March Investment Update (Video)
Categories
Authors
Published
Watch our latest investment update with Ayrton Olivier, one of Generate's Portfolio Managers, as he breaks down the recent market volatility—what’s behind it, and when can we expect markets to rebound?
Hosted by Stephanie Whittaker, Generate Adviser, this month’s update provides key insights to help you stay informed about your investments.
Some of the key takeouts from the video:
Tariffs imposed by the US have begun, causing retaliation and worries of full-blown trade wars, weakening growth globally and in the US
US defence spending being pulled to Ukraine is causing geo-political issues, although Germany is now looking to spend up to 500bn to bolster defense, causing alarge move in German government bonds.
US interest rates have fallen and another cut from the Fed is expected as the US economy shows signs of slowing
Active and Agile portfolio management – we are able to actively adjust to risks and opportunities as they unfold.
RBNZ lowered rates as expected, and term rates expect further cuts (as the RBNZ also projects) but it is “in the price” – wholesale rates markets have factored it in
USD gains benefiting the portfolios NZD value
Information correct at time of filming on date. The issuer is Generate Investment Management Ltd. A copy of the Product Disclosure Statement and advertising disclosures are available at generatekiwisaver.co.nz/disclosures