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2024

Market Update June 2024

Sam de Court
Wealth Adviser

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Slice of Pie Newsletter

In the Media

Market Watch: Why your KiwiSaver is looking so healthy... and could a Donald Trump win sink it?
1/31/2024 11:00:00 PM
Market Watch: Why your KiwiSaver is looking so healthy... and could a Donald Trump win sink it? | Mike Taylor
For those who’ve been more interested in the surf report than the market report for the past month, the good news is that Wall Street has been on a roll.
Find out more
Market Watch: What to expect in 2024 - and what we picked right and wrong in 2023
1/9/2024 11:00:00 PM
Market Watch: What to expect in 2024 - and what we picked right and wrong in 2023
Despite being sluggish and dipping into contraction in the third quarter we have technically avoided a recession - based on two successive quarters of contraction.
Find out more
Market Watch: Tesla, Nvidia, the stars leading Wall Street’s recovery, and why NZ is lagging.
11/29/2023 11:00:00 PM
Market Watch: Tesla, Nvidia, the stars leading Wall Street’s recovery, and why NZ is lagging.
With interest rates riding high, is it time for investors to reduce risk and head for cash?
Find out more
Market Watch: 1000 day bear market - surviving ‘the great malaise’
11/8/2023 11:00:00 PM
Market Watch: 1000 day bear market - surviving ‘the great malaise’
Call it Groundhog day, death by 1000 cuts or “the Great Malaise”, it feels like investors are caught in a feedback loop endlessly waiting for the call that interest rates have peaked.
Find out more

Investor Updates

March Global Market Update
3/24/2024 11:00:00 PM
March Global Market Update | Mike Taylor
Our funds are up strongly of late because we’re in a bull market and we’ve made some good stock picks to capture this. So what is the outlook for the rest of the year? Watch the latest on what's been happening across the globe from our teams in NZ, Australia and UK. 
Find out more
Market Update November 2023
11/15/2023 11:00:00 PM
Market Update November 2023 | Guy Thornewill
Guy Thornewill discusses how higher interest rates are affecting company profits, explores opportunities in emerging global markets, and discusses manufacturing renaissance in the US.
Find out more
Market Update November 2023
11/15/2023 11:00:00 PM
Market Update November 2023 | Mike Taylor
Mike Taylor delves into global inflation, interest rates, examines the impact of Middle East conflicts on oil prices, and introduces the new upcoming products at Pie that we've been working on behind the scenes.
Find out more
Market Update November 2023
11/15/2023 11:00:00 PM
Market Update November 2023 | Toby Woods
Toby Woods explores market opportunities in Scandinavia, analyses the economic growth in France and explains the importance of innovation for investment decisions. 
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Market Update November 2023
11/15/2023 11:00:00 PM
Market Update November 2023 | Michelle Lopez
Michelle Lopez explores the influence of consumer strength and earnings expectations on the share market, delves into opportunities within micro caps, and outlines our approach to managing risk through diversified sector exposure.
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KiwiSaver

1/30/2024 11:00:00 PM
Three Outlook Scenarios : Mike Taylor
Founder and Chief Investment Officer Mike Taylor covers the January markets.
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12/30/2023 11:00:00 PM
A Message from Mike: Our predictions for 2024 : Mike Taylor
Founder and Chief Investment Officer Mike Taylor covers the December markets.
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11/29/2023 11:00:00 PM
A Turning Point in Interest Rates : Mike Taylor
Welcome to our KiwiSaver members and your first newsletter under the Pie banner. In November, global markets posted a strong recovery, which is a welcome change to the tone for most of the year.
Founder and Chief Investment Officer Mike Taylor looks ahead after October's Geopolitical risks and higher interest rates.
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10/30/2023 11:00:00 PM
A Message from Mike: Have interest rates peaked? : Mike Taylor
Founder and Chief Investment Officer Mike Taylor covers the August markets.
Find out more
1/31/2024 11:00:00 PM
Market Watch: Why your KiwiSaver is looking so healthy... and could a Donald Trump win sink it? : Mike Taylor
For those who’ve been more interested in the surf report than the market report for the past month, the good news is that Wall Street has been on a roll.
Find out more
1/9/2024 11:00:00 PM
Market Watch: What to expect in 2024 - and what we picked right and wrong in 2023
Despite being sluggish and dipping into contraction in the third quarter we have technically avoided a recession - based on two successive quarters of contraction.
Find out more
11/29/2023 11:00:00 PM
Market Watch: Tesla, Nvidia, the stars leading Wall Street’s recovery, and why NZ is lagging.
With interest rates riding high, is it time for investors to reduce risk and head for cash?
Find out more
11/8/2023 11:00:00 PM
Market Watch: 1000 day bear market - surviving ‘the great malaise’
Call it Groundhog day, death by 1000 cuts or “the Great Malaise”, it feels like investors are caught in a feedback loop endlessly waiting for the call that interest rates have peaked.
Find out more
11/8/2023 11:00:00 PM
Market Watch: 1000 day bear market - surviving ‘the great malaise’
Call it Groundhog day, death by 1000 cuts or “the Great Malaise”, it feels like investors are caught in a feedback loop endlessly waiting for the call that interest rates have peaked.
Find out more
11/15/2023 11:00:00 PM
Market Update November 2023 : Mike Taylor
Mike Taylor delves into global inflation, interest rates, examines the impact of Middle East conflicts on oil prices, and introduces the new upcoming products at Pie that we've been working on behind the scenes.
Find out more
11/15/2023 11:00:00 PM
Market Update November 2023 : Guy Thornewill
Guy Thornewill discusses how higher interest rates are affecting company profits, explores opportunities in emerging global markets, and discusses manufacturing renaissance in the US.
Find out more
3/24/2024 11:00:00 PM
March Global Market Update : Mike Taylor
Our funds are up strongly of late because we’re in a bull market and we’ve made some good stock picks to capture this. So what is the outlook for the rest of the year? Watch the latest on what's been happening across the globe from our teams in NZ, Australia and UK. 
Find out more
4/3/2024 11:00:00 PM
Market Watch: Is Bitcoin back for good? : Mike Taylor
The surprising stat that points to a Wall Street boom... and is Bitcoin back for good?
Find out more
4/11/2024 12:00:00 AM
A Message from Mike: Infrastructure for Growth : Mike Taylor
Founder and Chief Investment Officer Mike Taylor puts forward the case for significant investment in New Zealand's infrastructure to address New Zealand current economic environment for the long term.
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4/24/2024 12:00:00 AM
KiwiSaver Government Contributions Add Up
When it comes to planning for retirement, KiwiSaver is one of the best tools to ensure you are prepared.
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4/18/2024 12:00:00 AM
Market Update April 2024 : Mike Ross
With Mike Ross we talk about increased takeover activity in Australia and what is driving this. We also talk about one of our largest Australian holdings, MMA Offshore, which is in the process of being taken over.
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5/10/2024 12:00:00 AM
A Message from Mike: A Closer Look at Australia's Resilience : Mike Taylor
Founder and Chief Investment Officer Mike Taylor explores how April's market dynamics, from global tensions to promising tech earnings, are shaping investment opportunities.
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5/8/2024 12:00:00 AM
Market Watch: Gold Rush - Why investors are buying gold this year : Mike Taylor
Why gold hit an all-time high this year... and can it keep rising?
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5/17/2024 12:00:00 AM
Market Update May 2024 : Toby Woods
With Toby Woods, we discuss current market trends, the strength of May markets, and insights from a recent research trip to Switzerland.
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5/21/2024 12:00:00 AM
Local but Global: Pie Funds' Unique Investment Approach : Mike Taylor
At Pie Funds, we understand the importance of local knowledge and the role people play in driving performance, which is why we have investment teams based in offices in Auckland, Sydney, London, and Hawke’s Bay.
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5/30/2024 12:00:00 AM
Market Watch: Global demand for electricity soars with rise of AI and EVs - who will pay? : Mike Taylor
Electric power consumption is expected to soar in the next few years. What will increased demand mean for share market investors?
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6/10/2024 12:00:00 AM
A Message from Mike: Power Crisis : Mike Taylor
Founder and Chief Investment Officer Mike Taylor explores reflects on the power crisis, a concern for us all as winter arrives.
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6/19/2024 12:00:00 AM
Market Update June 2024 : Sam de Court
Join me in the latest market update video featuring Travis Murdoch, our Head of Fixed Income, and Michelle Lopez from Sydney, our Head of Australasian Equities.
Find out more