Investments

Market Indicators - October 2021

Global equity markets rebounded in October after last month’s rout. Inflation, monetary policy tightening and supply chain woes continued to weigh on economic activity.

Read more
Market Indicators - September 2021

September proved to be a difficult month for Global Equity markets as a slowing global economy, worsening supply chain and the potential Evergrande bankruptcy in China dented investor sentiment.

Read more
Market Indicators - 31 August 2021

In August, the global reopening continued, with a number of countries further lifting pandemic restrictions. This is despite the Delta variant continuing to spread and daily cases picking up across

Read more
Market Indicators - 31 July 2021

The global economic recovery remained strong in July as the Coronavirus vaccination roll-out continued. This was somewhat tempered by the spread of the Delta variant of the virus.

Read more
Market Indicators - 30 June 2021

Global Equities finished the month in positive territory after what was one of the strongest starts to the year since the Dot Com bubble in 2000.

Read more
Investment news

Global share markets remained strong through March with the global vaccine rollout giving investors’ confidence in the year a head.

Read more
Market Indicators - 31 May 2021

Global equities continued their upward trajectory in May as many developed economies continued to reopen, leveraging off surprisingly efficient vaccine rollouts.

Read more
Market Indicators - 30 April 2021

After a positive March, global share markets continued to perform strongly in April with all major markets (with the exception of Japan) showing positive returns.

Read more
Market Indicators - 31 March 2021

Global equities remained strong through March with the global vaccine rollout giving investors confidence in the year ahead, with the MSCI World Index returning 7.3% in unhedged NZD

Read more
Breaking through the advice barrier

New research has revealed that despite a booming property market forcing many of us to take on record levels of debt, making financial advice more important than ever before.

Read more
Market Indicators - 31 January 2021

Global share markets finished the last calendar month of 2020 on a positive note!

Read more
Monthly returns

The following table shows the year-to-date and monthly interest rates allocated to your accounts for the 2020/2021 year.

Read more
Market Indicators - 30 November 2020

Global equities saw strong returns across the board in November as the outlook for a successful Covid-19 vaccine boosted.

Read more
Market Indicators - 31 October 2020

Equity markets failed to find their footing following the turbulence of September, with most major indices experiencing outflows throughout October.

Read more
Market Indicators - 30 September 2020

Equity markets lost ground in September, bucking their widespread positive trajectory off their pandemic-induced lows. Uncertainties in the form of the upcoming US Presidential election

Read more
Market Indicators - 31 August 2020

Equity markets pushed higher in August, supported by continued improvements in global manufacturing data and an indication of persistently dovish central bank policies.

Read more
Market Indicators - 31 July 2020

Global equity markets continued their strong performance in July, with a better-than-expected earnings season in the US and continued fiscal support for households and businesses.

Read more
Market Indicators - 30 June 2020

Global equity markets extended their remarkable quarterly gains throughout June.

Read more
Market Indicators - 31 May 2020

Global equities climbed and government bond yields rose as the recovery in investment markets continued throughout May.

Read more
Switching your investment fund

The scheme offers you four investment funds – Growth, Balanced, Stable, and Cash (more information about each investment fund is available in the Member Booklet).

Read more
Market Indicators - 30 April 2020

Despite the ongoing global pandemic, markets delivered sharply positive returns in April. US equity markets had their best performance since 1987.

Read more
Market Indicators - 31 March 2020

March proved to be one of the worst months for asset prices in modern history.

Read more
Market volatility

This video will give you a basic understanding of how share market cycles work, the types of asset classes there are and how they are affected by market fluctuations.

View here
Coronavirus implications

After an extended period of positive returns, share markets have been experiencing significant sell-offs in recent weeks as the world grapples with the uncertainty of the spread of Covid-19.

Read more
Market Indicators - 29 February 2020

After touching new highs earlier in the year, global equities and other risk assets sold off sharply in February over concerns about the spread of coronavirus.

Read more
Coronavirus Implications - Investment

Global markets tumbled for a sixth consecutive day to Thursday 27 February, dragging down the S&P500 (main US equity market) more than 10% in just a week, reflecting rising fears over the coronavirus.

Read more
Market Indicators - 31 January 2020

January proved to be an eventful month; after a strong start, culminating in the signing of the phase one deal between the US and China.

Read more
Market Indicators - 31 December 2019

2019 was a bumper year for equity markets and December was no exception.

Read more
Market Indicators - 30 November 2019

November was another positive month for developed equity markets, encouraged by reported progress on trade negotiations between the US and China.

Read more
Market Indicators - 31 October 2019

October delivered another positive month for global markets, with global equities rising and bond yields inching higher.

Read more
Market Indicators - 30 September 2019

Global markets were once again able to slip into a “goldilocks” phase of accommodative monetary policy and easing trade conflict over September.

Read more
Market Indicators - 31 August 2019

August was a month marked by volatility, with equity markets struggling as investor risk appetite retreated amid fears of a global recession.

Read more
Market Indicators - 31 July 2019

July served up more positive returns for investors despite signs of increasing market strain and a weakening global economic outlook.

Read more
Market Indicators - 30 June 2019

June was a good one for investors with all major asset classes delivering positive returns and equities recovering from the falls suffered in May.

Read more
Market Indicators - 31 May 2019

May dished up a rocky month for investors, reminiscent of the equity correction seen in December last year.

Read more
Market Indicators - 30 April 2019

April continued the positive start to 2019 for investors, with equity markets maintaining their positive momentum.

Read more
Market Indicators - 31 March 2019

March brought more good news for investors, with most asset classes again posting positive returns.

Read more
Market Indicators - 28 February 2019

February delivered more good news to investors with most asset classes posting positive returns for the second consecutive month.

Read more
Market Indicators - 31 January 2019

Global markets rebounded in January with all developed markets posting positive returns.

Read more
Global Financial Crisis – 10 lessons

Last September marked the 10th anniversary of the collapse of Lehman Brothers, the fourth largest investment bank in the US, and its impact on the world’s investment markets. Ten years on.

Read more
Market Indicators - 31 December 2018

Global markets fell sharply in December with most developed markets posting large negative returns.

Read more
Market Indicators - 30 November 2018

Despite persistent volatility throughout the month, the majority of equity markets across North America and the Pacific clawed backed some of their October losses in November, posting positive returns

Read more
Market Indicators - 31 October 2018

October 2018 is being called “the worst month in ten years” after many major global share markets had much of their year to date gains annihilated by another large bout of volatility.

Read more
Market Indicators - 30 September 2018

Global equity investors struggled with the uncertainty of ever more ubiquitous trade tensions over the month, although markets still delivered a small positive return in aggregate.

Read more
Market Indicators - 31 August 2018

Global markets posted positive returns in aggregate during August.

Read more
Market Indicators - 30 June 2018

Positive returns in the US and Australia and falls in Europe, Japan and Emerging Markets over the month, resulted in a relatively flat aggregate return from global share markets in June.

Read more
Market Indicators - 31 May 2018

Global equities, in aggregate, rose over May, but it wasn’t all good news.

Read more
Market Indicators - 30 April 2018

April saw equity markets bounce back from their recent decline, delivering positive returns across all developed economies.

Read more
Market Indicators - 31 March 2018

March started on a positive note, bouncing back from losses in February.

Read more
Market Indicators - 28 February 2018

Early in February the announcement that the US budget deficit would reach close to US$1 trillion in 2018 aroused fears of inflation and higher interest rates.

Read more
Market Indicators - 31 January 2018

The first month of 2018 picked up where 2017 left off, with most global equity markets (Australia and the UK aside) delivering positive returns.

Read more