Economics & Markets

Quarterly Briefing - September 2021

By AMP Capital

A complex macroeconomic and political backdrop characterised the September quarter, pulling markets in varying directions. Major themes included ongoing fears on the persistency of inflation, a focus shifting towards living with Covid-19 rather than persisting with lockdowns, and the mixed interpretation of central bank communications leading to continued speculation on the path towards ‘normalisation’ of monetary and fiscal policy. 

Find out more on the global economy, global markets and the New Zealand economy in our Quarterly Briefing for the September 2021 quarter. It includes a look at asset strategy from Michael Gray, our Head of Investments in New Zealand, a fixed income perspective from Carrick Lucas, Senior Portfolio Manager, and comment on New Zealand equities from Matt Goodson at Salt Funds Management.

Quarterly briefing

In this edition more on our outlook for the New Zealand and global economies, and across asset classes.

  • Economics & Markets
  • Quarterly Briefing
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Important notes

This article has been prepared to provide general information and does not constitute 'financial advice' for the purposes of the Financial Advisors Act 2008 (Act). An individual investor should, before making any investment decisions, consider the information available in the relevant Product Disclosure Statement and seek professional advice. While every care has been taken in the preparation of this document, AMP Capital Investors (New Zealand) Limited and the AMP Group (together, 'AMP') make no guarantee that the information supplied is accurate, complete or timely and do not make any warranties or representations in respect of results gained from its use. The information is not intended to infer that current or past returns are indicative of future returns. The views expressed are those of the author and do not necessarily reflect those of AMP. These views are subject to change depending on market conditions and other factors.

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