Market & Portfolio Update - September 2022

17 October 2022 by Lifetime in Market Update

Market & Portfolio Update - September 2022

September was another volatile month for global financial markets, as central banks reiterated how far they are willing to go to get inflation back to long-term target levels. For example, in the US, this caused interest rates on bonds to rise by around 0.70%, weighing on the returns of bond investments. Share markets were also volatile, as investors came to grips with higher interest rates and slowing economic growth.

While volatility like this can be unnerving for investors, financial markets experience these kinds of events from time to time.

The New Zealand dollar tends to fall during periods when financial markets are volatile, supporting the value of unhedged overseas investments. This is exactly what has happened this time, with the falling New Zealand dollar resulting in unhedged global share investments performing 15% better over the past 12 months than if the foreign currency was hedged or locked in.

preview image - Staying Cyber Smart

Staying Cyber Smart

At Lifetime, looking after your financial wellbeing includes helping you stay safe online. Lately, we’ve seen an increase in online scam attempts across the financial sector here in New Zealand, so we thought this was a good time to share a few friendly reminders on how you can stay protected.

30 April 2025 by Tim Bakkenes
preview image - Lifetime Book Club: The Behaviour Gap by Carl Richards

Lifetime Book Club: The Behaviour Gap by Carl Richards

Welcome back to the Lifetime Book Club, this month, we’re taking a closer look at the emotional side of investing with The Behaviour Gap by Carl Richards. It’s a smart, simple, and refreshingly honest book about the biggest threat to your financial success - you.

30 April 2025 by Lifetime