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So far Mike Heath has created 107 blog entries.

InvestNow News 13th Sep – Elevation – Monthly Update – August 2019

InvestNow News 13th Sep – Elevation – Monthly Update – August 2019

Elevation Capital

The August update, including a profile of Flughafen Zurich is available here.

By |2019-09-13T12:13:14+12:00September 13th, 2019|News|0 Comments

InvestNow News 13th Sep – Fisher – Ghosts and Ghoulies and Spilt Milk

InvestNow News 13th Sep – Fisher – Ghosts and Ghoulies and Spilt Milk

Frank Jasper – Chief Investment Officer – 04 September, 2019

There were plenty of things that went bump in the night in August. When that happens deciding whether it is a temporary ill wind or a more serious “Ghostie”, to borrow from the well-known poem, is one of the keys to long-term investment success. I share some thoughts on how we go about separating the two.

“From Ghoulies […]

By |2019-09-13T12:52:21+12:00September 13th, 2019|News|0 Comments

InvestNow News 13th Sep – Harbour Outlook: Downside risks

InvestNow News 13th Sep – Harbour Outlook: Downside risks

6th Sept 2019

Key points

  • The US-China trade tensions intensified during August. US tariffs will be applied to all Chinese imports by Christmas at an average rate of 22% (from 14% currently). In response, China imposed tariffs of 5-25% on US$185bn of US imports and suspended purchases of US agricultural products.
  • Global manufacturing data continued to come in weaker in Europe and China. US followed this theme in early September with […]
By |2019-09-13T13:02:56+12:00September 13th, 2019|News|0 Comments

InvestNow News 13th Sep – Mint – Portfolio Returns & Commentaries – August 2019

InvestNow News 13th Sep – Mint – Portfolio Returns & Commentaries – August 2019

Market overview

Global markets hesitated in August, with most down between 1.9% and 4.9% and the ASX200 down 2.4%. The NZ property index was up 3.2% in August. The NZX50 was down 0.9% – without A2 it would have been up 1.6%. Global bond yields moved materially lower – the NZ10 year yield dropped from 1.48% to 1.05%, the Australian 10 year from 1.21% to 0.9%, and the US […]

By |2019-09-13T10:35:42+12:00September 13th, 2019|News|0 Comments

InvestNow News 13th Sep – Morphic – Monthly Performance Report – August 2019

InvestNow News 13th Sep – Morphic – Monthly Performance Report – August 2019

Ethical Investing in Focus

As a PRI signatory, we are committed to the six principles covering the incorporation of Environmental, Social and Governance (ESG) issues in our investment process. We actively promote and collaborate with other responsible investors and aspire to the highest levels of transparency.

We are proud that the integration of ESG issues in both our investment strategy and governance structures, and our stewardship activities as an active investor […]

By |2019-09-13T10:52:08+12:00September 13th, 2019|News|0 Comments

InvestNow News 13th Sep – Pathfinder – Monthly Update – August 2019

InvestNow News 13th Sep – Pathfinder – Monthly Update – August 2019

Market Commentary

Market volatility returned in August, triggered by US/ China trade war tensions with new tariffs and import restrictions. Geopolitical tensions globally also fueled investor nervousness – especially tensions in Hong Kong and the ongoing (and increasingly chaotic) Brexit saga.

September is calmer with a number of positive developments: 1) US and China agreed to meet in October for another round of trade negotiations, 2) Hong Kong is set to withdraw […]

By |2019-09-13T10:33:29+12:00September 13th, 2019|News|0 Comments

InvestNow News 13th Sep – Pie Funds – Why do investors buy bonds with negative returns?

InvestNow News 13th Sep – Pie Funds – Why do investors buy bonds with negative returns?

6th Sept 2019 – Mike Taylor

Why are investors flocking to bonds markets to buy assets with negative interest rates?

About one quarter of global bonds (US$17 trillion worth) now provide negative returns.

“In an uncertain environment people don’t want to lose money so they go to bonds as a safe-haven, that’s what’s driven the demand,” says Pie Funds chief executive Mike Taylor.

Bond markets can seem complex […]

By |2019-09-13T12:49:06+12:00September 13th, 2019|News|0 Comments

InvestNow News 13th Sep – Pie Funds – Winter Chill Eases

InvestNow News 13th Sep – Pie Funds – Winter Chill Eases

6th Sept 2019 – Mike Taylor

Reporting season has posted strong results

August was a strong month of outperformance for our Australasian Funds. The Growth and Growth 2 Funds were up between 5-6%.

Considering our high cash levels and the market volatility (the XSOAI index was down -3.85%) this is a great result! The outperformance of Growth 1 was 9.84% in one month. How did we do this? August is reporting season […]

By |2019-09-13T12:28:44+12:00September 13th, 2019|News|0 Comments

InvestNow News 13th Sep – Salt – Performance Update – August 2019

InvestNow News 13th Sep – Salt – Performance Update – August 2019

New Zealand equities fell slightly in August, with the S&P/NZX50 down -0.93% in the month. However, the index has returned +15.50% for the 12 months to the end of August.  The Salt Dividend Appreciation Fund declined by a marginal -0.27% in the month.  The largest contributor by some distance was the Fund’s large overweight in Spark (SPK, +11.1%) which refuted broking analyst concerns and delivered an in-line result.

For more detail, […]

By |2019-09-13T11:57:06+12:00September 13th, 2019|News|0 Comments

InvestNow News 13th July – AMP Capital – Market Watch July 2018

6th July 2018

Watch a recording of the July 2018 Market Watch update from Bevan Graham, NZ Chief Economist AMP Capital (click the image below)

By |2018-08-23T10:44:13+12:00July 13th, 2018|News|0 Comments