Kapiti Financial Advice Limited – KiwiSaver and Investment
The broad theme is that rising interest rates have put pressure on bond and share markets in recent weeks. This is providing a challenge for funds across the board: The US share market has plateaued since early August, with rising bond yields creating headwinds for shares/equities. Nevertheless, the US market has been supported by technology … Read more
Global equities rose during August, supported by exceptionally strong corporate earnings and resilient economic activity. This occurred despite ongoing tensions in the Middle East and upward pressure on interest rates. The global second quarter earnings season has been significantly stronger than expected and remains an important support for equity markets. In the United States, the … Read more
An article on CNN advises that “Yellow lights are flashing in the most important market on the planet: The US bond market”. The yield on the benchmark 10-year Treasury, climbed on Wednesday 2nd September to the highest level in nearly three years as the Middle East conflict escalated, reinforcing inflation fears. In Germany, the 10-year … Read more
Global sharemarkets rose 2.2% in July. US markets led the way on favourable corporate earnings updates, particularly better than expected profit updates from the technology giants Microsoft, Apple, Alphabet, and Meta. Microsoft’s value rose to over US$4 trillion following its profit update. Apple reported strong revenue growth, helped by consumers rushing to buy iPhones ahead … Read more
Better than expected US inflation data, the ongoing resilience of the US economy and solid corporate earnings results provided support for the US market in January. This was despite uncertainty regarding the impact of Chinese AI startup DeepSeek and President Trump’s plans to apply tariffs on imports. Providing support for the outlook, the Fed has … Read more
Share Markets Global share markets rose 3.7% in May, reverting to their upward trend Favourable economic data in the US, UK and Europe, a successful US earnings season, and falling longer term interest rates supported the rise in global share markets. AI remains a key feature. Nvidia’s better than expected profit announcement provided a big … Read more