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Spring 2018 Economic Commentary

This quarter we discuss:
  • In the investment market review we summarise some of the key talking points in global markets over the last three months.  In spite of plenty of news ‘distractions’, it was another generally favourable period for diversified investors. In addition, following its outstanding equity market performance over the last decade, we have devoted a little more time to reviewing the current economic state of affairs within New Zealand.
     

  • In the second article looks at the perils of forecasting markets or investment returns. As if making an accurate forecast wasn’t already hard enough, sometimes even getting that part right doesn’t tell you how a market will react to news.

Click on the image below to view the full newsletter in pdf format:
Lyfords Newsletter Oct 2018