Yovich & Co Market Update - 9 June 2025

The NZX 50 rose 1.16%, a welcome rebound. Ryman Healthcare was a key contributor to the index increase, as well as property companies which all had strong performances this week. The strength in property stocks came as Stats NZ released its March quarter data on the value of building work.

Yovich & Co Market Update and Spotlight on Woodside Energy Group - A Core Energy Holding

Woodside Energy Group stands as Australia's leading independent oil and gas producer, with a diversified portfolio encompassing liquefied natural gas (LNG), pipeline gas, crude oil, and condensate. The company plays a pivotal role in supplying energy to the Asia-Pacific region and is actively navigating the global transition towards cleaner energy sources.

New Offer - Infratil Infrastructure Bond (IFT370)

Unsecured, unsubordinated fixed rate bonds (IFT370). Up to NZ$50 million with the ability to accept oversubscriptions.
Indicative Rate: 6.25% - 6.40%pa

Yovich & Co Market Update - 26th May 2025

The New Zealand Budget released last week introduced several important changes. The government’s contribution to KiwiSaver will be halved to 25 cents per dollar, with a maximum of $261 per year. The minimum KiwiSaver contribution rate will increase from 3% to 4% over the next three years.

Yovich & Co Market Update - 19th May 2025

The NZX 50 rose 1.43% this week, continuing its positive momentum over recent weeks. Key contributors to the index’s gains included Sanford, Mainfreight, Fonterra, and Auckland Airport. The rally was further supported by positive sentiment from U.S. markets, following news that the world’s two largest economies, the U.S. and China, have agreed to reduce tariffs.

Yovich & Co Market Update and Spotlight on the Giants: BHP vs Rio Tinto

BHP and Rio Tinto stand as titans in the global mining sector, both listed on the ASX and integral to Australia's economic landscape. BHP and Rio Tinto are often compared to each other due to their similar size and similar performance being two of the biggest mining companies in the world.

Yovich & Co Market Update and Spotlight on Navigating Nuclear: A Long-Term Look at Uranium ETFs

In this week’s spotlight, we take a closer look at two of the most prominent ETFs in the space, VanEck Uranium and Nuclear ETF (NLR) and Global X Uranium ETF (URA).

Weekly Market Update and a Comparative Spotlight on Uranium Producers and Next-Gen Nuclear Innovators:

The Jevons Paradox tells us that as energy becomes more efficient and accessible, overall consumption often rises. In today’s world where AI and data centers are driving a surge in electricity demand that idea is becoming more relevant.

With global power use expected to more than double by 2030, efficiency alone won’t solve the challenge. There is an urgent need for reliable, low-carbon energy, and nuclear is increasingly seen as a key part of the solution on a global scale.

Weekly Market Update and Investment News

Wall Street finished strong on Friday, with the Dow jones up 4.9% for the week and tech heavy Nasdaq up 7.29%. Big banks kicked off the first-quarter earnings season. The rebound helped calm investor nerves after a wild week of market swings fuelled by ongoing uncertainty around President Trump’s escalating trade tensions

Weekly Market Update and Spotlight On Scam Protection Awareness

In today’s digital age, safeguarding yourself against financial scams is more critical than ever. Scammers are becoming increasingly sophisticated, targeting individuals, professionals, and businesses with increasingly elaborate schemes designed to deceive and defraud.