Slice of Pie Newsletter


In the Media


Investor Updates


KiwiSaver

A Message from Mike: 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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A Message from Mike: Have interest rates peaked? : Mike Taylor
Founder and Chief Investment Officer Mike Taylor covers the August markets.
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Market Watch: Trump unleashes the Wall St bull : Mike Taylor
Regardless of what President-elect Donald Trump plans to do with the economy, US markets were in celebration mode this week, surging to new records – and probably lifting local KiwiSaver accounts with them.
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Market Watch: ‘Melt-up’ - what’s behind the record breaking stock surge : Mike Taylor
With fair winds from Federal Reserve rate cuts and China’s new stimulus package the global markets have been experiencing a “melt-up”, says Pie Funds' Chief Investment Officer Mike Taylor.
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Market Watch: The ‘September effect’, heading into Wall Street’s ‘crash zone’ : Mike Taylor
When it comes to Wall Street meltdowns, September and October seem to have an outsized place in the popular imagination.
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Market Watch: The Kamala effect and what investors should expect from the next US President : Mike Taylor
The past month has seen a seismic shift in the US political landscape. We’ve seen an assassination attempt on the leading presidential candidate and then a greatly revived Democratic Party with the departure of incumbent Joe Biden.
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Market Watch: Investors wary of political turmoil as tech boom rolls on : Mike Taylor
On the eve of British elections expected to deliver the first Labour government in 15 years, and between French elections that look set to deliver a strong result for hard-right party National Rally, Pie Funds Chief Investment Officer Mike Taylor looks at the state of markets in the Northern Hemisphere.
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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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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. 
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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.
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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.
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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 : 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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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.
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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 : 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
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. 
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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?
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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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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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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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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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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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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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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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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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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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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.
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