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?