Global equities just had their best month since 2020. Here's what happened - and how Generate's investment team responded.

Marc Grigg (Investment Distribution Manager) and Greg Smith (Investment Specialist) break down the key developments from a remarkable month in markets.

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Topics covered

• Global rally — a standout month for the MSCI World Index, S&P 500, and Nasdaq
  Staying invested — why the "stay the course" message from last month was vindicated
• Active management — how we added to high-conviction names like Nvidia, Micron, ARM, and UnitedHealth during the volatility
  
• Generate fund performance — strong returns across Focus Growth, Thematic, and Global funds
  
• Earnings season — the majority of US companies beat expectations, with standout results from Alphabet, Apple, Amazon, and Intel
  
• Central banks — the Fed, RBNZ, and others hold steady while bond markets tell a different story

Generate’s Investment Specialist Greg Smith is joined by Matthew Hanchet, Investment Distribution Manager, to discuss another strong months for markets, driven by technology stocks, the latest NZ budget, potential changes to KiwiSaver and Generate's latest award win.

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Topics covered

• Markets had another strong month in May, with technology stocks again leading the way. Do AI-related stocks still have further room to run?
• Strong market returns in May have contributed to Generate’s performance outcomes.
  Generate has also had something else to celebrate with its latest Consumer NZ award.
• We’ve now won this recognition for the sixth time. Find out what made us stand apart from the pack.
• We’ve seen some notable developments with the Reserve Bank’s latest meeting and the Government’s Budget. Hear what announcements stood out from an investment perspective.
• There’s been more discussion recently about potential changes to KiwiSaver. What are the proposals and what could they mean for KiwiSaver members?

Generate’s Third Party Distribution Manager Paula Damen talks to Investment Specialist Greg Smith about the big winners and losers globally in the latest earnings reports. Meanwhile the Kiwi market hit a record high and we could be seeing signs that the economy is more resilient than expected.

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Topics covered

• There was plenty going on again in markets in July. On the earnings side were some notable reactions – some big winners and some going the other way. Does this change how investors should think about AI investing?
• Back home, the Kiwi market hit a record high. Are we seeing signs that the New Zealand economy is proving more resilient than many expected?
• Talking of major milestones, what does reaching 200,000 members and $10 billion under management mean for Generate and its clients?
• The latest Morningstar results were particularly strong for Generate. Find out what stands out most about the results, and what they show about the consistency of the investment approach.