Stock Markets, Simplified.
Global markets rallied overnight as investors digested corporate earnings season and a move higher in the price of iron ore supported resource stocks. Both the Australian and NZ markets were higher yesterday led by positive sentiment across the big Aussie
Global markets were generally higher overnight as the market traded in a relatively tight range. As we have discussed this week, US earnings season kicks off in earnest tonight and will be a focus for investors. Earnings will be as important as ever again
Global markets were slightly lower overnight on thin trading as the US market was closed for Independence Day. Closer to home, the Australian market rebounded strongly yesterday experiencing its best daily gain for 2017, while the NZ market also traded
Global markets experienced their biggest drop in a month overnight, with particularly high levels of volatility being experienced in the Technology sector. Tech stocks, which have led the S&P 500's record run this year, have pulled back recently after som
Global markets were lower overnight following the resumption of a sell-off across US Technology stocks, with the latest round of selling being triggered by a record fine against Google’s parent company Alphabet from the European Union. On the flipside, mi
Global markets were lower overnight as a sharp drop in oil prices squeezed energy stocks. Oil prices are at a seven-month lows after news of increases in supply by several key producers, a trend that has undermined attempts by OPEC and other producers to
Global markets sold off overnight, weighed down by the Technology sector and Resource stocks. The big names in the US Technology sector such as Apple and Alphabet extended their recent sell-off yesterday. However, the worst performing sector overnight was
We have recently launched the ATM Dividend Portfolio, which is designed for income seeking investors. While we apply our usual investment philosophy in order to find attractive investments which fit with our big picture world views, the emphasis is find
Tourism Holdings (THL.NZ) continued it stellar share price run as it announced a business acquisition in the US which we discuss below – ATM has made a solid +60% return on THL since buying it in April last year.
Both ATM’s model portfolios performed significantly better than the broader market in May. The ATM NZ Model Portfolio gained 1.9% in May (versus NZX 50 index 0.5%) taking the portfolio to a total return of +43% since September 2015. At the same time the A