Insights by Jarden: Recent Episodes
Jarden
Jarden is New Zealand's leading investment and advisory group and is a full service investment bank in Australia. We've been behind exceptional people and ideas for more than 60 years. In this podcast, our experts share their market insights, keeping you up to date on investment and economic trends. Hosted by Head of Content Madison Reidy. The information and commentary in this podcast are provided for general information purposes only. It reflects views and research available at the time of publication and is not to be relied upon as a basis for making any investment decision. Please seek specific investment advice before making any investment decision or taking any action. For information about Jarden’s financial advice service and our full disclaimer, please refer to https://www.jarden.co.nz/disclaimers
As the economic cycle matures and the operating environment becomes more challenging, investors may look for quality companies that could compound investment returns over time. In this episode, Jarden Director of Wealth Management Research, Tim Agar, explains his considerations when evaluating quality stock.
The NZX Top 50 index was one of few share markets globally to make a gain in the third quarter, which Jarden's Director of Equity Research, Adrian Allbon, puts down to defensive, dividend-paying stocks and those benefitting from economies reopening. In this episode, he also outlines the risk higher interest rates could pose to indebted listed companies.
Director of Equity Research, Grant Swanepoel, expects New Zealand's national median house price to fall another 12 per cent from its peak, at a faster rate than initially forecast, before bottoming out in March 2023. He discusses his updated house price forecast in this episode.
New Zealanders are feeling the pinch and the economy is showing underlying signs of cooling, according to Jarden Economist and Investment Strategist, John Carran. In this 'State of the economy' episode, he explains how higher interest rates and house price declines could cause consumers to cut back on spending soon.
The global economy is under pressure due to rapid increases in the cost of living, however our Investment Strategist and Economist, John Carran, is seeing evidence of inflation easing. In this episode, he highlights key data that supports his forecast for the Reserve Bank of New Zealand to slow its pace of rate increases soon.
A slowdown in consumer spending or economic growth is nowhere to be seen in Australia, despite its Reserve Bank increasing the cash rate to its highest level in seven years and house prices declining. In this latest episode of the 'State of the Economy' series, Jarden Australia Chief Economist, Carlos Cacho, discusses when higher costs could impact Australian households.
The NZX Top 50 index gained almost 1 per cent in August as listed companies like a2 Milk, Freightways and Contact Energy provided solid financial results and updates to the market. In this episode, Director of Equity Research, Adrian Allbon, says as the parameters of uncertainty are becoming better understood, some companies are looking at capital management and providing guidance to investors.
Australian listed companies have shown they're in good shape this reporting season, but they now face uncharted territory, with rising costs making guidance for investors difficult, according to our Head of Research in Australia, Ben Gilbert. Listen to him discuss the season just-ended in this episode.
The US earnings season has delivered some positive results to investors, as stocks such as Amazon and Chevron surprised to the upside, however many major companies are grappling with the impact of inflation and their ability to pass on higher costs. Madison Reidy discusses the results with Jeremy Ward, Jarden’s Vice President of Wealth Research.
The price of bonds is tumbling and yields are surging, as the market prices in further interest rate hikes. In this episode, Jarden Non-Executive Director Sean Keane breaks down what’s happening in bond markets and how significant the shifts are historically, with Madison Reidy.
Jarden is forecasting an 18 per cent fall in New Zealand’s median house price by the end of 2023, as mortgage rates rise, and builders remain at capacity. Jarden Director of Equity Research Grant Swanepoel puts his analysis in context, telling Madison Reidy house prices rose almost 50 per cent in the previous two years.
With volatile equity capital market conditions there has been few initial public offerings this year; however, Jarden’s Head of Equity Capital Markets Henry Chung says with the market rerate and large pools of private capital globally, we could see more takeover activity.
The benchmark S&P500 index fell more than 20 per cent from its highs into bear market territory by mid-2022, adding to this year’s ongoing volatility and uncertainty. In this episode, Jarden Head of Wealth Solutions Chris Wilson explains what could be impacting share markets and how investors can best navigate market volatility and losses in their portfolios.
The economic climate looks to be cooling in New Zealand, as wages don’t appear to be keeping up with the pace of inflation and disposable incomes may diminish as interest rates rise and house price growth declines, putting pressure on highly indebted households. In this episode, Jarden Economist and Investment Strategist John Carran explains the potential economic headwinds to Madison Reidy.
Following the Reserve Bank of Australia’s surprise rate rise, Jarden expects the cash rate to reach 2.5 per cent by the end of this year, adding to pressure on households and weighing on national economic growth. In this episode, Jarden Australia Chief Economist Carlos Cacho discusses the state of the Australian economy with Madison Reidy.
Fonterra’s proposed changes to its capital structure could significantly reduce the amount dairy farmer suppliers are required to invest in the co-operative. Jarden’s Head of Research Arie Dekker explains to Madison Reidy what the changes could mean for competition and Fonterra’s performance.