February 2024 ‘No man ever wetted clay and then left it, as if there would be bricks by chance and fortune.’ – Plutarch Welcome to 2024, a new unwritten chapter that I trust will be full of opportunity and in the words of Jason Mraz “may the best of your todays be the worst of […]
Words and Ideas Can Change Things Read More »
20 September 2022 “Truths and roses have thorns about them” – Henry David Thoreau With growing concern, in July last year I wrote “I sense a change in the wind is coming. The question is, what is the trigger and when will it manifest itself?” and “the pace of the increase [in yields] is a
It is not all Chocolates and Roses Read More »
Second Annual Philanthropy Report Even with a tightening investment return outlook amid a prolonged economic slump and high inflation, the past year has brought heartening news for the charitable sector. The second annual Perpetual Guardian philanthropy report, released in line with the 2023 Philanthropy New Zealand conference, records total giving for the year to 30
This article was originally written and published by Openly Investing. “Ride the horse in the direction that it’s going” – Werner Erhard The title of this document suggests how asset prices are currently behaving depending on which asset class or investment you are looking at. There does appear to be a trend but to say it
July 2021 | Up, down, sideways and a round trip Read More »
This article was originally written and published by Openly Investing. “One may miss the mark by aiming too high as too low” – Thomas Fuller Since our last deliberations surrounding the prospect of negative interest rates in New Zealand, investors have had a plethora of new information to consider. Alongside a resurgence of the pandemic
9 September 2020 | New Zealand And The Spectre Of Negative Interest Rates Read More »
This article was originally written and published by Openly Investing. “I’ve never responded well to entrenched negative thinking” – David Bowie In the corridors of the Reserve Bank of New Zealand (RBNZ), an important discussion is rumbling on to the beat of drums. The topic of these discussions is squeezed into the column inches of
2 June 2020 | New Zealand And The Spectre Of Negative Interest Rates Read More »
This article was originally written and published by Openly Investing. “Between stimulus and response, there is a place where we choose our response” – Stephen Covey The origin of the quote is a little mysterious and it is likely that Stephen Covey’s was not the original but an abbreviation of another. However, to my mind
15 May | COVID-19 & The Budget Update #6 Read More »
This article was originally written and published by Openly Investing. “Anyone in recovery knows that isolation is the biggest enemy.” – Ivan Moody Ivan Moody’s quote is about his battle with alcoholism and recognition that the path to success is hardest when taken alone. I would liken his path to the one we need to
11 May | COVID-19 & Global Economy Update #5 Read More »
This article was originally written and published by Openly Investing. “We’re still in a recession. We’re not going to be out of it for a while, but we will get out.” – Warren Buffet What a striking statement that is or more accurately was. Mr Buffet said that during the last major setback that investment
6 April | COVID-19 & Global Economy Update #4 Read More »
The COVID-19 pandemic continues to impact the global economy more significantly than anyone had first expected. Read the 3rd update on global markets from Openly Investing here.
18 March | COVID-19 & Global Economy Update #3 Read More »
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