Podcasts · Business

On Point

Craigs Investment Partners

300 episodes

Stay on point with Craigs. Keep up to date with the latest developments in financial markets and the economy.

More about the show

Investing involves risks. You aren’t guaranteed to make money and you might lose the money you started with. Any information provided is general, current at the time and not financial advice. It doesn’t take into account your particular financial situation. We don't accept liability for results of actions taken or not taken based on information provided. Before making any investment decision we recommend you seek professional assistance from an investment adviser. Visit craigsip.com.

Episodes page 1 of 6

  1. ep 407 | Do you know what your investments are really earning?

    · 7:39

    It’s not just policymakers, consumers and prospective political leaders who should pay close attention to inflation. Investors also need to be very mindful of how it can impact their holdings and erode their returns.…

  2. ep 406 | The week ahead - A big earnings dump and an OCR decision

    · 16 min

    It's a big week ahead, with the Reserve Bank expected to hike the OCR again, as well as monetary policy decisions in the US, Europe and Japan. Earnings will also be in focus, with close to 180 S&P 500 companies due to…

  3. ep 405 | What if "buy the dip" stops working?

    · 8:11

    We’ve seen a bit of a wobble across financial markets this last week or two. For many investors, the response to any setback has become almost automatic. You buy the dip. But what happens if that strategy stops working?

  4. ep 404 | The week ahead - Can markets shake off this volatility, or is there more to come?

    · 19 min

    It was a mixed week for global markets, as investors became increasingly concerned about rising oil prices and worries that tech companies were borrowing too much for the AI buildout. US crude rose another 10%…

  5. ep 403 | As markets hit the home stretch, what can investors expect?

    · 10 min

    It’s been a strong year so far, with most sharemarkets performing well despite some volatility along the way. With just a few months to go, markets have plenty to contend with. We’ve got the stalemate in the Middle…

  6. ep 402 | The week ahead - Another cracking earnings season expected

    · 12 min

    The global reporting season ramps up this week, and it’s expected to be another very strong one. We'll hear from Bank of America, Citigroup, Goldman Sachs, JPMorgan and Wells Fargo, all on Tuesday. Other companies to…

  7. ep 401 | What’s going down with the NZ dollar?

    · 10 min

    In recent weeks and months, the NZ dollar has weakenedagainst many of our trading partners. It’s doing exactly what you’d expect it to against a shifting economic backdrop and widening interest rate differentials…

  8. ep 400 | The week ahead - Treasury set to unveil the PREFU

    · 12 min

    With the election just weeks away, Treasury will release the Pre-election Economic and Fiscal Update (PREFU) on Tuesday and we'll get a fresh look at the state of our collective finances. Internationally, it will be a…

  9. ep 399 | What does a Fed hiking cycle mean for markets?

    · 8:29

    The US Federal Reserve, the world’s most influentialcentral bank, has increased interest rates for the first time since 2023. With more likely to be on the way, this looks to be the beginning of another interest rate…

  10. ep 398 | The week ahead - NZ dollar slumps to a 15-year low

    · 12 min

    Global flash purchasing managers' indices (PMIs) will be the highlight of the coming week, as we monitor how the global economy will enter the final quarter of the year. On the political front, investors will be…

  11. ep 397 | Are bonds back to the old normal?

    · 11 min

    Global bond yields have kept on rising, as investors fret over higher government debt levels, rising oil prices and competition from debt issuance to fund AI infrastructure. What do investors need to know, are bonds…

  12. ep 396 | The week ahead - Have oil and inflation forced the Fed's hand?

    · 12 min

    Global financial markets had a rough week, with an escalating situation in the Middle East pushing oil prices back over $100 and rising bond yields continuing to pressure asset prices. This week's main event will be…

  13. ep 395 | The week ahead - The report that could determine the Fed's next move

    · 16 min

    After a much stronger than expected US jobs report last week, investors will be laser focused on the August CPI report this week. This is the last major inflation reading ahead of the Federal Reserve's monetary policy…

  14. ep 394 | Value, growth, or a bit of both?

    · 12 min

    We investment types love putting things into categories or themes, and shares are no exception. Two of the most common labels are “growth” and “value”, which are terms investors have used for decades to describe…

  15. ep 393 | The week ahead - Another OCR hike on the cards?

    · 14 min

    The key event on the domestic calendar will be the latest Official Cash Rate (OCR) decision from the Reserve Bank of New Zealand. Another 0.25% hike is widely expected, which would take the OCR to 2.75%. This will also…

  16. ep 392 | What does a tight election race mean for markets?

    · 8:09

    There’s just ten weeks until the New Zealand election, and things are getting interesting. The rise of the Opportunity Party in the polls has added another layer of uncertainty to the range of potential outcomes. So…

  17. ep 391 | The week ahead - Rising bond yields rattle global markets

    · 13 min

    It was a highly eventful week across financial markets, with equity markets mixed and long bond yields rising further. The S&P 500 index broke a three-week winning streak while the local NZX 50 posted its third…

  18. ep 390 | Are sharemarket valuations too high?

    · 6:51

    There’s lots of nervousness about sharemarket valuationsat the moment. That’s understandable, especially regarding the US market which has more than tripled in value since the end of 2018. How should investors be…

  19. ep 389 | The week ahead - Local earnings deluge incoming

    · 12 min

    We'll get a raft of local releases this week, with Selected Price Indexes and the Performance of Services Index for July due Monday, before the results of a dairy auction on Wednesday. However, the main event will be…

  20. ep 388 | What should we expect this earnings season?

    · 10 min

    The local earnings season is upon us, with a plethora of listed companies due to announce results this month. This will offer some valuable insights into the state of corporate New Zealand and the broader economy,…

  21. ep 387 | The week ahead - Will US inflation fall enough for the Fed?

    · 11 min

    The economic highlight of the week will be the CPI inflation report in the US, which covers the month of July and is out on Wednesday. This release takes on greater importance after the soft jobs report, which saw…

  22. ep 386 | Spotlight on the US equity market

    · 25 min

    There's a lot going on in the US at the moment, from monetary policy and midterms, to earnings releases and market leadership rotations. We spoke to a US equities expert at JPMorgan Asset Management to answer some of…

  23. ep 385 | Big market moves under the hood

    · 5:18

    If you’ve only glanced at the S&P 500 index in the US these past few months, you might conclude it’s been a relatively quiet period. The market is up around 11 per cent this year, just slightly below its all-time high.…

  24. ep 384 | The week ahead - Earnings roll on as markets endure massive volatility

    · 16 min

    It’ll be another busy week of corporate earnings releases too, with close to 140 more S&P 500 companies scheduled to report. A wide range of sectors will be represented, with some of the highlights likely to be…

  25. ep 383 | The OCR is headed higher, but is the economy?

    · 11 min

    The dust has settled on the Reserve Bank’s July hike in the Official Cash Rate, the first in three years. There’s been plenty of debate about whether that was the right move or not, but developments since then (like…

  26. ep 382 | The week ahead - Oil prices surge ahead of the Fed meeting

    · 16 min

    A busy week looms, with monetary policy decisions due in the US, UK and Japan. Corporate earnings releases will also be closely watched, with some 180 S&P 500 companies scheduled to report. Tech will be very much in…

  27. ep 381 | How the '87 crash shaped a generation

    · 10 min

    The sharemarket crash of 1987 was a major global event, but it hit New Zealand harder than other countries. Our sharemarket fell much more than the likes of the US, UK and Japan, while the recovery took much longer.…

  28. ep 380 | The week ahead - Will strong earnings put markets in a better mood?

    · 15 min

    A cooler US inflation reading and strong bank earnings releases weren't enough to offset the nervousness, for which there have been several catalysts. US crude oil prices are up, while hawkish comments from Fed…

  29. ep 379 | Is America just built different?

    · 7:24

    America has dominated the global economy for decades despite repeated predictions its best days are behind it. Is the strength of the United States due to its geographical advantages, entrepreneurial spirit or…

  30. ep 378 | The week ahead - It's OCR week! Will the RBNZ hike or hold?

    · 13 min

    It'll be a holiday-shortened week here in New Zealand, with markets closed for the Matariki holiday on Friday. The clear highlight will be the Reserve Bank of New Zealand (RBNZ) decision on Wednesday, which is shaping…

  31. ep 377 | How is the second half of 2026 shaping up?

    · 11 min

    The first six months of the calendar year were volatile, punctuated by the conflict in Iran. Despite that, markets have performed very well. What might the second half bring, and does the recent retrenchment in oil…

  32. ep 376 | The week ahead - Oil prices crash as the Strait of Hormuz reopens

    · 13 min

    Oil prices fell 10% on the back of hopes for a sustained resolution in the Middle East grew. That saw US crude finish the week just below US$70, almost 40% below last month’s peak and the lowest since late February.…

  33. ep 375 | Deals and dots mean changes for central banks

    · 6:54

    A few different balls are up in the air across the central banking world, and change is afoot. Recent declines in oil prices have seen the odds of OCR hikes change, while the Federal Reserve in the US has entered a new…

  34. ep 374 | Should we worry about rising government debt?

    · 7:32

    Investors often ask us how worried they should be about rising government debt. It’s a very fair question, and Budget 2026 showed that New Zealand’s books remain under pressure. If you or I live beyond our means,…

  35. ep 373 | The week ahead - The Kevin Warsh era begins at the Fed

    · 14 min

    Central banks will be in focus this week, with the Federal Reserve's latest monetary policy decision the highlight on Thursday morning (NZ time). As well as being Kevin Warsh's inaugural meeting as Chair, we'll also…

  36. ep 372 | The SpaceX IPO is bigger than you think

    · 6:39

    SpaceX is about to become one of the largest listed companies in the world, with an estimated valuation of almost US$1.8 trillion. Whether this valuation is justified is an area of intense debate right now. Some see an…

  37. ep 371 | The week ahead - Tech stocks stumble as SpaceX prepares to debut

    · 14 min

    It was a challenging end to the week on Wall Street, with the growth-heavy Nasdaq index falling 4.2% on Friday, its biggest daily decline since April last year. The S&P 500 index in the US fell 2.6% for the week,…

  38. ep 370 | Don't let your home bias be your downfall

    · 8:27

    Wherever you go in the world, it’s very common for investors to have a home bias. People tend to anchor their portfolio with what they know, which is the local market. Kiwis will often have a healthy exposure to New…

  39. ep 369 | The week ahead - Markets keep marching higher in May

    · 14 min

    US shares had another great month with the S&P 500 index rising 5.1% in May. However, only three out of 11 sectors were up for the month, with a 15.9% gain from the dominant tech sector driving the overall market up.…

  40. ep 368 | Why inflation expectations are so important right now

    · 7:44

    We’ve seen a lot of economic releases over the last several weeks, but the most important of all were probably the two that covered inflation expectations. It might sound odd that what people think might happen trumps…

  41. ep 367 | The week ahead - Will the RBNZ hike or hold the OCR?

    · 16 min

    A massive week looms here in New Zealand. The RBNZ will deliver its latest policy decision on Wednesday and while there is only an outside chance of an OCR hike, markets expect the RBNZ to lay the groundwork for moves…

  42. ep 366 | The sharemarket that’s been crushing the US

    · 6:20

    The US sharemarket has had a great run of late, rebounding strong from the March lows and hitting fresh highs. The S&P 500 is now up more than eight per cent in 2026 (including dividends), and we're only a third of the…

  43. ep 365 | What might OCR hikes mean for markets?

    · 7:55

    The Reserve Bank meets later this month, and there’s an outside chance the Official Cash Rate (OCR) will rise by 0.25%. If there’s no move this week, the focus will shift to the July meeting, where markets see an…

  44. ep 364 | The week ahead - Trump and Xi to meet against a volatile backdrop

    · 15 min

    A highlight of the week will be the meeting between US President Donald Trump and Chinese President Xi Jinping in Beijing, scheduled for May 14-15. This will be the first since Trump returned to office last January,…

  45. ep 363 | What’s the Consumers Price Index anyway?

    · 9:03

    Inflation is always a hot topic in financial markets, and it’ll be even more prominent as fuel prices push it higher over the next quarter or two. There’s a healthy cynicism about our official inflation figures, and…

  46. ep 362 | The week ahead - Is our unemployment rate headed higher?

    · 16 min

    In the coming week, the economic highlight will be the April jobs report in the US. On the central banking front, the Reserve Bank of Australia (RBA) will be in the spotlight on Tuesday afternoon. Here in Aotearoa, the…

  47. ep 361 | Why is the US sharemarket so strong?

    · 4:43

    The S&P 500 index in the US has increased for four consecutive weeks, rebounding strongly from the weakness in March. That leaves it up 13 per cent from the recent lows, and almost three per cent above its pre-conflict…

  48. ep 360 | The week ahead - Will Big Tech earnings push the market higher?

    · 16 min

    Some 180 S&P 500 companies are due to report this week, representing 44% of the S&P 500 by market cap. Half of that (so about 22%) comes on Wednesday, which will be a very busy day for corporate earnings releases.…

  49. ep 359 | Could 1970s-style stagflation happen again today?

    · 8:27

    Stagflation has been in the headlines in recent weeks, as the oil price shock threatens to push inflation back up while taking a big chunk out of economic activity at the same time. The term is used to describe the…

  50. ep 358 | The week ahead - US shares surge to new highs, but will they stay there?

    · 15 min

    The S&P 500 index in the US surged another 4.5% last week to close at fresh highs, after some positive developments in the Middle East. After being down 9.1% from its January peak in late March, the S&P 500 has…

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