Investment Insights – February 2025

Welcome to the first edition of Investment Insights for 2025! We hope you had a wonderful summer break and took some time to relax and unwind.

The US election in November had a major impact on quarter four, leading to a cautious outlook among investors due to the potential for significant market volatility.



Mercer’s Chief Investment Officer, Padraig Brown, shares insights from Mercer’s global network of investment experts, covering:

  • How the investment markets performed in quarter four, particularly in relation to the outcomes of the US election.
  • The impact the Republican administration will have on investment markets globally and in New Zealand.
  • Key investment trends investors should keep in mind for 2025.

New Zealand Defence Force Savings Schemes offer you the choice of seven different investment options. If you’re not sure if your investment option is right for you, take our Fund Selector and/or call NZDF’s appointed financial advisers, Become Wealth, on 0508 BECOME (0508 232 663) or email them at hello@become.nz.

Mercer’s team of experts based in 44 countries around the globe, including New Zealand, monitor global and local events and bring you the latest updates. We also produce an investment report each month covering the NZDF Savings Schemes, which includes returns for each of the seven funds in each scheme.

 

This information has been prepared by Mercer (N.Z.) Limited. The information contained in this article is intended for general guidance only. It does not take into account your particular financial situation or goals. Before making any investment decision, you should refer to the Product Disclosure Statement or consult an appropriately qualified financial adviser.

20 February 2025