Each quarter we have an article on a financial issue we believe will interest our clients.
In addition we often post news updates and blogs on our web site at https://www.lyfords.co.nz/news-blog/
For clients who have transferred, or are looking at transferring their UK Pensions to New Zealand, updates relevant to this are posted at https://www.uk-pension-transfer.co.nz/qrops-news-blog/
In this quarter’s update we discuss:
2025.Q2 Economic Commentary – DOWNLOAD the full pdf version NOW
Market Commentary:
Several global share markets reached new all-time highs in the recent quarter. That may appear surprising given the tenor of the daily headlines which seem to resolutely focus on only the most uncertain or worrying events. The recent quarter was again dominated by headlines featuring conflict in Ukraine and the Middle East, mass deportations in the US, tariff-driven trade upheaval, and ongoing cost of living issues. These are not trivial matters ……
Key market movements:
The second quarter of 2025 started with elevated volatility due to the Trump administration’s ‘Liberation Day’ tariff announcements. However, global shares ultimately delivered significant gains as the markets perceived the strong rhetoric on Liberation Day might not be matched by the eventual (delayed) tariff implementation. …..
Feature Article – The Magic of the Managed Fund:
That’s the real magic of owning a well-diversified fund: broad exposure to the upside without needing to predict the future ……….
For a more comprehensive understanding of market dynamics, the key market movements section delves into detailed summaries of market returns throughout the quarter and over extended time horizons.
Between newsletters we often post relevant blogs under the news sections on our web sites www.lyfords.co.nz and www.uk-pension-transfer.co.nz
Blogs posted since our last newsletter:
2025.Q2 Economic Commentary – DOWNLOAD the full pdf version NOW A lot of time and effort goes into these Newsletters to provide up-to-date information and thought provoking articles.