Lyfords quarterly newsletter reviews key financial market events that have impacted portfolio returns.
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:
In this update we look back over the period October to December 2023.
The year concluded on a highly positive note, as the final quarter delivered some strong returns across various asset classes, contributing to favourable outcomes for investment portfolios.
In this update, our lead article provides an overview of the last quarter, shedding light on key themes such as the prevailing trends in inflation and interest rates, the influence of positive migration, and the performance of the ‘Magnificent 7’ prominent US technology companies.
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.
The featured article, titled ‘2023: Another year that defied the experts,’ reflects on market projections made at the outset of the previous year, emphasising the potential confusion and drawbacks of relying too heavily on so-called “expert forecasters” for financial decisions.
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:
To receive a pdf version please email us and we will email this to you. The file size is slightly outside the range permitted by the web site editor this month.