to 39%. We discuss the increase to the trust tax rate, as announced in Budget 2023, and what it means for investors.
Stock Focus – Mainfreight. We cover Mainfreight, a global supply chain logistics provider.
Market Theme – Have Interest Rates Peaked? We discuss whether interest rates have peaked yet, and what this means for investors.
Market Highlight – Synlait Milk Profit Downgrades. We highlight the recent profit downgrades by Synlait Milk, caused largely by reduced demand for its products, and the focus for the company to turn their results around.
Market Highlight – IMF Outlook for Real Interest Rates. We highlight the outlook for real interest rates globally, as provided by the International Monetary Fund (IMF) in its recent World Economic Outlook.
Investment Topic – How Bonds Work. We provide a guide for investors on how bonds work, including the mechanics and attributes of bonds.
Economic News – RBNZ Chief Economist Speech on Inflation. We discuss the recent speech on inflation by RBNZ’s Chief Economist Paul Conway.
Market Spotlight – Volatility. We put the spotlight on volatility, which increased after the collapse of Silicon Valley Bank.
Market Highlight – Silicon Valley Bank Collapse. We discuss the collapse of US-based Silicon Valley Bank: what caused the collapse, is the bank being bailed out, and what is the contagion risk?
Market Highlight – Sheffield Resources Entitlement Offer. We discuss Sheffield’s entitlement offer, raising capital for a new mineral sands project in the south of Brazil, consisting of deposits identified in a long strip of sand along the coast of the Atlantic Ocean.
Market Spotlight – Fuel Demand Projections for NZ. We put the spotlight on NZ’s fuel demand projections, as compiled by industry experts Hale and Twomey in a report commissioned by Channel Infrastructure NZ.
Investment Topic – Bonds vs Term Deposits. We discuss the implications of higher interest rates for investors, and the differences between bonds and term deposits.
Market Highlight – Ryman Healthcare Entitlement Offer. We discuss Ryman Healthcare’s entitlement offer, raising capital to strengthen Ryman’s balance sheet through the repayment of debt.
Market Theme - Recession. We discuss the impact of a recession on the sharemarket, and some ideas for investors looking to tilt their portfolio to a more defensive setting.
Market Spotlight – Official Cash Rate. We put the spotlight on the Official Cash Rate (OCR), and how the RBNZ uses it to control inflation.
Market Spotlight – NZ Housing Sector Update. We provide an update on the NZ housing sector, and look at the drivers of house price inflation over the past 20 years according to the Housing Technical Working Group.
Market Spotlight – Globalisation. We put the spotlight on globalisation: its rise in the 20th century, and its notable decline in the past few years.
The Year Ahead 2023. We look at the year ahead, and select our preferred stocks from the list of Herald Brokers’ Picks.
2022 - The Year in Review.
FPH's sales of hospital consumables have returned to month-on-month growth. How has the share market responded?
Sector Review – Aged Care / Retirement. Why have values fallen this year, and what is the outlook?
Market Highlight - RBNZ hikes the OCR by 75 basis points and forecasts recession. What has changed?
Market Highlight – ANZ Bank FY22 Result. Record-breaking profit but the share price dropped. Why?
Market Highlight – Zenith Minerals Demerger. What options do investors have?
The US market reversed the gains made in the previous week, as speculation around Federal Reserve rate hikes continues to drive swings in sentiment from one day to the next.
Markets made further gains last week, with the US market up 3.95%, the NZ market up 3.22%, and the Australian market up 1.51%.
The US market had its best week since June, with the Dow Jones Index up 4.89% and the NASDAQ up 5.22%.
Markets faced another week of falls, with a higher-than-expected US inflation report sparking higher rate hike expectations, and rising risk aversion.
Joint venture, Kimberley Mining Sands, has made the Final Investment Decision (FID) to construct and develop the Thunderbird Mineral Sands Project.
Share markets staged a rally at the beginning of last week, before falling back towards the end of the week.
The local market fell 3.23% last week, following the global downward trend, after stronger than expected inflation reports in Europe and the US.
Last week was eventful and volatile for equity and foreign exchange markets...
An inflation report in the US showed inflation higher than expected, prompting shares to move downwards on the expectation of higher interest rates...
Global sharemarkets had a positive week, with the US market leading the way...
Last week Yovich & Co farewelled a long-standing and highly-valued team member...
The US market fell heavily last week, with the S&P 500 down 4.04%, and the NASDAQ down 4.44%, driven by...
NZ and US markets were both down during last week, falling 0.39% and 1.21% respectively, while the Australian and UK...
Global sharemarkets continued the upward trend from July, with the NZ market adding a further 2.05% gain during the week.
Global sharemarkets continued the upward trend from July, with the NZ market adding a further 2.05% gain during the week.
Sharemarkets continued to make gains last week, completing a positive month of July.
Last week saw a recovery in sharemarkets globally, with the NZ market up 1.26%, the Australian market up 3.15%, and the US market up 2.55%
After a volatile week, markets recovered some ground to finish slightly down over the week.
Markets rebounded last week from a terrible first half of the year, with the local NZ sharemarket up 3.87% for the week
The NZ and Australian markets were relatively uneventful last week
We saw some recovery in sharemarkets globally last week
Global sharemarkets were down heavily last week due to central banks hiking rates
It was a tough week for sharemarkets globally, with the NZ market down 2.46% over the week
The local sharemarket had a strong week, recovering some of the losses made last mont
International sharemarkets made strong recoveries last week
The NZ and Australian markets saw modest increases over the week, up 0.89% and 1.14% respectively
n another rough week for equity markets globally, the NZ market fell heavily by 3.8%
Global equity markets fell last week due to global growth concerns surrounding
The NZ market was slightly down last week, while US indices ended the week sharply down after negative
The NZ market closed slightly up over the week, while other global markets recorded losses
The NZ and Australian markets were slightly down last week, while UK and European markets
The NZ market was slightly up last week, with a 0.29% gain, while the Australian
Global sharemarkets made further gains last week, with the S&P 500 in the US rising 1.8%, and the NASDAQ
Markets recovered strongly during the week; the US market leading the way with the Dow up 5.50% and
Major markets declined over the week, with the Dow and Nasdaq down 1.99% and 3.53% respectively
The NZ market was up 1.83% over the week, recovering the loss from the week earlier.
The NZ market dropped by 1.80% over the week following news of the Russian invasion of Ukraine
The NZ market was essentially flat over the last week, declining by 0.26%, however there were some large individual
The NZ market was slightly down by 0.86% in the last week, with 20 companies recording gains, and 29 companies
The NZ market was down a further 4.02% in the last week, with only 3 companies recording gains
After a strong 2021 year, markets in the US have had a weak start to 2022 as US interest rates
In this week’s market update, we review the Aged Care / Retirement sector, covering the four
Welcome to the first newsletter of the year. We hope you enjoyed a relaxing break over the Christmas
From all of us at Yovich & Co we wish you a Merry Christmas and a prosperous New Year
Markets rebounded strongly last week, including the NZ index which gained 1.37%
The NZ index was slightly up last week, with 31 of the 50 companies making price gains.
n summary, the NZX50G had 26 companies on the downside, 1 remained unchanged, and 23 companies were on the upside.
In summary, the NZX50G had 21 companies on the downside, 5 remained unchanged, and 24 companies were on the upside
In summary, the NZX50G had 14 companies on the downside, and 36 companies were on the upside
In summary, the NZX50G had 42 companies on the downside, 1 remained unchanged and 7 companies were on the upside
We hope you are well and safe and looking forward to returning to what will be another ‘new normal’ for businesses.
In summary, the NZX50G had 16 companies on the downside, 1 remained unchanged and 33 companies were on the upside
In summary, the NZX50G had 25 companies on the downside, 2 remained unchanged and 23 companies were on the upside
In summary, the NZX50G had 23 companies on the downside, 4 remained unchanged and 23 companies were on the upside
In summary, the NZX50G had 21 companies on the downside, 1 remained unchanged and 29 companies were on the upside
In summary, the NZX50G had 30 companies on the downside, 3 remained unchanged and 17 companies were on the upside
In summary, the NZX50G had 27 companies on the downside, 4 remained unchanged and 19 companies were on the upside
In summary, the NZX50G had 31 companies on the downside, 3 remained unchanged and 16 companies were on the upside
In summary, the NZX50G had 25 companies on the downside, 2 remained unchanged and 23 companies were on the upside
In summary, the NZX50G had 21 companies on the downside, and 29 companies were on the upside
In summary, the NZX50G had 22 companies on the downside, 4 unchanged and 24 companies were on the upside
In summary, the NZX50G had 23 companies on the downside, 2 unchanged and 25 companies were on the upside
The first quarter of the 2018 year has seen an increase in volatility as overly positive expectations
Despite finishing the first week of the year in the Black, a fall of 2.52% last week has seen the market fall from record highs.
From all of us at Yovich & Co. we wish you a Merry Christmas and a prosperous New Year.
Against all odds, Labour and Jacinda Ardern have formed a government with NZ First and the Greens.
The New Zealand market has bounced back after a six day losing streak early in November to consolidate on its gains and remain above the significant 8,000 point level.
nother record high was reached for the NZX Gross Index, with growth companies like Serko
This week's market update highlights key movements across global indices, with a focus on the New Zealand & Australian Banking Sector - A comparative look at each Country's leading banks. Explore the latest investment insights.