In this Market Flash, the team at ANZ Investments sets out what this means for financial markets and also provide an update on the Russia-Ukraine situation.

Several equity markets rebounded in March, erasing some of the early 2022 losses. However, it was interest rate markets that took centre stage in March, with bond yields rising to multi-year highs. As we head into April, one focus is bonds and how they react to central bank policy updates and further above-average inflation data. Furthermore, the war in Ukraine continues to garner our attention. Breaking all this down is ANZ Investments’ Month Ahead for April.

It has been an eventful start to 2022, with equity markets falling amid geopolitical unrest in Eastern Europe and the prospect for higher interest rates. To unpack all this, and what it means for your investments, here is a market update from the team at ANZ Investments.

In this issue you can read our regular Investment Update, plus you’ll find a link below to our 2022 Market Outlook, with insights from our economics and investment team on the year ahead.

As we approach 2022, understanding the potential implications of Omicron on global growth, interest rates and company earnings will be key. With this in mind, here’s ANZ Investments’ latest Month Ahead.

The challenges of the COVID-19 pandemic are being felt right across New Zealand communities, so you can also read about how ANZ is supporting many communities meet those challenges. You can also find our ANZ Investments' Month Ahead for November separately here.

September was a weaker month for global financial markets, with equity and bond markets falling. As we head into October there’s a lot on investors’ minds. There’s China’s handling of the Evergrande crisis and how it responds to weaker economic growth, and there’s the prospect of an end to super-cheap money – with New Zealand interest rates also set to move higher. With these key themes to come, here’s ANZ Investments' Month Ahead.

With the Reserve Bank set to raise the Official Cash Rate sooner rather than later, we also provide another update on the rapidly changing situation around inflation. And as always, you can read our latest update on investment markets.

US equity markets continued their good run, with several indices trading to new all-time highs in July and on track to close out the month with gains. Read the full month ahead report from ANZ Private.

Global equities are on track to close out the second quarter on a high note with most indices showing gains for June. As we head into the second half of the year, the focus has well and truly turned to inflation and central bank response to the rising prices. With these key factors in mind, here’s ANZ’s Month Ahead for July.

After a mixed May for equity markets, June is shaping up to be a busy month in financial markets. The European Central Bank and Federal Reserve will meet where policy settings are being debated amid a pickup in inflation. Additionally, it’s a busy month for economic data with some tier one data both local and offshore. With this in mind, here is ANZ’s Month Ahead for June.

New Zealand Finance Minister Grant Robertson recently delivered the 2021 Budget, a balance between fiscal responsibility and addressing several issues that New Zealand face in its postpandemic recovery. Despite the improving global outlook, thanks to the vaccination rollout, Robertson has continued to reiterate that New Zealand is not out of the woods. Against a backdrop of cautious optimism, here are some key takeaways from the 2021 Budget.

April was another positive month for most global equity markets as the strong economic recovery continued. As we look forward to May, corporate earnings continue to roll out, while proposed tax policies in the US will also garner our attention. With these issues – and more – in mind, here’s ANZ’s Month Ahead.

Most equity markets were on track to finish March higher amid growing optimism around global growth. April will see several central banks meet that will set the tone for the month. Now, here’s ANZ’s Month Ahead.

In the wake of a tumultuous 2020, people – and markets – will be looking for a return to a more ‘normal’ environment. In this issue, we look at what the year may have in store for investors, as well as for one of New Zealand’s well-known businesses. We also look at the return of one of New Zealand’s most iconic events.

Equity markets are off to a positive start to 2021, continuing their good post-vaccine rally. As we look ahead to February, the focus will be on stimulus talks and some economic data to gauge the health of the broader economy. With this in mind, here’s ANZ’s month ahead for February.

Now, after the New Zealand Labour Party stormed to a comprehensive victory in October, the political focus turns to the US for the 2020 presidential election. The election will dominate the month, with ensuing policy measures still on the table – most notably related to the pandemic. While the election is front and centre, there is still plenty to keep an eye on this November. And with this in mind, here’s ANZ’s Month Ahead.

It’s become a cliché to talk about 2020 as a year of unprecedented change – but in many areas it may also have ushered in the start of a ‘new normal’. Super-low interest rates, and an accelerated shift to online services in many aspects of our daily lives, are just two aspects that look like they’re here to stay, for the foreseeable future at least. In this issue we look at the implications of some of these trends, as well as our usual review of local and global markets.

In the midst of all this change, however, our focus remains firmly on helping our clients succeed. In this issue we profile one of our clients who has had incredible success on the world stage, and who continues to make a contribution to New Zealand – Sir Bob Charles.