On Point

By Craigs Investment Partners

Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.


Category: Investing

Open in Apple Podcasts


Open RSS feed


Open Website


Rate for this podcast

Subscribers: 10
Reviews: 0
Episodes: 320

Description

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

Episode Date
ep 323 | Wrapping up 2025, and looking ahead to next year
Dec 08, 2025
ep 322 | The week ahead - Will we get a Fed rate cut to finish the year?
Dec 06, 2025
ep 321 | Are investors facing lower returns in the years ahead?
Dec 02, 2025
ep 320 | The week ahead - Is that the end of the OCR cuts?
Nov 29, 2025
ep 319 | Why investors should embrace a market sell-off
Nov 24, 2025
ep 318 | The week ahead - Will this week's OCR cut be the last?
Nov 22, 2025
ep 317 | The local sharemarket just hit a record high, or did it?
Nov 17, 2025
ep 316 | The week ahead - Will the NVIDIA earnings release settle the AI boom or bubble debate?
Nov 15, 2025
ep 315 | The week ahead - The kiwi dollar sinks further
Nov 08, 2025
ep 314 | Could Labour’s CGT policy be a winner?
Nov 04, 2025
ep 313 | The week ahead - Is unemployment set to rise again?
Nov 01, 2025
ep 312 | How can savers deal with declining deposit rates?
Oct 27, 2025
ep 311 | Are credit concerns a canary in the coalmine?
Oct 22, 2025
ep 310 | The week ahead - Inflation is headed up again, should we be worried?
Oct 19, 2025
ep 309 | What does a weaker currency mean for the economy?
Oct 14, 2025
ep 308 | The week ahead - Trump threatens China with new tariffs
Oct 11, 2025
ep 307 | Are US stocks in a bubble?
Oct 07, 2025
ep 306 | The week ahead - Will the RBNZ cut by 25 or 50?
Oct 04, 2025
ep 305 | What might the final quarter of 2025 bring?
Sep 28, 2025
ep 304 | Has your home bias left money on the table?
Sep 23, 2025
ep 303 | The week ahead - Soft GDP puts a 50-basis point OCR cut on the table
Sep 20, 2025
ep 302 | The asset outperforming everything else in 2025
Sep 16, 2025
ep 301 | The week ahead - Are we due for the first Fed rate cut of 2025?
Sep 13, 2025
ep 300 | Why are markets upbeat amidst such grim data?
Sep 09, 2025
ep 299 | The week ahead - Did a weak jobs report just lock in a Fed rate cut later this month?
Sep 06, 2025
ep 298 | New Zealand's economic recovery is delayed, not cancelled
Sep 02, 2025
ep 297 | The week ahead - Are Trump's tariffs illegal?
Aug 30, 2025
ep 296 | What happens when mega-caps bend the benchmarks?
Aug 26, 2025
ep 295 | The week ahead - A deluge of domestic earnings, plus NVIDIA in the US!
Aug 23, 2025
ep 294 | The bull market is back on, but does it deserve to be?
Aug 19, 2025
ep 293 | The week ahead - An OCR cut is likely on Wednesday, but where to after that?
Aug 16, 2025
ep 292 | Will the reporting season point to better days ahead?
Aug 12, 2025
ep 291 | The week ahead - Can Trump broker a deal with Putin?
Aug 09, 2025
ep 290 | Why lower inflation doesn't mean lower prices
Aug 05, 2025
ep 289 | The week ahead - Is unemployment about to hit an eight-year high?
Aug 02, 2025
ep 288 | Should I pay off the mortgage faster, or invest?
Jul 29, 2025
ep 287 | The week ahead - Trade talks, jobs, the Fed and more Mag7 earnings - it's all on!
Jul 26, 2025
ep 286 | Where’s the long-awaited housing market recovery?
Jul 22, 2025
ep 285 | The week ahead - Brace yourself for a hotter CPI report here in NZ
Jul 19, 2025
ep 284 | This is almost as good as it gets for borrowers
Jul 15, 2025
ep 283 | The week ahead - Global earnings deluge incoming!
Jul 12, 2025
ep 282 | The overnight success of AI
Jul 08, 2025
ep 281 | The week ahead - The RBNZ should cut this week, but will it?
Jul 05, 2025
ep 280 | The myth of missing the ten best days
Jul 03, 2025
ep 279 | Forget about "average" sharemarket returns, because you'll hardly ever see them!
Jun 29, 2025
ep 278 | Second half outlook - what’s the market mood at the moment?
Jun 24, 2025
ep 277 | The week ahead - After a solid GDP report, is the OCR already at the bottom?
Jun 22, 2025
ep 276 | What is stagflation and should it worry investors?
Jun 16, 2025
ep 275 | The week ahead - Middle East tension rattles investors
Jun 16, 2025
ep 274 | How much faith should we put in analyst recommendations?
Jun 10, 2025
ep 273 | The week ahead - Will US inflation figures show signs of tariff-induced higher prices?
Jun 07, 2025
ep 272 | How do the world’s wealthiest families invest, and what can we learn from them?
Jun 03, 2025
ep 271 | The week ahead - US shares post biggest monthly gain in 18 months
May 31, 2025
ep 270 | Greenback gloom
May 26, 2025
ep 269 | The week ahead - Another OCR cut looms, but will this be the last?
May 24, 2025
ep 268 | Drawdown déjà vu
May 20, 2025
ep 267 | The week ahead - Shares surge while the Budget looms
May 17, 2025
ep 266 | Has the tariff truce turned the tide?
May 12, 2025
ep 265 | The week ahead - NZX 50 on track for its best month in five years
May 10, 2025
ep 264 | If there's a US recession, which stocks will hold up best?
May 04, 2025
ep 263 | Why Jerome Powell will be quietly fuming at President Trump
Apr 29, 2025
ep 262 | The week ahead - Jobs report a key test for markets
Apr 27, 2025
ep 261 | A sell-off survival guide
Apr 15, 2025
ep 260 | The week ahead - Investors ditch US assets amidst tariff uncertainty
Apr 12, 2025
ep 259 | Deciphering a week of dramatic market moves
Apr 08, 2025
ep 258 | The week ahead - An OCR cut looms against a very volatile backdrop
Apr 05, 2025
ep 257 | With Q1 behind us, what's in store for the next three months?
Apr 01, 2025
ep 256 | The week ahead - Markets on edge as US tariffs loom in April
Mar 29, 2025
ep 255 | What’s with the mixed messages from our economy?
Mar 25, 2025
ep 254 | The week ahead - Flash PMIs will take the pulse of global growth
Mar 22, 2025
ep 253 | The week ahead - Will the GDP report reflect a recovering NZ economy?
Mar 15, 2025
ep 252 | It's officially a correction, so where to from here?
Mar 13, 2025
ep 251 | The market leading the charge as the US falters
Mar 10, 2025
ep 250 | The week ahead - Tariffs to kick in and Trudeau set to be replaced
Mar 08, 2025
ep 249 | The myth of missing the ten best days
Mar 03, 2025
ep 248 | Is it time to dump the deposits?
Feb 25, 2025
ep 247 | The week ahead - German election, a raft of local results and NVIDIA earnings
Feb 22, 2025
ep 246 | Should we let Trump put us off investing?
Feb 18, 2025
ep 245 | The week ahead - Another bumper OCR cut, and maybe the RBA's first move?
Feb 16, 2025
ep 244 | Will we see some green shoots this earnings season?
Feb 11, 2025
ep 243 | The week ahead - US inflation, Jerome Powell and (sigh) more tariff talk!
Feb 08, 2025
ep 242 | Where's the New Zealand economy at right now?
Feb 06, 2025
ep 241 | Filling the void with fixed income
Feb 04, 2025
ep 240 | The week ahead - Tariff tensions to keep markets on edge
Feb 01, 2025
ep 239 | Why most S&P 500 targets for 2025 are likely to be wrong
Jan 28, 2025
ep 238 | The week ahead | Mag7 earnings incoming!
Jan 25, 2025
ep 237 | Is the Fed set to pause next week?
Jan 20, 2025
ep 236 | The biggest investment lesson of 2024
Jan 15, 2025
ep 235 | Summer encore - What's the better investment, shares or property?
Jan 12, 2025
ep 234 | Summer encore - There's more to mortgage rates than the OCR
Jan 08, 2025
ep 233 | Summer encore - Six predictions for 2025
Jan 01, 2025
ep 232 | Summer encore - Shares are more predictable than you think
Dec 27, 2024
ep 231 | Summer encore - Do we need a capital gains tax in New Zealand?
Dec 22, 2024
ep 230 | Is a Kiwibank IPO on the cards, and would it be a good thing?
Dec 16, 2024
ep 229 | The week ahead - GDP figures are due, so are we still in recession?
Dec 14, 2024
ep 228 | Six predictions for 2025
Dec 10, 2024
ep 227 | The week ahead - US inflation in the spotlight ahead of next week's Fed meeting
Dec 07, 2024
ep 226 | Stumbling Spark's string of missteps
Dec 03, 2024
ep 225 | The week ahead - a crucial US jobs report in focus
Nov 30, 2024
ep 224 | Will we get a "Santa rally" in 2024?
Nov 26, 2024
ep 223 | The week ahead - it’s RBNZ week, but will it cut by 25, 50 or 75?
Nov 23, 2024
ep 222 | There's more to mortgage rates than the OCR
Nov 19, 2024
ep 221 | The week ahead - Global growth indicators and NVIDIA earnings in focus
Nov 16, 2024
ep 220 | A showdown is looming between Trump and the Fed
Nov 12, 2024
ep 219 | The week ahead - can the Trump trade keep pushing markets higher?
Nov 09, 2024
ep 218 | Shares are more predictable than you think
Nov 05, 2024
ep 217 | The week ahead - brace yourself for the biggest week of the year!
Nov 02, 2024
ep 216 | Are you prepared for a Trump victory?
Oct 29, 2024
ep 215 | The week ahead - five of the Mag-7 set to report earnings!
Oct 26, 2024
ep 214 | What’s the better investment, shares or property?
Oct 22, 2024
ep 213 | The week ahead - the global earnings season ramps up
Oct 19, 2024
ep 212 | Has the local sharemarket turned a corner?
Oct 15, 2024
ep 211 | The week ahead - will the inflation report open the door for another big OCR cut?
Oct 12, 2024
ep 210 | October encore - The case for gold
Oct 09, 2024
ep 209 | October encore - Farmers make great investors, here's why
Oct 06, 2024
ep 208 | October encore - Pessimists sound smart, optimists make money
Oct 03, 2024
ep 207 | The strong NZ dollar - what’s driven the rebound?
Sep 30, 2024
ep 206 | The week ahead - will confidence bounce in the QSBO?
Sep 28, 2024
ep 205 | Don't fight the Fed?
Sep 24, 2024
ep 204 | The week ahead - retail earnings in focus on the NZX
Sep 21, 2024
ep 203 | Is now a good time to buy a house?
Sep 17, 2024
ep 202 | The week ahead - a US rate cut looms, but will the Fed go big?
Sep 14, 2024
ep 201 | Do we need a capital gains tax in New Zealand?
Sep 10, 2024
ep 200 | The week ahead - it's debate time again, but with Trump vs Harris
Sep 07, 2024
ep 199 | Will mortgage rates fall as much as you're hoping?
Sep 03, 2024
ep 198 | The week ahead - will the US jobs report boost soft landing hopes?
Aug 31, 2024
ep 197 | All that glitters...
Aug 27, 2024
ep 196 | The week ahead - business confidence, PCE inflation and NVIDIA
Aug 24, 2024
ep 195 | How do markets usually perform after rate cuts?
Aug 20, 2024
ep 194 | The week ahead - let the earnings landslide begin!
Aug 17, 2024
ep 193 | Will the reporting season give any cause for cheer?
Aug 13, 2024
ep 192 | The week ahead - will the RBNZ cut the OCR this week?
Aug 10, 2024
ep 191 | What's driving the market volatility, and will it continue?
Aug 06, 2024
ep 190 | Did the Fed just make a policy mistake?
Aug 05, 2024
ep 189 | The week ahead - how much will unemployment rise this week?
Aug 03, 2024
ep 188 | Money Month - three simple rules for financial success
Aug 02, 2024
ep 187 | More twists in the US election tale
Jul 30, 2024
ep 186 | The week ahead - big tech earnings in the spotlight
Jul 27, 2024
ep 185 | Rate cuts are coming, what should investors do?
Jul 23, 2024
ep 184 | The week ahead - the US sector rotation is on!
Jul 20, 2024
ep 183 | Mid-year encore - The trouble with non-tradables inflation
Jul 14, 2024
ep 182 | Mid-year encore - Currencies and share investing
Jul 10, 2024
ep 181 | The week ahead - will the RBNZ give anything away?
Jul 06, 2024
ep 180 | Mid-year wrap, and a look ahead to the second half
Jul 02, 2024
ep 179 | The week ahead - elections in France and the UK
Jun 29, 2024
ep 178 | Pessimists sound smart, optimists make money
Jun 25, 2024
ep 177 | The week ahead - what did the GDP report tell us?
Jun 22, 2024
ep 176 | It’s election debate time, and Trump's in the box seat
Jun 18, 2024
ep 175 | The week ahead - why is European politics rattling markets?
Jun 15, 2024
ep 174 | What could turn the local market around?
Jun 11, 2024
ep 173 | The week ahead - should we expect a housing market rebound?
Jun 08, 2024
ep 172 | Farmers often make great investors, here’s why
Jun 04, 2024
ep 171 | The week ahead - did the Budget change OCR expectations?
Jun 01, 2024
ep 170 | The trouble with non-tradables inflation
May 28, 2024
ep 169 | The week ahead - what should we expect from Budget 2024?
May 25, 2024
ep 168 | Sell in May and go away?
May 21, 2024
ep 167 | The week ahead - flash PMIs, an OCR decision and the latest NVIDIA result
May 18, 2024
ep 166 | The diverging outlook for global central banks
May 15, 2024
ep 165 | The week ahead - how healthy is the US consumer?
May 11, 2024
ep 164 | Women make great investors, so what’s holding them back?
May 07, 2024
ep 163 | The week ahead - what does rising unemployment mean for markets?
May 04, 2024
ep 162 | Currencies and share investing
Apr 30, 2024
ep 161 | The week ahead - how high is the unemployment rate set to rise?
Apr 27, 2024
ep 160 | The week ahead - will inflation fall enough for the RBNZ?
Apr 13, 2024
ep 159 | Can Japanese shares continue their stellar run?
Apr 09, 2024
ep 158 | The week ahead - what should we expect from the RBNZ on Wednesday?
Apr 06, 2024
ep 157 | Q1 recap and what to watch in Q2
Apr 03, 2024
ep 156 | The week ahead - US labour market and manufacturing in focus
Mar 30, 2024
ep 155 | Trusts, tax rates and PIEs
Mar 26, 2024
ep 154 | The week ahead - what does the recession mean for interest rates?
Mar 23, 2024
ep 153 | Is it time to ditch the term deposits?
Mar 19, 2024
ep 152 | The week ahead - is the Bank of Japan set to upstage the Fed?
Mar 16, 2024
ep 151 | What might interest deductibility changes mean for the property market?
Mar 12, 2024
ep 150 | The week ahead - will the US inflation report spoil the party?
Mar 10, 2024
ep 149 | Will lacklustre results make way for optimism?
Mar 05, 2024
do 148 | The week ahead - Jerome Powell, the jobs report and 'Super Tuesday'
Mar 03, 2024
ep 147 | What might the US election mean for the sharemarket?
Feb 27, 2024
ep 146 | The week ahead - will the Reserve Bank increase the OCR this week?
Feb 24, 2024
ep 145 | High share prices don’t always mean expensive
Feb 20, 2024
ep 145 | The week ahead
Feb 19, 2024
ep 143 | The week ahead
Feb 19, 2024
EPS 144 | Is it too late to buy US stocks?
Feb 13, 2024
EPS 142 | Are ETFs a gamechanger for Bitcoin?
Feb 06, 2024
EPS 141 | The week ahead
Feb 03, 2024
EPS 140 | Is a soft landing upon us?
Jan 30, 2024
EPS 139 | The week ahead
Jan 27, 2024
EPS 138 | Are you prepared for a fall in income?
Jan 24, 2024
EPS 136 | New Year encore - Should I pay off the mortgage, or invest?
Jan 13, 2024
ep 134 | Six big questions for investors in 2024
Jan 07, 2024
EPS 133 | New Year encore - Jump right into the market, or sit tight until later?
Jan 04, 2024
EPS 132 | New Year encore - Why the sharemarket is nothing like a casino
Jan 01, 2024
EPS 131 | Recapping the key market moves of 2023
Dec 30, 2023
EPS 130 | Looking ahead to 2024
Dec 12, 2023
EPS 129 | The week ahead
Dec 09, 2023
EPS 128 | A November to remember
Dec 05, 2023
EPS 127 | The week ahead
Dec 03, 2023
EPS 126 | Average sharemarket returns are great, but returns are rarely average
Nov 29, 2023
EPS 125 | The week ahead
Nov 25, 2023
EPS 123 | The week ahead
Nov 18, 2023
EPS 122 | The diversification dilemma
Nov 14, 2023
EPS 121 | The week ahead
Nov 11, 2023
EPS 120 | Policymakers face a balancing act as unemployment rises
Nov 08, 2023
EPS 119 | Will last week's market rebound continue?
Nov 06, 2023
EPS 118 | The week ahead
Nov 04, 2023
EPS 117 | Is the NZX headed for an unwanted three-peat?
Oct 31, 2023
EPS 116 | The week ahead
Oct 29, 2023
EPS 115 | The sharemarket is nothing like a casino
Oct 24, 2023
EPS 113 | Should borrowers fix or float, and for how long?
Oct 18, 2023
EPS 112 | The week ahead
Oct 15, 2023
EPS 111 | Election 2023 - A mood for change wins the day
Oct 15, 2023
EPS 110 | The rise and rise of global bond yields
Oct 11, 2023
EPS 109 | What might the conflict in the Middle East mean for markets?
Oct 09, 2023
EPS 108 | The week ahead
Oct 07, 2023
EPS 107 | Don't squander these high interest rates
Sep 27, 2023
EPS 106 | The week ahead
Sep 24, 2023
EPS 105 | Why so gloomy? It's not all bad out there
Sep 19, 2023
EPS 104 | The week ahead
Sep 16, 2023
EPS 103 | Has the labour market reached a turning point?
Sep 12, 2023
EPS 102 | The week ahead
Sep 09, 2023
EPS 101 | Is India the new China?
Sep 05, 2023
EPS 100 | The week ahead
Sep 02, 2023
Will we see a post-election sharemarket rally?
Aug 29, 2023
The week ahead
Aug 26, 2023
Why is August proving tough for markets?
Aug 23, 2023
The week ahead
Aug 20, 2023
Quick take - today's Reserve Bank decision and what it means
Aug 16, 2023
What does the dairy downturn mean for investors?
Aug 14, 2023
The week ahead
Aug 12, 2023
What to watch this earnings season
Aug 08, 2023
The week ahead
Aug 05, 2023
The secret to successful share investing
Aug 02, 2023
The week ahead
Jul 29, 2023
What might the election mean for markets?
Jul 25, 2023
The week ahead
Jul 22, 2023
Baffled by where these markets might go next? You're not alone.
Jul 18, 2023
The week ahead
Jul 15, 2023
All eyes on earnings season
Jul 12, 2023
The recession that wasn't
Jul 11, 2023
The week ahead
Jul 08, 2023
After a solid first half, what might the next six months bring?
Jun 27, 2023
The week ahead
Jun 24, 2023
Is the US dollar at risk of being dethroned?
Jun 20, 2023
The week ahead
Jun 17, 2023
House prices have bottomed, but where might they go from here?
Jun 14, 2023
The week ahead
Jun 10, 2023
Should I pay off the mortgage, or invest?
Jun 07, 2023
The week ahead
Jun 04, 2023
What might a central bank pause mean for markets?
May 30, 2023
The week ahead
May 28, 2023
Markets are quiet, a little too quiet
May 22, 2023
The week ahead
May 20, 2023
Relax, AI isn't taking your job (yet)
May 16, 2023
The week ahead
May 13, 2023
Is a recession possible with unemployment this low?
May 09, 2023
The week ahead
May 07, 2023
Jump right into the market, or sit tight until later?
May 02, 2023
The week ahead
Apr 30, 2023
Are tax changes back on the table?
Apr 27, 2023
The week ahead
Apr 22, 2023
What sort of returns are you “really” getting on your money?
Apr 18, 2023
The week ahead
Apr 02, 2023
Tips for nervous newer investors
Mar 29, 2023
What does the banking crisis mean for markets?
Mar 27, 2023
The week ahead
Mar 26, 2023
The week ahead
Mar 19, 2023
The week ahead
Mar 11, 2023
The week ahead
Mar 05, 2023
Recapping financial market moves in February
Mar 01, 2023
The week ahead
Feb 26, 2023
What’s in an index?
Feb 21, 2023
The week ahead
Feb 19, 2023
What will the Reserve Bank do next?
Feb 15, 2023
The week ahead
Feb 12, 2023
Cash, bonds or shares – where are the best opportunities for income investors today?
Feb 07, 2023
The week ahead
Feb 05, 2023
The week ahead
Jan 29, 2023
The good news hidden in the detail of yesterday's inflation report
Jan 25, 2023
The week ahead
Jan 22, 2023
17 January 2023
Jan 16, 2023
12 December 2022
Dec 11, 2022
5 December 2022
Dec 04, 2022
28 November 2022
Nov 27, 2022
20 November 2022
Nov 20, 2022
13 November 2022
Nov 13, 2022
7 November 2022
Nov 06, 2022
31 October 2022
Oct 30, 2022
16 October 2022
Oct 16, 2022
9 October 2022
Oct 09, 2022
2 October 2022
Oct 02, 2022
27 September 2022
Sep 26, 2022
19 September 2022
Sep 18, 2022
11 September 2022
Sep 11, 2022
4 September 2022
Sep 04, 2022
29 August 2022
Aug 28, 2022
22 August 2022
Aug 21, 2022
Where to from here?
Aug 18, 2022
15 August 2022
Aug 14, 2022
7 August 2022
Aug 07, 2022
31 July 2022
Jul 31, 2022
24 July 2022
Jul 24, 2022
17 July 2022
Jul 17, 2022
10 July 2022
Jul 10, 2022
4 July 2022
Jul 03, 2022
27 June 2022
Jun 26, 2022
20 June 2022
Jun 19, 2022
13 June 2022
Jun 13, 2022
7 June 2022
Jun 06, 2022
30 May 2022
May 29, 2022
23 May 2022
May 22, 2022
16 May 2022
May 15, 2022
9 May 2022
May 08, 2022
2 May 2022
May 01, 2022
11 April 2022
Apr 10, 2022
4 April 2022
Apr 03, 2022
28 March 2022
Mar 27, 2022
Monday 21 March 2022
Mar 20, 2022
Monday 14 March 2022
Mar 13, 2022
Monday 7 March 2022
Mar 06, 2022
Monday 28 Feb 2022
Feb 27, 2022
Mon 21 Feb 2022
Feb 20, 2022