InvestNow News 30th Aug – Morphic – Modern Money Theory could spark a new bull cycle in gold

27th August 2019

“Practical men who believe themselves to be quite exempt from any intellectual influence, are usually the slaves of some defunct economist. Madmen in authority, who hear voices in the air, are distilling their frenzy from some academic scribbler of a few years back.” John Maynard Keynes

The year is 2003 and a long argument has ensued over gold and inflation. Gold is trading […]

By InvestNow|2019-08-30T11:50:24+12:00August 30th, 2019|News|0 Comments

InvestNow News 23rd Aug – AMP Capital – US still looking okay … for now

The recent inversion of the US yield curve has generated renewed angst about the health of the US economy. Our view on this is unchanged from the comments we provided in the July edition of Quarterly Strategic Outlook; quantitative easing has collapsed the term premium, which […]

By InvestNow|2019-08-23T12:50:51+12:00August 23rd, 2019|News|0 Comments

InvestNow News 23rd Aug – Fisher Funds – 21 years of Fisher Funds performance

How much could your money have grown?

Bruce McLachlan – Chief Executive Officer – 22 August, 2019

Happy 21^st

You can hear their advocates yelling from the rooftops, and from every podium they can access. The global trend in funds management is overwhelmingly towards low-cost passive funds. There is a school of thought (often communicated more like a religion) that says active managers cannot beat the market on […]

By InvestNow|2019-08-23T12:17:05+12:00August 23rd, 2019|News|0 Comments

InvestNow News 23rd Aug – Fisher Funds – Expanding your horizons with global shares

Find out how global shares can be rewarding and reduce risk – Fisher Funds

Kiwis love to travel. Extending the same adventurous spirit to your investment portfolio can be rewarding and reduce risk.

Having grown up in small town New Zealand I always wanted to travel. See the world, explore big cities, see the bright lights. Many Kiwis have the travel bug and our travel stats show that we love to travel to exotic locations – we don’t just jump across the ditch.

While we may be adventurous travellers, when […]

By InvestNow|2019-08-26T14:13:23+12:00August 23rd, 2019|News|0 Comments

InvestNow News 23rd Aug – Fisher Funds – Fibre: how a mega-trend and a moat leads to a valuable fixed income investment

How a mega-trend and a moat leads to a valuable fixed income investment – Fisher Funds

What makes a good fixed income investment?

Well, it’s actually not too complicated. When we lend your money, we have two goals – its eventual safe return and earning an attractive return from it. The former though is by far the most important.

So what makes a good borrower?

Sometimes we are lending for long periods and a lot can change over that time. So it’s important […]

By InvestNow|2019-08-26T11:41:42+12:00August 23rd, 2019|News|0 Comments

InvestNow News 23rd Aug – Harbour – Inversion Irrelevance

Inversion Irrelevance – Harbour Asset Management

The US yield curve briefly inverted last week, sparking predictions of recession
Whilst US activity is slowing, the prospect of recession is not borne out by the data
The NZ yield curve is not inverted, and inversion has not been a useful predictor of recession
NZ economic indicators are not signalling recession but global risks do provide a negative skew to RBNZ Official Cash Rate outcomes in the near term

US yield curve inversion, a widely cited recession signal, briefly […]

By InvestNow|2019-08-26T12:48:20+12:00August 23rd, 2019|News|0 Comments

InvestNow News 23rd Aug – Morphic – Juul: What were they smoking?

In Los Angeles for the first time in four years, Jack Lowenstein was stunned by the widespread use of the Juul electronic cigarette.

What happens when a massive old no-growth cash cow company meets a bustling start-up “disrupting” its core business?

The following involves two US companies we can never own because of our ethical screens: Altria and Juul. It is a warning on the damage […]

By InvestNow|2019-08-23T12:48:57+12:00August 23rd, 2019|News|0 Comments

InvestNow News 23rd Aug – Nikko – July Investment Update

It’s been four months since we wrote in this commentary that the market was undecided between whether recent market rallies were pointing towards an impending correction (a euphemistic term used to describe a sudden drop in prices), or the foundations for further expansion. The ongoing strong returns investors have enjoyed in the diversified funds could suggest that any nervousness at that time was unfounded, but it […]

By InvestNow|2019-08-23T13:14:16+12:00August 23rd, 2019|News|0 Comments

InvestNow News 23rd Aug – Russell Investments – July 19 Fact Sheets

By InvestNow|2019-08-23T13:08:46+12:00August 23rd, 2019|News|0 Comments

InvestNow News 16th August – AMP Capital – How do you rate investment managers on responsible investing?

One of the challenges of responsible investing is measuring the impact that investments are actually making on society and on the environment.

Signing up to the Principles of Responsible Investment (PRI) is one way a manager can how show commitment to investing responsibly and measuring its impact. The PRI […]

By InvestNow|2019-08-16T12:54:27+12:00August 16th, 2019|News|0 Comments

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InvestNow News 30th Aug – Morphic – Modern Money Theory could spark a new bull cycle in gold

InvestNow News 23rd Aug – AMP Capital – US still looking okay … for now

InvestNow News 23rd Aug – Fisher Funds – 21 years of Fisher Funds performance

Find out how global shares can be rewarding and reduce risk – Fisher Funds

How a mega-trend and a moat leads to a valuable fixed income investment – Fisher Funds

What makes a good fixed income investment?

So what makes a good borrower?

Inversion Irrelevance – Harbour Asset Management

InvestNow News 23rd Aug – Morphic – Juul: What were they smoking?

InvestNow News 23rd Aug – Nikko – July Investment Update

InvestNow News 23rd Aug – Russell Investments – July 19 Fact Sheets

InvestNow News 16th August – AMP Capital – How do you rate investment managers on responsible investing?