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2025

A Message from Mike: A Masterclass in Market Mayhem

Mike Taylor
Founder and Chief Investment Officer (NZ)

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Slice of Pie Newsletter

A Message from Mike: Investment Insights from the UK & Europe
8 July 2024
A Message from Mike: Investment Insights from the UK & Europe
Founder and Chief Investment Officer Mike Taylor shares his perspective over the month of June, from over in the UK.
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A Message from Mike: Power Crisis
10 June 2024
A Message from Mike: Power Crisis
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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A Message from Mike: A Closer Look at Australia's Resilience
10 May 2024
A Message from Mike: A Closer Look at Australia's Resilience
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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In the Media

Market Watch: The Kamala effect and what investors should expect from the next US President
5 August 2024
Market Watch: The Kamala effect and what investors should expect from the next US President
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
2 July 2024
Market Watch: Investors wary of political turmoil as tech boom rolls on
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 Watch: Global demand for electricity soars with rise of AI and EVs - who will pay?
30 May 2024
Market Watch: Global demand for electricity soars with rise of AI and EVs - who will pay?
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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Investor Updates

Market Update November 2024
27 November 2024
Market Update November 2024
In our latest issue, Guy Thornewill (Head of Global Research), Toby Woods (Senior Investment Analysist for Global and UK & Europe Funds), Michelle Lopez (Head of Australasian Equities) and I have filmed our Investor Update presentations for you.
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Kia Ora Magazine: Toward retirement and beyond
1 November 2024
Kia Ora Magazine: Toward retirement and beyond
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 Update October 2024
21 October 2024
Market Update October 2024
In our latest video, Sam de Court (Wealth Advisor) and I are joined by Quinn Pierson (Investment Analyst, AU).
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