Category: Interest Rates
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.
Portfolio Update: November 2025 — Outpacing the S&P 500
As the year starts to wind down, our Quantum Income Strategy continues to deliver strong results. Here’s why we’re still seeing pockets of deep potential.
The Big Four Banks: Steady Now, Challenges Ahead?
For the longest time, the Aussie banking giants have cast their long shadow over the Kiwi landscape. But is that dominance finally starting to crack?
Portfolio Update: October 2025 — Escaping the Monetary Con — Up 1.29% This Month
Buying productive assets. Capturing growth. Generating income. Here’s why it’s never been more important for our clients to stay ahead of currency debasement.
Falling Interest Rates: These 2 Sectors Could Win Big
It’s showtime. Rates are coming down. Trillions of dollars will need to be redeployed. Could these 2 hidden areas of the market benefit from a value rotation?
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.