When the Only Certainty is Uncertainty
The country’s economic story is reasonably easy to follow. New Zealand’s economic uncertainty remains a key backdrop, but with inflation easing and interest rates coming down, the foundation is being laid for growth and a lift in housing market activity in 2025 and 2026. Growth is the backbone of any economy and housing market, and […]
RBNZ Rate Cut: Dawn of Recovery?
The Reserve Bank of New Zealand’s (RBNZ) recent decision to cut the Official Cash Rate (OCR) to 5.25% could be interpreted as more than just a reaction to easing inflation pressures—it may also be a tacit acknowledgment that the economy has hit a rough patch and might even be at the bottom of the current […]
Vincent Capital secures $300 million funding facility with Goldman Sachs
We are pleased to announce the establishment of a senior warehouse facility with Goldman Sachs. This facility provides for up to NZ$300 million for residential construction lending, underscoring the appeal of New Zealand’s property market on the global stage. Since our inception in 2017, Vincent Capital has lent over NZ$2 billion, with the company supporting […]
After the Storm
Why Cyclone Gabrielle Signals a $100 Billion Infrastructure Reckoning. The glass can be both half full and half empty when looking at the impact of Cyclone Gabrielle. As investors, it doesn’t really matter, we still need to take a drink. The glass half full. Shocks boost growth. Insurance cheques are pending. The Government – both […]
Boom, Bust or Blunder?
New Zealand looks to be entering an over-building phase for residential housing, but the magnitude is somewhat up in the air. Expect to see concerns over the coming months over this issue but be careful with the assessments. There will be some fact but also lots of fiction. One simple framework some commentators use to […]
