About Mike Heath

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So far Mike Heath has created 227 blog entries.

InvestNow News – 13th Dec 19 – Salt – Long Short Fund Fact Sheet – November 2019

InvestNow News – 13th Dec 19 – Salt – Long Short Fund Fact Sheet – November 2019

The Fund experienced a solid month in November, with a return of +0.90% after all fees and expenses. In contrast to previous months, where volatile markets saw us add value from both sides of the ledger, general strength in November saw a headwind from our shorts but this was more than offset by several of our eclectic longs doing very well.

While the Fund’s net length of […]

By |2019-12-13T13:59:13+12:00December 13th, 2019|News|0 Comments

InvestNow News – 6th Dec 19 – AMP Capital – Airport shopping: cloudy skies ahead?

InvestNow News – 6th Dec 19 – AMP Capital – Airport shopping: cloudy skies ahead?

2nd Dec 19 – Giuseppe Corona – Head of Global Listed Infrastructure – Infrastructure London

Introduction

Generating positive investment returns isn’t about skating to where the puck is, but where it will go next. Infrastructure investment is no exception.

One of the typical […]

By |2019-12-06T09:52:05+12:00December 6th, 2019|News|0 Comments

InvestNow News – 6th Dec 19 – AMP Capital – Investing for Long Term Wealth Creation – part 2

InvestNow News – 6th Dec 19 – AMP Capital – Investing for Long Term Wealth Creation – part 2

19th Nov 19 – Andy Gardner – Investment Manager, Global Equities – Equities Sydney

In our previous article on long-term investment strategy we outlined the qualities that we seek out in companies and […]

By |2019-12-06T09:46:08+12:00December 6th, 2019|News|0 Comments

InvestNow News – 6th Dec 19 – Milford – NZ-China Free Trade upgrade – an opportunity for NZ exporters

InvestNow News – 6th Dec 19 – Milford – NZ-China Free Trade upgrade – an opportunity for NZ exporters

2nd Dec 2019 – Tom Monti – Investment Analyst

The Prime Minister of New Zealand recently announced an upgrade to our free trade agreement (FTA) with China, heralding it as “the best free trade agreement China has with any […]

By |2019-12-06T10:03:51+12:00December 6th, 2019|News|0 Comments

InvestNow News – 6th Dec 19 – Milford – What to expect from markets in 2020

InvestNow News – 6th Dec 19 – Milford – What to expect from markets in 2020

Looking out to 2020, Senior Analyst Frances Sweetman doesn’t expect the sort of performance from the New Zealand share market that we’ve seen this year. Looking at the big picture how are we positioning our funds for the year ahead?

[…]

By |2019-12-06T10:00:34+12:00December 6th, 2019|News|0 Comments

InvestNow News – 6th Dec 19 – Milford – Why 2019’s share market returns were better than predicted

InvestNow News – 6th Dec 19 – Milford – Why 2019’s share market returns were better than predicted

At the start of 2019 many investors were predicting a difficult year. Portfolio Manager Mark Riggall discusses why this didn’t happen and how Milford used a flexible approach to deliver value over the year.

By |2019-12-06T09:56:39+12:00December 6th, 2019|News|0 Comments

InvestNow News – 6th Dec 19 – Morphic – Bloomberg Markets: China Open

InvestNow News – 6th Dec 19 – Morphic – Bloomberg Markets: China Open

4th Dec 19 – Claudia Kwan, Analyst

Morphic’s analyst Claudia Kwan, recently appeared on “Bloomberg Markets: China Open”  and discussed Chinese and Japanese stocks.
By |2019-12-06T09:35:13+12:00December 6th, 2019|News|0 Comments

InvestNow News – 6th Dec 19 – Morphic – The Return of the Steam Train

InvestNow News – 6th Dec 19 – Morphic – The Return of the Steam Train

5th Dec 19

At the Morphic Ethical Equities Fund AGM in Sydney last month, several investors asked questions about the revolutionary hydrogen powered trains produced by French rail manufacturer Alstom.

Alstom, which has been one of the Morphic Funds’ largest investments for nearly five […]

By |2019-12-06T09:32:12+12:00December 6th, 2019|News|0 Comments

InvestNow News – 2nd Dec 19 – AMP Capital – Market Watch – December 2019

InvestNow News – 2nd Dec 19 – AMP Capital – Market Watch – December 2019

2nd Dec 19 – Greg Fleming, Head of Investment Strategy.

The past month has been comparatively quiet for global and local markets, with the geopolitical headlines that unnerved investor throughout the middle of the year dissipating. Greg runs through the performance of major […]

By |2019-12-02T15:40:59+12:00December 2nd, 2019|News|0 Comments

InvestNow News – 2nd Dec 19 – AMP Capital – Think you know the biggest risks with climate change? Think again

InvestNow News – 2nd Dec 19 – AMP Capital – Think you know the biggest risks with climate change? Think again

2nd Dec 2019 – Emily Woodland – Co-Head of Sustainable InvestmentHong Kong, China

The spectre of rising sea levels tends to dominate perceptions around the risk of climate change, but the more imminent threat […]

By |2019-12-02T15:37:41+12:00December 2nd, 2019|News|0 Comments