Latest from BOPT Opinion

Opinion: Early 2026 gains hint at solid year ahead for share investors

Smaller companies and sectors like energy and materials led January’s gains.

Opinion: Missing out on global gains has been a costly lesson for investors

The local sharemarket had a lacklustre year, with the NZX 50 index returning 3.3% in 2025.

Why 2026 share targets are more compass than GPS for investors

OPINION: The median strategist pick of 7700 implies a 12.5% gain from last year.

Opinion: Why Japan’s rate hikes could shake global markets this year

Japan has lifted rates four times since 2024, ending eight years below zero.

How 2026 could play out for your mortgage, investments and the election

OPINION: The OCR, now 2.25%, is tipped to reach the bottom of its cycle in 2026.

Mark Lister: How a turbulent 2025 set the stage for investors’ moves in 2026

OPINION: World shares swung from a 16.3% slump to a 35% surge, ending 2025 strongly.

How to respond: Building portfolios for a lower-return investment world

Private equity and private debt are still tipped for returns above 7% a year.

Mark Lister: The upside of short-term sharemarket pain

OPINION: Nine market dips of 10% or more have occurred since 2010, lasting three months.

Editorial: Caution needed moving forward with regional reforms

OPINION: Mayors would gain extra responsibilities through new Combined Territories Boards.