Watch our Investment Update - August 2024 (video)

Join us for this month’s investment update with Ayrton Oliver, Portfolio Manager for Generate, as he gives us insight into the global economic landscape, discussing the softening data in the US, shifting inflation expectations in Australia, and potential rate cuts by New Zealand’s central bank.Ayrton also dicusses how portfolios are being strategically adjusted in response to these trends.

This months investment update was hosted by Stephanie Whittaker, Generate adviser. 

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Key points: 

• Global markets are becoming more concerned about the economic outlook. The soft landing is looking less likely and there is more worry about a recession 

• US has seen weakening activity data and employment, driving concern consumers may be feeling more stress than previously thought 

• Australian inflation has begun to come back down, market no longer expects RBA hikes

• Central banks are starting to ease monetary policy by cutting interest rates 

• New Zealand economic data is pretty dire, RBNZ to cut rates this year 

• Portfolios have been reducing the underweight to growth and positioning for lower interest rates using fixed income 

Watch our Investment Update - September 2024 (video)

Join us for this month’s investment update with Daniel Frost, Portfolio Manager at Generate. In this session, we’ll explore the recent RBNZ rate cut and its implications for borrowers and the broader economic landscape. We’ll delve into the corporate sector’s perspective on the economy and dissect the factors driving the surge in power prices. Plus, we’ll examine whether these elevated prices will translate into significant profits for electricity companies.

This months investment update was hosted by Stephanie Whittaker, Generate adviser.

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Watch our Investment Update - October 2024 (video)

How will the US election impact the market, and what does the recent Chinese stimulus package mean for the global economy? Join us for this month’s investment update where Nathan Field, Global Equities Portfolio Manager at Generate, tackles these questions and more.

Nathan has just attended two major US conferences, covering technology and financial services, and gained a wide perspective with some very positive takeaways about the state of the American economy. He also shares why AI will be a core part of the tech industry for decades to come and whether Generate invests in Chinese stock.

This month’s investment update was hosted by Stephanie Whittaker, Generate adviser.

Click here to watch