Category: Interest Rates
Portfolio Update: October 2026 — NZ Dollar at a Crossroads
This past month brought us currency volatility as the election beckoned. It served as a timely reminder of the benefits of global diversification.
The Most Boring Business in Finance: Why It Keeps Paying
Most investors are obsessed with the potential of AI. But are they forgetting an old-fashioned sector that offers compelling value and income?
Money Talks With Simon Angelo: Investors Eye Election Policy
We talk to Reality Check Radio about the weakness in the Kiwi dollar, as well as the stakes in November’s election. What should investors be paying attention to?
Rising Sun: A New Chapter for Japanese Finance
Japan is finally awakening from three decades of slumber. As the tide turns, a profound transformation is underway. Could a financial renaissance be on the horizon?
Portfolio Update: September 2026 — Grip the Armrests, Opportunity Ahead
September has historically been the weakest month of the year. But for courageous investors, this was a sliding-door moment to capture outstanding value.
Money Talks With Simon Angelo: Money Markets and What Money Can’t Buy
We talk to Reality Check Radio about rising bond yields, as well as extraordinary stakes in November. What should Kiwi investors be paying attention to?
Portfolio Update: August 2026 — The Next Few Months Are Pivotal
This past month delivered anxiety about rising bond yields and resurgent inflation. But for eagle-eyed investors, this was the moment to capture outstanding value.
America’s $40 Trillion Debt: Crisis or Opportunity?
The United States has just hit a major debt milestone. Is this a signpost on the road to ruin? Or has the fear been oversold? Here’s what savvy investors are watching.
The Next Crash: Keep Calm and Carry On?
We live in a world where pessimism is the default mode. But what if the future is actually brighter than we think? Here’s how smart investors can position themselves for better days ahead.
Portfolio Update: July 2026 — Seeking Opportunity Amidst Volatility
This past month brought a sharp burst of volatility and a rotation out of tech. But we looked beyond the fear, building a runway for long-term value.
Portfolio Update: June 2026 — Up 3.42% — The Snowball Accelerates
This past month has been choppy for global markets, yet our composite portfolio still delivered a strong result. Here’s where we’re seeing opportunity now.
The Great Kiwi Housing Disaster: What Comes Next?
New Zealand’s property market is now in Year 4 of a decline. The pain is real. What does the road ahead look like for Kiwi investors?
Portfolio Update: May 2026 — Steady Performance Against Turmoil
How do you ride out Iranian volatility? By building a robust portfolio. Here’s why we’re embracing opportunities in the counter-cycle.
Money Talks With Simon Angelo: Budget 2026 Lacks Bold Vision for NZ’s Future
We talk to Reality Check Radio about the merits of the latest Budget. Is New Zealand too risk-averse? Are policymakers missing the chance to create long-term prosperity?
The Cost of Bad Decisions: How NZ Lost a Decade of Wealth
Mistakes have a compounding effect. Once the first domino falls, the long-term impact can be profound. Here’s why this matters to our prosperity as a nation.