Market Wrap-Up

Strong earnings, resilient economic activity and broader participation across sectors helped support global markets in August. Lewis Fowler, Portfolio Manager at Harbour Asset Management, explains the key themes that influenced markets during the month and considers what investors should be paying attention to now. Economic Resilience Keeps Markets Moving Higher Global share markets pushed higher…

What happens when bond markets become the main driver of investor sentiment? In this edition of the InvestNow Market Wrap-Up, Alistair Dring, Assistant Portfolio Manager, Mint Diversified Funds at Mint Asset Management, examines the events that shaped July and the signals emerging from global markets. Blame it on the bonds If you watched only one…

Fear, FOMO and Fundamentals Global equities produced strong gains during the June quarter, even as investors grappled with Middle East tensions, volatile oil prices and uncertainty around inflation and interest rates. Greg Fleming, Head of Diversified Funds at Salt Funds Management (Salt), reviews the key market developments and considers what they may mean for investors…

Signs of Calm as Markets Recover Momentum Global markets appeared to regain momentum in May, supported by strong earnings and easing geopolitical tensions. While risks remain, the backdrop improved for investors. Del Hart shares what drove markets, what it means, and the key themes to watch next. Introduction May 2026 saw global markets resume a…

Why markets keep rising despite global uncertainty Amova Asset Management’s Portfolio Manager, Alan Clarke, shares his take on April’s strong market rebound and the key forces driving returns. From geopolitical tensions to the ongoing rise of AI, he explains why short-term market swings can distract from what really matters - long-term earnings growth. Market Recap…

Property Markets Under Pressure: Why Uncertainty Is Weighing on New Zealand Housing Squirrel’s Chief Operating Officer Dave Tyrer explains why recent volatility is stalling New Zealand’s housing recovery - and why income focused investors may still find opportunity as interest rates rise. A Cautious Start to March for Property Markets After seeing early signs of recovery…

Volatility, rotation and keeping perspective Pie Funds’ founder and Chief Investment Officer Mike Taylor explains why February’s market rotation is a reminder that sentiment can shift quickly - but fundamentals rarely move as fast as prices. A complicated start to March By the time you’re reading this it’s mid-late March and the world looks even…

InvestNow Market Wrap-Up: Special Edition 2025 Review & 2026 Outlook Welcoming Kady Buchanan, Head of Intermediary Clients at Milford, as this month’s guest author of the InvestNow Market Wrap-Up. Looking Back at 2025 and How Markets Are Taking Shape in 2026 2025 felt fast, noisy, and occasionally disorienting. It was a year in which trends…

Welcoming Mark Donnell, Director at Lighthouse Funds, as this month’s guest author of the InvestNow Market Wrap-Up. Climbing The Wall of Worry Through October it seemed like nearly every financial news site ran at least one story asking whether US equity markets are in a bubble – more specifically an AI bubble – and whether…

Welcoming Tom Deacon, Assistant Portfolio Manager at Mint, as this month’s guest author of the InvestNow Market Wrap-Up. Rates Divergence, Parabolic AI, and U.S. Policy Markets Snapshot September was a mixed month for global markets. U.S. equities extended their run with the S&P 500 up ~3.6% as investors saw a relatively robust economy supported by…

Welcoming back Greg Smith, Investment Specialist, at Generate, as this month’s guest author of the InvestNow Market Wrap-Up. Up in the clouds Global equities rose strongly in August, led by the US markets. The S&P 500 gained 1.9% and the Nasdaq 1.6%, both reaching record highs (and pushing further into blue sky territory in September).…

Welcoming back Greg Fleming, Head of Global Diversified Funds at SALT Funds Management, as this month’s guest author of the InvestNow Market Wrap-Up. “Hotter than July?”  The second half of 2025 got underway with a remarkable degree of unconcern, considering the continuing lack of clarity on many crucial global economic and market influences. In equity…