Welcome to the June 2025 Manager’s Perspective. Each month, InvestNow invites our investment managers to discuss our monthly theme. This month, we asked Fisher Funds some questions to help you better understand their investment styles, strategies, and perspectives on the recent KiwiSaver changes announced in the budget. Read the questions and their responses below.
Article written by InvestNow – 29th May 2025
One of the more specialised funds on InvestNow is the Bitcoin ETF PIE Fund (the Fund), which provides investors with exposure to the performance of bitcoin, within a regulated tax-effective PIE fund.
Today we talked to Anthony Edmonds, who was the original founder of InvestNow and is now heads up Raise Investments Limited, the investment manager of the Bitcoin ETF PIE Fund – which he recently called “Bitcoin for Boomers”.
Here is what he had to […]
Article written by Jason Choy, InvestNow Senior Portfolio Manager – 28th May 2025
There are few bigger names in the investing world than Warren Buffett.
Earlier this month, the legendary Berkshire Hathaway CEO announced he was stepping down after 60 years (!!) in the role, at the age of 94.
He has had a remarkable career that’s unlikely to ever be matched.
It’s a good time to reflect on some of the reasons for […]
Welcome to the May 2025 Manager’s Perspective. Each month, InvestNow invites our investment managers to discuss our monthly theme. This month, we asked Elevation Capital Funds Management Limited, TAHITO and Antipodes some questions to help you better understand their investment styles, strategies, and perspectives on mastering Buffett’s investing wisdom in today’s markets. Read the questions and their responses below.
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Article written by Jason Choy, InvestNow Senior Portfolio Manager – 29th April 2025
For many investors, financial returns aren’t everything. Yes, they’re important, but not at any cost.
For example, how would you feel if your portfolio was up 20% this year – but then you learned those gains were tied to companies involved in the manufacture of controversial weapons, or with a history of high fossil fuel emissions? Suddenly, the numbers may not feel so rewarding.
Values-based […]
Article written by Jason Choy, InvestNow Senior Portfolio Manager – 10th April 2025
Recent market turbulence – sparked by geopolitical tensions, shifting trade policies, and economic uncertainty – has left many investors uneasy. While volatility can be unsettling, it’s important to remember that market fluctuations are a normal part of investing. Even well-diversified, long-term portfolios experience short-term swings.
The key to navigating these periods isn’t reaction – it’s discipline. By focusing on time-tested investing principles, you can avoid costly emotional decisions and […]
Late 2022 Apex Group acquired InvestNow, and in this month’s magazine we sat down with Donna Mason, Country Head for Apex Group here in New Zealand, asking for her perspective on women and investing.
Donna brings over 20 years of experience in the financial services sector, specialising in areas such as funds management, investment administration, strategy, governance, and growth.
As part of the Apex Group, InvestNow benefits from a unique blend of global reach and local […]
Article written by Jason Choy, InvestNow Senior Portfolio Manager – 28th March 2025
An InvestNow survey of 700 customers has revealed some key insights in the way men and women invest – and challenges some common stereotypes.
While conventional wisdom often highlights gender differences, our data tells a different story: male and female investors share far more similarities than differences.
That said, a few key distinctions emerged – particularly […]
Welcome to the February 2025 Manager’s Perspective! Each month, InvestNow invites our investment managers to discuss our monthly theme. This month, we asked Nikko AM and Harbour Asset Management some questions to help you better understand their investment styles, strategies, and perspectives on Retirement Readiness. Read the questions and their responses below.
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Article written by Mike Heath, InvestNow General Manager – 21st February 2025
InvestNow’s first biannual Retirement Readiness Index has identified a distinct lack of confidence in retirement planning among New Zealanders, raising some concerns over the prevalence and quality of retirement planning.
Our goal was to gain insights into individuals’ financial preparedness for retirement, encompassing their retirement plans, confidence in their planning, investment strategies and anticipated retirement lifestyles.
In late 2024, we surveyed 801 InvestNow customers and 500 non-customers through an omnibus survey, […]
