Investment themes: one of these things is not like the other.

Financial markets often have forces pulling prices in different directions, yet there are times when they move in unison. Investors who respond to changes early and actively position their portfolio can profit from these movements. This week we discuss four market themes that are top of mind for global investors with Mark Brooks, Chief Investment Officer at NZ Funds. We ask why the outlook for hard commodities is increasingly favourable, especially for copper? What positive steps is the Chinese Government exploring to tackle its property issues and sluggish economy? Why United States-based companies increasing their capital expenditure is a sign of optimism? And why is business activity in New Zealand even weaker than the headlines suggest?