In this issue, we review our new favourites: Oprah’s Super Soul Podcast and The Psychology of Money by Morgan Hounsel, which is a must-read for anyone who finds analogies easier to understand than investment theory! Podcast Review Oprah’s Super Soul Legendary talk show host, Oprah Winfrey’s podcast series is highly acclaimed for its deep, insightful […]
What We Like: January 2025 Read More »
The path to success in many areas of life is paved with continual hard work, intense activity and a day to-day focus on results. In long-term investment, however, that philosophy is turned upside down. The Chinese philosophy of Taoism has a phrase for this: “wei wu-wei”. In English, this translates as “do without doing.” It means that
The Tao of Wealth Management Read More »
A few days before Christmas, my friend got sick, and when her health rapidly declined further, she was admitted to hospital in septic shock. After several tests, she was diagnosed with an aggressive cancer. She was 46, fit, and healthy, and in the space of just two weeks, she passed away. During her brief illness,
Planning for the unexpected Read More »
By Cameron Bagrie Economist Bagrie Economics CP Wealth Exclusive We are pleased to welcome Cameron Bagrie as our guest Economist presenting an exclusive article for our CP Wealth investors. He explores the future of the US economy and discusses the delicate balance of monetary policy and financial markets, providing insights into the challenges and opportunities
The Future of the US Economy: Inflation, Growth, and Policy Implications Read More »
The Reserve Bank of New Zealand (RBNZ) has begun cutting interest rates since August, which will provide relief to borrowers, but savers wonder how it will affect their Term Deposits. At CP Wealth, we believe that interest rates will steadily decrease over the next year, but savers will still have opportunities to capture returns. We
Term Deposits: Why Investors Need to Keep Calm and Carry On Read More »
The team at CP Wealth wish you the very best for the holiday season. Our office will be closed from Christmas Eve, reopening on Monday, 6 January, 2025. If you require any support over this time, please contact Jenaia Clarke on 021 917 556 or jenaia@cpwealth.co.nz.
Seasons Greetings: Our holiday hours Read More »
Here’s why that’s not all bad news By Professor Lynda Gratton, London Business School Lynda Gratton is a professor of management practice at the London Business School, founder of HSM Advisory, and author of Redesigning Work and The Hundred Year Life. She has been writing about the future of work for more than 20 years.
You probably won’t retire when your parents did Read More »
Politics has been a focus for markets in 2024, with about 60% of the global population voting in elections in at least 76 countries. Of course, the big one is still to come. The US presidential election, scheduled for 5 November, is dominating headlines, prompting questions from investors in Australia and New Zealand about how
The Election Question Read More »
Despite some volatility, global markets recovered to reach record highs towards the end of the quarter. The global economy remains resilient, and with inflation slowing, central banks have begun cutting rates to help boost markets further. Global equity markets overview Global markets fell from record highs at the end of July after investors rotated away from
Economic Commentary Q3 2024 Read More »
All eyes will be focused on the US Presidential election in November. Attempted assassination of Donald Trump The recent attempted assassination of former President Donald Trump has added a layer of uncertainty to the election. Such events can lead to increased volatility in financial markets as investors seek stability in an unpredictable political climate. The
Does the US election matter to your investments? Read More »
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