Investment Insights October 2023

The global markets faced another volatile quarter, with both equities and fixed income declining primarily due to expectations surrounding interest rates. The slowdown in the Chinese economy is having a material impact on the Asia region and global financial markets.

Mercer’s Investment Portfolio Manager James Wilson shares insights from Mercer’s global network of investment experts, covering:

• What factors impacted investments during quarter three.
• The slowdown in the Chinese economy and the impacts that is having on local and global financial markets.
• Key trends we anticipate for the remainder of the year and the outlook for 2024.

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.