NZIJ143 - July 2009
Articles
- Online version of NZ Investment Journal
- State of the markets - Editor
Reviewing the state of the markets around the globe.
- Short and long term share cycles - AMP capital Investors
While there will be setbacks along the way, shares have most likely embarked on a short term cyclical upswing that has further to run. However, various structural constraints - including high debt levels and the need to reverse huge policy stimulus - mean that for US, European and Japanese shares, this should be seen as a cyclical bull market in the context of a weak longer term trend. We are also likely to see shorter, more volatile cycles going forward. Countries that don’t face the same problems will be affected by the same short term cyclical swings as US shares, but against a far more positive trend. This includes Asian and most emerging market countries.
- Impact of the rising NZ dollar - Melville, Jessup, Weaver, Consuting Actuaries
The rise in the New Zealand dollar has come as a major surprise to many investors, albeit that it is in response to a weak US dollar.
- Boosting your home’s warmth with a government grant - Energy Efficiency and Conservation Authority
Insulation is a great way of making your home cosier and easier to heat. Over the next four years, many homeowners can get assistance to make their homes warmer, drier and healthier, through the government’s new $323 million insulation and heating programme.
- Insurance at work - David Pine | NZIJ RISK MANAGEMENT LTD
One of our clients has recently had a horrendous accident in his van. Fortunately, the outcome has been better than he expected.
- Gearing - Caglan Bagci | NZIJ MORTGAGES
The current environment of low interest rates, lower sale prices and stable rentals, makes it an ideal time for us to review the concept of gearing in relation to property investment.
- Green shoots or yellow weeds - Reprinted from Marac’s Outlook magazine
In the midst of the deepest global recession since World War II there are a few positives to talk about.
- Emerging market news - compiled from information supplied by UBS
- Asset allocations - Editor
Suggested asset allocations with respect to the benchmark index for each sector.
- Sustainability news - www.thegreenpages.com.au
Green overtakes polluters when it comes to employment; Time, money and ignorance stopping Australians from greening their home; Fast Food outlets finally begin to get their recycling freak-on, but there’s still a long way to go.
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