InvestNow News 8th Nov – AMP Capital – Investing for long term wealth creation
16th Oct 2019 – Andy Gardner – Investment Manager, Global Equities – Equities Sydney, Australia
Long-term fundamental investing is more connected with the real world than the world on our screens. It is focused on aligning with the longer-term trend rather than speculating on the fluctuations around it. In this […]
InvestNow News 8th Nov – AMP Capital – Investing in the healthcare sector
31st Oct 2019 – Simon Steele – Head of AMP Capital Global EquitiesLondon, United Kingdom
The global healthcare sector has been an attractive destination for investors for many years due to a combination of high profitability, strong growth and stable demand, but demographics and budget constraints are putting the […]
InvestNow News 8th Nov – AMP Capital – Market Watch November
Greg Fleming – Head of Investment Strategy
October saw a marked improvement in sentiment, with all major equity markets seeing gains. Trade conflict improvements are a required support for good sentiment to persist and continuing progress could provide further gains in the fourth quarter.
InvestNow News 8th Nov – AMP Capital – Solving the energy puzzle
28th Oct 2019 – Joseph Titmus – Portfolio Manager/Analyst, Global Listed Infrastructure Sydney, Australia
Infrastructure is vital to economic growth. It creates a virtuous, never-ending cycle: investment in infrastructure helps stimulate sustainable long-term economic growth which then creates a further need for infrastructure. One of the current developments that is driving […]
InvestNow News 8th Nov – Devon – Monthly Investor Report October 2019
At Devon Funds we have a long history of engaging with companies on issues associated with the environment, social best practice and corporate governance (ESG). This approach is employed across all our investment strategies but in early 2020 we will also offer an investment fund which explicitly recognizes Sustainability as a key foundation in […]
InvestNow News 8th Nov – Harbour – Risks reduced but not removed
8th Nov 2019
Global equities outperformed bonds in October as trade risks abated, US earnings impressed and central bank easing supported sentiment.
The economic outlook for Australasia improved and the associated higher interest rates reduced the value of fixed income assets. Equities underperformed their global counterparts due to sectoral weakness in electricity, banking […]
InvestNow News 8th Nov – Milford – Where to next for the Kiwi dollar?
November 1, 2019 – Mark Riggall – Portfolio Manager
With the Kiwi dollar about 10% lower than last year, Portfolio Manager Mark Riggall discusses what’s caused the fall, the outlook for the dollar and he explains how we manage currency decisions in the funds.
InvestNow News 8th Nov – Pie Funds – CIO Report: October Recap
7th Nov 2019 – Mark Devcich, Chief Investment Officer
October saw stronger global markets, and weaker domestic markets in Australia and NZ. The NZX50 had a rare month of negative returns falling 1.3%. Power utilities’ share-prices suffered from Rio Tinto’s decision to announce a strategic review of the future of NZ Aluminium Smelters which caused jitters […]