Category: Interest Rates
Portfolio Update: September 2025 — 25% YTD — The Power of Global Allocation
Surprise, surprise. We’ve just experienced the strongest September in 15 years. Here’s why the market continues to reward courageous investors.
Why Kiwis Feel Poor Even When They’re Asset-Rich
For the longest time, New Zealanders have seen rising property prices as the shortcut to riches. But is there a hidden cost to this strategy?
The Quiet Roar: Small-Caps Poised to Break Out?
Large-cap stocks tend to capture all the media attention. But look past the glitz and the glamour. Are we forgetting about the rising potential of small-caps?
Portfolio Update: August 2025 — 5.09% Up and Still Room to Load the Truck
It’s been another strong month, with our value stocks powering ahead. So what comes next? Well, we’re now watching closely for another ‘sliding-door’ opportunity.
How to Build Financial Resilience
Energy. Stamina. Endurance. If you want to succeed in investing, you must embrace the long run. Here are 6 key areas that you can focus on to build strength.
Portfolio Update: July 2025 — Up 3.54%: Strategic Gains
Tariff fear is fading. A buoyant market is now shifting into high gear. Here’s why brave investors who bought the dip are well-positioned for strong upside.
Portfolio Update: June 2025 — 12.55% in 6 Months and Still Hungry for Value
This past month has given us a burst of geopolitical volatility. But look past the media hysteria. For gutsy investors, this was a ‘sliding door’ moment to deploy cash.
Real Estate for America’s Comeback
It’s not easy to find undervalued opportunities in America. However, the property sector could be a credible option. Here’s why the market cycle might be about to turn.
Rental Crunch: The Kiwi Real Estate Doldrums
Once upon a time, New Zealand had the best-performing housing market in the developed world. But lately, it has been struggling. What comes next?
Cashing in on the Property Boomerang
A fall in property prices can be unnerving. But every downswing must eventually give way to an upswing. This is why we’re seeing extraordinary value here.
Money Talks With Simon Angelo: Tariff Turbulence & Opportunity
We talk to Reality Check Radio about the upheaval we’re seeing in this trade war. Is the volatility actually creating an opening for courageous investors?
Your Biggest Risk: Demographic Destiny and the Inflation Dilemma
The shape of our society is changing. The consequences will be extraordinary. Here’s why it’s time for you to prepare for this huge seismic shift.
Sticky Inflation Strikes Back
Inflation is a cunning thief. It robs you of your money in plain sight. But here’s the good news: the fear may also create an opportunity for the courageous investor.
Portfolio Update: December 2024 — Opportunity from Venice
It’s been a extraordinary 12 months. As we wrap up the final investment stretch of 2024, let’s take a bird’s-eye view of the global opportunities ahead.
Christmas Positivity: 4 Wealth Trends for 2025
We believe that light always defeats darkness. During this festive season, let’s reflect on the good tidings that await us in the year ahead.