Investment News, Opinion and Media

The Reserve Bank's Kiwi dollar warning shot

Article posted on 27 March 2013 in Interest Rates/OCR

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In this month's Monetary Policy Statement the Reserve Bank raised some eyebrows by declaring they would consider driving down interest rates within the year. John Carran explains why this statement about the OCR was an OMG moment for markets, and why the high NZ dollar is to blame.

In this month's Monetary Policy Statement the Reserve Bank raised some eyebrows by declaring they would consider drivi...
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Market outlook - Risks evenly balanced for 2013

Article posted on 28 February 2013 in Markets

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After a troublesome year the global economy is moving into third gear, with risks looking to be more evenly balanced than they have been for several years. John Carran outlines our view on what’s ahead for world markets in 2013.

After a troublesome year the global economy is moving into third gear, with risks looking to be more evenly balanced than ...
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End of the year not the end of the world

Article posted on 18 December 2012 in Markets

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The Mayan calendar might suggest that the world is going to end before Christmas, but December 2012 is actually shaping up to be far from disastrous in economic terms. We explain why in this snapshot of the state of markets at year end.

The Mayan calendar might suggest that the world is going to end before Christmas, but December 2012 is actually shaping up...
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Flinty Wheeler holds the line

Article posted on 6 December 2012 in Interest Rates/OCR

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On 6 December the Reserve Bank announced that it would keep the Official Cash Rate (OCR) unchanged at the record low of 2.5%. John Carran looks at what the Bank's statement indicates about their outlook for the New Zealand economy.

On 6 December the Reserve Bank announced that it would keep the Official Cash Rate (OCR) unchanged at the record low of 2....
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What is the US 'fiscal cliff' and will it affect NZ?

Video posted on 4 December 2012 in Economy

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The United States is said to be teetering on the brink of a ‘fiscal cliff’. John Carran explains what this means, what's causing it, and its potential impact on the New Zealand economy.

The United States is said to be teetering on the brink of a ‘fiscal cliff’. John Carran explains what this mea...
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The economic impact of 'Superstorm Sandy'

Video posted on 2 November 2012 in Markets

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Much has been reported about the devastating effects of 'Superstorm Sandy' on the United States. John Carran looks at the impact the storm may have on the US economy, as well as the potential effect on the wider global economy.

Much has been reported about the devastating effects of 'Superstorm Sandy' on the United States. John Carran looks...
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All aboard the QE3: What is Quantitative Easing and will it affect New Zealand?

Video posted on 21 September 2012 in Markets

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US Reserve Bank boss Ben Bernanke has announced a third round of Quantitative Easing (QE3 for short). But what is QE? Is it the cure for the US economy's ills? Do we need a dose of it in NZ? In this video John Carran explains what QE3 means and how it could affect the New Zealand economy.

US Reserve Bank boss Ben Bernanke has announced a third round of Quantitative Easing (QE3 for short). But what is QE? Is i...
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Aussie Rules? The Australian economy and how it affects New Zealand

Video posted on 6 September 2012 in Markets

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Slowing growth in China means Australia's mining boom could be coming to an end. In this video John Carran looks at where the Australian economy is headed and how a change in fortune could affect this side of the Tasman.

Slowing growth in China means Australia's mining boom could be coming to an end. In this video John Carran looks at wh...
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Why we invest in overseas shares

Article posted on 22 August 2012 in Shares

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John Carran explains why, at GMI, our growth portfolios are invested mainly in global companies, and looks at the historical performance of the New Zealand share market compared to the US.

John Carran explains why, at GMI, our growth portfolios are invested mainly in global companies, and looks at the historic...
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Market outlook: It's not the end of the world

Article posted on 22 August 2012 in Markets

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Judging by the news headlines over the past few months you could be forgiven for believing that the end of the world is upon us. As serious as the situation is, the underlying picture may not be as dire as the media and some commentators make out. John Carran explains.

Judging by the news headlines over the past few months you could be forgiven for believing that the end of the world is up...
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Take your funds for a holiday overseas

Article posted on 7 August 2012 in Investing

John Carran discusses the reasons why, for many New Zealand investors, it makes sense to have a good portion of your holdings overseas.

John Carran discusses the reasons why, for many New Zealand investors, it makes sense to have a good portion of your holdi...
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Euro summit eases market anxiety

Article posted on 24 July 2012 in Policy

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While the Euro Soccer Tournament was in its final stages late last month, the markets were following a European nail biter of a very different kind. Would the two-day EU leaders' summit in Brussels finally result in a credible plan to resolve the region's financial woes? John Carran has a look.

While the Euro Soccer Tournament was in its final stages late last month, the markets were following a European nail biter...
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