The role of Bonds in an investment portfolio, why you need them
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The role of Bonds in an investment portfolio, why you need them

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The role of Bonds in an investment portfolio, why you need them

Article written by Hunter Investment Management

Everyone is starting to talk about the risk of rising interest rates and inflation as central banks and regulators maintain strong fiscal and monetary stimulus while, at the same time, highlighting an improving economic growth outlook.

The thinking is that investors should switch out of bonds/fixed interest to avoid losses but even this thinking is compromised by a desire for returns […]

By Mike Heath|2022-09-14T15:08:45+12:00June 30th, 2021|All, Investing education|0 Comments

Saving KiwiSaver: why contributions matter more than fees
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Saving KiwiSaver: why contributions matter more than fees

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Saving KiwiSaver: why contributions matter more than fees

Article written by David Boyle, Mint Asset Management

Fees have been in the spotlight recently but Mint head of sales and marketing, David Boyle, explains why we need to dig deeper to understand what is really stopping KiwiSaver members from saving…

KiwiSaver fees have hogged the headlines more than ever over the last year, sparked first by the Financial Markets Authority (FMA) ‘value for money’ crusade in 2020 before culminating in […]

By Mike Heath|2022-09-14T15:12:50+12:00June 30th, 2021|All, KiwiSaver|0 Comments

KiwiSaver default shakeup – who’s out and who’s in
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KiwiSaver default shakeup – who’s out and who’s in

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KiwiSaver default shakeup – who’s out and who’s in

Article written by InvestNow

The government put the KiwiSaver market in a temporary tail-spin this May after giving five default KiwiSaver providers the boot.

While not a total surprise, the decision to slash the number of default KiwiSaver schemes from the current nine to six as of December 1 this year, went further than many expected.

The dramatic move will see AMP, ANZ, ASB, Fisher Funds and Mercer lose any default fund members (excluding those who have made an ‘active choice’ […]

By Mike Heath|2022-09-15T11:16:17+12:00May 31st, 2021|All, KiwiSaver|0 Comments

End of the affair: Where NZ investors are heading after the house party is over
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End of the affair: Where NZ investors are heading after the house party is over

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End of the affair: Where NZ investors are heading after the house party is over

Article written by InvestNow

Fueled by a steady population increase, limited supply growth and what amounted to generous tax subsidies, Kiwi residential real estate investors have been on the winning end of a one-way bet for decades.

But in March this year, the property investment odds blew out as the government launched its first serious assault against a sector slated […]

By Mike Heath|2022-09-15T11:17:23+12:00April 29th, 2021|All, Investing education|0 Comments

Escape from 2020: How investors found a route to recovery
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Escape from 2020: How investors found a route to recovery

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Escape from 2020: How investors found a route to recovery

Article written by InvestNow

Almost a year to the day since global share markets plunged to lows more than 30 per cent below pre-COVID peaks, investors probably still look back in disbelief at what seemed, for most, escape from certain disaster.

The sharp fall in global share indices was triggered by rising fears of economic catastrophe in the wake of pandemic-fighting lockdowns. While some predicted a crash of 1929 […]

By Mike Heath|2021-08-02T09:59:55+12:00March 31st, 2021|All|0 Comments

2021 Morningstar New Zealand Awards – InvestNow winners
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2021 Morningstar New Zealand Awards – InvestNow winners

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2021 Morningstar New Zealand Awards – InvestNow winners

Article written by InvestNow

InvestNow congratulates the following fund managers — winners of the 2021 Morningstar New Zealand Awards. See below for the award-winning fund managers who are also fund managers we have within the InvestNow KiwiSaver Scheme. Join the InvestNow KiwiSaver Scheme

Overall New Zealand Fund Manager of the Year

Milford Asset Management

Fund […]

By Mike Heath|2022-09-15T11:23:27+12:00March 1st, 2021|All, News|0 Comments

Paper gains, tax cuts: Why the IRD has direct share-traders under watch
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Paper gains, tax cuts: Why the IRD has direct share-traders under watch

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Paper gains, tax cuts: Why the IRD has direct share-traders under watch

Article written by InvestNow

In typical tight-lipped tax office style, the Inland Revenue Department (IRD) issued a brief statement last October confirming it was keenly observing the stampede of novice retail investors into the direct share-trading game in NZ.

“As new investors are attracted to the market, we will be looking to make sure their tax obligations are clear to them and ensure education […]

By Mike Heath|2022-09-15T11:24:56+12:00February 26th, 2021|All, Investing education|0 Comments

Jumping lessons: what all investors can learn from GameStop loss
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Jumping lessons: what all investors can learn from GameStop loss

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Jumping lessons: what all investors can learn from GameStop loss

Article written by David Boyle, Mint Asset Management

Mint head of sales and marketing, David Boyle, explains why the ongoing GameStop experience holds lessons for new-breed investors and the old-school financial industry on handling the highs and lows of markets. Boyle takes it to the bridge…

If an online entity called ‘Roaring Kitty’ suggested a bridge-jumping strategy might be just what you need to improve your life, would you […]

By Mike Heath|2022-09-15T11:27:20+12:00February 23rd, 2021|All, Investing education|0 Comments

Tax take-away: How Labour rate hike heats up PIE incentives
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Tax take-away: How Labour rate hike heats up PIE incentives

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Tax take-away: How Labour rate hike heats up PIE incentives

Article written by InvestNow

Fresh from its resounding election victory last year, the governing Labour Party rushed to make good on its promise to raise the tax rate for high-income earners.

Under a measure put in place early in December 2020, those earning over $180,000 in income from (almost) all sources will face a top tax rate of 39% – an increase of 6

By Mike Heath|2022-09-15T11:29:12+12:00January 29th, 2021|All, Investing education|0 Comments

Memory gain: What investors learnt in a year to forget
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Memory gain: What investors learnt in a year to forget

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Memory gain: What investors learnt in a year to forget

Article written by InvestNow

By any definition, 2020 has been an unforgettable year.

But we won’t remember much about it, according to popular economist, Tim Harford. Harford, who found fame writing for the Financial Times as ‘The Undercover Economist’, penned an article this September speculating that despite a year chock-full of historic – or as the most-used word of 2020 has it, ‘unprecedented’ – events, most of us will […]

By Mike Heath|2022-09-16T11:30:01+12:00December 22nd, 2020|All|0 Comments