A Very Strong Quarter for Markets The third quarter delivered excellent news for most diversified investors. International share markets posted very strong gains, many reaching fresh all-time highs. Bond markets also made positive contributions, and the combination...
For British nationals residing in New Zealand, the decision to transfer a UK pension to a Qualifying Recognised Overseas Pension Scheme (QROPS) warrants careful evaluation. Current market conditions, including exchange rates and investment performance, may present a...
The minimum age for withdrawing funds from a Qualifying Recognised Overseas Pension Scheme (QROPS) is governed by UK rules set by HMRC and aligns with the UK’s Normal Minimum Pension Age (NMPA). Here’s a summary of the current status and upcoming changes...
A change in the New Zealand Taxation Rules now allows your HMRC approved, QROPS scheme provider to pay your transfer tax liability directly to the IRD at 28%. A new migrant or a Kiwi returning home after a decade abroad meets the criteria for “transitional...
Market reaction to new Trump tariffs On April 2, U.S. President Donald Trump announced a sweeping set of international tariffs: a universal 10% tariff effective April 5, and additional country-specific tariffs affecting roughly 60 nations from April 9. Markets...
Pessimism can be positive While it may seem counterintuitive, investors should take some comfort from the recent spike in uncertainty. Three professors from Stanford and Northwestern universities have developed an objective method to measure economic uncertainty,...
During the first quarter of this year, numerous international stock markets maintained robust performance. Despite lackluster economic indicators in various countries, such as New Zealand, the sustained enthusiasm surrounding AI technologies and anticipation of...
The conclusion of the year brought about notably positive outcomes, with the final quarter yielding strong returns across diverse asset classes, thereby enhancing the favorable performance of investment portfolios. Within this update, our primary article offers an...
Our Spring Newsletter Update covers the period from July to September 2023. Following a robust first half of the year, financial markets relinquished some of their gains during the third quarter, with a continued focus on inflation, interest rate expectations, and the...
Investors who had transferred their UK Pensions into the Kiwi Wealth Super Scheme have been advised this week that the scheme is closed to new members from 4 October and will wind-up effective 31 December 2023. Fisher Funds which now owns the Kiwi Wealth funds stated...
