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Sector updates

29.05.2020

Mega trends in the primary sector.

Insights and analysis from MyFarm Investments Head of Research, Con Williams into the impact of Covid-19 on the primary sector including;

Massive changes in the interest rate borrowing curve - leveraged returns in the primary sector for the first time in 50 years
Global market dynamics - the continuing demand for health and wellness; big shifts from food service to retail.
The importance of choosing sectors for investment which have earnings certainty through market access, an undersupply situation and products which command a price premium
Why Zespri's new record SunGold licence price is justifiable
Retaining talent and cost control to enable NZ to retain its position as a high quality, premium food supplier.

Latest news & research

Term deposit rates are falling: Where now for income investors?

Term deposit rates are falling: Where now for income investors?

Borrowers received the first glimmer of much-wanted relief when the Reserve Bank cut the Official Cash Rate (OCR) by 0.25% to 5.25% at their meeting on 14th August.

The RBNZ had earlier noted that its estimate of the long-term neutral OCR was 2.75%, so the August cut appears to be the start of a much-needed easing cycle likely to run through to late 2025 or early 2026.

This outlook for a cut of 2.75% from the highs of the past year is great news for borrowers but may require a change of strategy for savers.

Market Insights

Congratulations Rachel Baker

Congratulations Rachel Baker

Congratulations are in order for yet another of our own. Portfolio Manager Rachel Baker has been added to the tidy list of Nuffield New Zealand Farming Scholars within the MyFarm Investments team.

Forestry, carbon and the general election

Forestry, carbon and the general election

We are just over a week from the general election, and it seems the day can’t come quickly enough. If the election had occurred earlier in the year, Cyclone Gabrielle and climate change would have been more in our minds. Nearly eight months down the track, the electorate has downgraded climate change to number six on the list of concerns.

Market Insights

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