Manager Panel – Navigating the ESG space in the investing world


Manager Panel – Navigating the ESG space in the investing world

Welcome to the January 2023 Manager Panel! The Manager Panel is where we ask fund managers some questions surrounding a topic. This month we asked Harbour Asset Management and Pathfinder, some questions in relation to the Environmental, Social and Governance (ESG) world of investing. Check out the questions and answers below.

Jorge Waayman, Manager ESG Research – Harbour Asset […]

By |2023-01-31T12:39:20+13:00January 31st, 2023|All, Investing education|0 Comments

From market shake-up to portfolio makeover: how to get your assets into gear after a year in reverse


From market shake-up to portfolio makeover: how to get your assets into gear after a year in reverse

Article written by InvestNow – 22nd December 2022

As 2022 limps to the finish line, investors will be looking forward to better times ahead.

But most will inevitably gaze with horror at the scene captured in the rear-view mirror: it is carnage.

Following a turbulent 12-month period that saw almost all assets bleed red, the majority of investors are likely nursing double-digit […]

By |2023-01-05T09:34:53+13:00December 22nd, 2022|All, Investing education|0 Comments

Manager Panel – 2023 investment outlook


Manager Panel – 2023 investment outlook

Welcome to the December 2022 Manager Panel! The Manager Panel is where we ask fund managers some questions surrounding a topic. This month we asked Harbour Asset Management, Mint Asset Management and TAHITO, some questions about their investment outlook for 2023. Check out the questions and answers below.

Chris Di Leva, Director, Portfolio Manager, Multi Asset Specialist – Harbour Asset Management

By |2022-12-22T09:12:46+13:00December 22nd, 2022|All, Investing education|0 Comments

Global shares – Tax explained: Tips and tricks for building a tax-efficient global shares portfolio


Global shares – Tax explained: Tips and tricks for building a tax-efficient global shares portfolio

Article written by InvestNow – Updated 5th April 2023

Modern platforms, offering instant access to global markets along with a steady stream of new financial products targeting international assets, have kicked the world wide open for Kiwi investors. 

And a growing number of New Zealanders are taking advantage of this new-found freedom to load up on the global investment opportunities unfolding […]

Investing lessons to learn from 2022

Image by Shutterstock: 13_phunkod

Image by Shutterstock: 13_phunkod

Investing lessons to learn from 2022

Article written by Mike Taylor, Pie Funds – 14th November 2022

This year has been a challenge for investors as global markets navigate significant world events. What are some of the key things we can learn from 2022? Founder and CEO Mike Taylor explains.

Significant global events have meant rocky markets this year, resulting in a bear market. Downturns are never enjoyable for anyone, but […]

By |2022-12-01T09:26:17+13:00December 1st, 2022|All, Investing education|0 Comments

Getting to know the new Foundation Series funds


Getting to know the new Foundation Series funds

Article written by InvestNow – 1st December 2022

We’re pleased to welcome the Foundation Series US 500 Fund and the Foundation Series Total World Fund onto InvestNow. These two new global shares funds feature some of the lowest management fees of any PIE fund in NZ.

7 great reasons to consider the new Foundation Series US 500 and Total World Funds:

  1. Incredibly low on-going management fees of just 0.03% and 0.07% per […]
By |2023-07-06T15:49:04+12:00November 29th, 2022|All, Managed funds|6 Comments

The investment wow factor: why tax matters


The investment wow factor: why tax matters

Article written by Anthony Edmonds, Founder and Managing Director of InvestNow – 5th October 2022

It was the briefcases.

Watching dancers twirling the old-fashioned hard-case executive handbags at the recent World of WearableArts (WOW) show in Wellington transported me to glamorous memories of… tax.

Everyone had briefcases then, including the sharebroker (now rebranded as a ‘wealth adviser’) who was explaining how his company – which managed many billions of dollars on behalf of […]

By |2022-10-06T10:14:58+13:00October 5th, 2022|All, Investing education|1 Comment

Manager Panel – Tax


Manager Panel – Tax

Welcome to the September 2022 Manager Panel! The Manager Panel is where we ask fund managers some questions surrounding a topic. This month we asked Russell Investments and Salt Funds Management some questions in regards to tax in investing. Check out the questions and answers below.

Scott O’Ryan, Business Development Manager – Investor Services – Russell Investments

Q1: What […]

By |2022-09-30T16:09:26+13:00September 30th, 2022|All|0 Comments

How to invest in a VUCA World


How to invest in a VUCA World

Article written by David Boyle, Mint Asset Management – 8th September 2022

I have never been a fan of social media. And yes, I can hear the sniggers from my friends and peers, given I do post a lot of my thoughts and articles on it, and occasionally show my friends what I have been up to. Most of which has been highlighting just how beautiful New Zealand is during the […]

By |2022-09-20T12:51:49+12:00September 20th, 2022|All|0 Comments

Boots and all compliance: what the AML rules and airport security have in common


Boots and all compliance: what the AML rules and airport security have in common

Article written by Anthony Edmonds, InvestNow – 5th September 2022

Last week I flew on a plane.

At airport security, I took off my belt as per instructions. Pleasingly, my trousers didn’t fall down because I’ve gotten so fat during our long wet winter. I also removed the laptop from my bag before heading through the security gate.

An officious airport guard pulled me aside at […]

By |2022-09-14T11:31:43+12:00September 5th, 2022|All, Investing education|2 Comments