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InvestNow News – 23rd October – Nikko AM – September Investment Update


InvestNow News – 23rd October – Nikko AM – September Investment Update

Commentary from George Carter, Director of Nikko AM – 2020

The quarter ending 30 September provided investors with strong returns across all sectors; however, this was largely driven by the uplift in prices throughout July and August with the month of September seeing a modest pull-back in equity markets. During the month, the Growth fund fell slightly due to its higher exposure to equity markets, whereas the Conservative and Balanced funds […]

By |2020-10-23T08:12:56+13:00October 23rd, 2020|News|0 Comments

InvestNow News – 23rd October – Russell Investments – 2020 Annual ESG Manager Survey – Turning up the volume


InvestNow News – 23rd October – Russell Investments – 2020 Annual ESG Manager Survey – Turning up the volume

2020 Annual ESG Manager Survey written by Russell Investments

Has environmental, social and governance (ESG) factors increased or decreased in importance? According to the results of Russell Investments’ annual asset manager survey, the volume has been turned up on responsible investing, ESG integration is now universally recognised as an important consideration when analysing investment opportunities. An increased number of firms are incorporating additional ESG […]

By |2020-10-23T08:03:07+13:00October 23rd, 2020|News|0 Comments

InvestNow News – 23rd October – Milford – Negative Interest Rates?


InvestNow News – 23rd October – Milford – Negative Interest Rates?

Article written by Ian Robertson, Milford – 24th September 2020

Market expectations for the Official Cash Rate (“OCR”) to go negative next year are increasing.  The Reserve Bank of New Zealand (“RBNZ”) has suggested that this is a real possibility if further monetary policy support is required.  Negative rates should provide scope for lower borrowing and saving rates, but the extent of this and its impact remain uncertain.

On cutting the OCR to […]

By |2020-10-23T07:38:52+13:00October 23rd, 2020|News|0 Comments

InvestNow News – 23rd October – Milford – Early innings for e-commerce


InvestNow News – 23rd October – Milford – Early innings for e-commerce

Article written by Stephanie Perrin, Milford – 30th September 2020

With the US share market up +45% since the lows in late March, and shares of companies like Amazon up +79% from the lows and +62% year-to-date, you would be forgiven for asking “what global pandemic?”.

It is clear that despite many industries being severely impacted by COVID-19, there are also many which have benefitted. E-commerce is one of these COVID-19 beneficiaries, […]

By |2020-10-23T07:29:23+13:00October 23rd, 2020|News|0 Comments

InvestNow News – 23rd October – Milford – Could the hunt for yield lead to alternative assets?


InvestNow News – 23rd October – Milford – Could the hunt for yield lead to alternative assets?

Article written by John Johnston, Milford – 15th October 2020

The economic crisis caused by the COVID-19 pandemic has been notable for a swift, coordinated reduction in wholesale funding rates by central banks worldwide. This reduction to historic lows has been largely passed on to retail and commercial borrowers, and further falls in interest rates are expected from here (in New Zealand, the Official Cash Rate […]

By |2020-10-23T07:20:27+13:00October 23rd, 2020|News|0 Comments

InvestNow News – 16th October – Salt Funds Management – September performance update for the Salt Dividend & Property Funds


InvestNow News – 16th October – Salt Funds Management – September performance update for the Salt Dividend & Property Funds

Article written by Roger Clayton, Salt Funds Management – 13th October 2020

In New Zealand, the S&P/NZX50G index fell -1% over the quarter but remains +5.9% year to date. A key detractor was heavy weight A2 Milk (-24%) on daiguo sales disruptions, dragging down Synlait (-23%) whilst Sanford fell (-9%) on a weak update. The key outperformers in the quarter were Summerset (+40%) on […]

By |2020-10-16T09:11:59+13:00October 16th, 2020|News|0 Comments

InvestNow News – 16th October – Platinum Asset Management – Macro Overview – September 2020


InvestNow News – 16th October – Platinum Asset Management – Macro Overview – September 2020

Article written by Andrew Clifford, Platinum Asset Management – 14th October 2020

Over the last three months, stock markets have continued to rally strongly as economic activity started to recover from the depths of the COVID-induced recession. As a result of the lockdowns that have been put in place to control the spread of the virus, there have been significant changes in spending and working patterns across […]
By |2020-10-16T08:16:03+13:00October 16th, 2020|News|0 Comments

InvestNow News – 16th October – AMP Capital – The energy transition in Europe


InvestNow News – 16th October – AMP Capital – The energy transition in Europe

Article written by Giuseppe Corona, AMP Capital – 6th October 2020

We believe energy will be both a challenge and an opportunity in the next 30 years. While in the past the focus was on the safety of supply and cost, we have now understood the price to pay for pollution. The headline issue is carbon emissions. Cutting down these […]

By |2020-10-16T11:39:29+13:00October 16th, 2020|News|0 Comments

InvestNow News – 16th October – AMP Capital – Positive shift in the responsible investment landscape


InvestNow News – 16th October – AMP Capital – Positive shift in the responsible investment landscape

Article written by Rebekah Swan, AMP Capital – 21st September 2020

I always look forward to the launch of the annual Responsible Investment Benchmark report in New Zealand and seeing how the country is progressing on its responsible investment journey. The report is produced by the Responsible Investment Association of Australasia (RIAA) each year and provides a unique […]

By |2020-10-16T07:52:29+13:00October 16th, 2020|News|0 Comments