#Slice of Pie
#Slice of Pie
7/8/2026 12:00:00 AM
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A message from Mike: Key risks move into the rearview mirror

Pie Funds' founder and Chief Investment Officer Mike Taylor reports from London on a month where a Middle East ceasefire, a new Fed Chair and the world's biggest ever IPO gave markets plenty to like.
Watch Mike’s video here, or read on for the full story.


Three pieces of good news for investors 

Just as records were being broken for the hottest day on record in parts of Europe, June served up a number of positives for investors closer to home in the markets. 

First, the US and Iran agreed to a 60-day formal ceasefire. As a result, oil prices declined to under US$70 a barrel for Brent Crude - very close to pre-war levels. 

Second, new US Federal Reserve Chair Kevin Warsh held his first meeting and promised to bring inflation back to target in the US. 

Third, the AI boom continued at full pace, with Elon Musk's SpaceX listing on the Nasdaq at close to a US$2 trillion valuation. It's the biggest initial public offering (IPO) in history, and it's made Elon the world's first trillionaire. 

Fund performance 

With oil prices falling and a new Fed Chair promising price stability, markets were relatively upbeat through June. 

Our Property & Infrastructure Fund benefited from this environment, as interest rates fell around the world, lifting valuations for long-term assets. The fund returned 2.9% for the month (after fees, before tax). 

Global equities hit a new high during the month, and our Global Growth Fund and Global Growth 2 Fund also made new highs for our investors.  

Weaker commodity prices were generally a headwind for Australian shares, although most of our Australasian funds still produced solid gains. More broadly, if the Reserve Bank of Australia raises interest rates by less than markets expected just a few weeks ago, this should provide a more supportive backdrop for Australian share markets. 

What's next 

It's great to have some key market risks now in the rearview mirror. Unfortunately, new turbulence is bound to return at some point - that's investing. For now, sit back, relax, and enjoy the relatively calm ride. 

If you have any questions or concerns about your portfolio, our team is here to help. Please don't hesitate to get in touch – our contact details can be found here. 

Thank you for your continued trust.



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 Information is current as at  8 July 2026. Pie Funds Management Limited ("Pie Funds") is the manager and issuer of the funds in the Pie Funds Management Scheme and Pie KiwiSaver Scheme (the “Schemes”), the product disclosure statements of which can be found at www.piefunds.co.nz. Any advice is given by Pie Funds and is general only. Our advice relates only to the specific financial products mentioned and does not account for personal circumstances or financial goals. Please see a financial adviser for tailored advice. You may have to pay product or other fees, like brokerage, if you act on any advice. As manager of the Schemes' investment funds, we receive fees determined by your balance and we benefit financially if you invest in our products. We manage this conflict of interest via an internal compliance framework designed to help us meet our duties to you. For information about how we can help you, our duties and complaint process and how disputes can be resolved, or to see our disclosure statement, please visit www.piefunds.co.nz. Please let us know if you would like a hard copy of this disclosure information. Past performance is not a guarantee of future returns. Returns can be negative as well as positive and returns over different periods may vary. The information is given in good faith and has been derived from sources believed to be reliable and accurate. However, neither Pie Funds nor any of its employees or directors gives any warranty of reliability or accuracy and shall not be liable for errors or omissions herein, or any loss or damage sustained by any person relying on such information, whatever the cause of loss or damage. No person, including the directors of Pie Funds, guarantees the repayment of units in the Schemes or any returns of units in the Schemes. 
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