InvestNow’s 10 investing principles

Article written by InvestNow – 30th June 2022

1. Invest now

The best time to start investing is right away; compound returns pile up over time so the sooner the better. But the investment universe is a vast and complex space that requires knowledge, patience and risk management. Starting small, making regular contributions into diversified funds is a great place to start. Investing is not the same as trading or trying to time the market.

2. […]

To the moon (and back): what to do in down times

Article written by InvestNow – 3rd June 2022

More than two years after the COVID-induced market crash of March 2020 investors are squaring up to some new questions in a different kind of down.

The relentless negative trend has seen most share markets falling double-digits below the highs posted at the end of 2021.

Despite a healthy little bounce at the end of May, the main NZ share market […]

Manager Panel – Financial Services Council ‘It Starts With Action’ campaign

Welcome to the May 2022 Manager Panel! Each month, where relevant, InvestNow will ask some of our fund managers some questions surrounding a topic. This month we asked Macquarie Asset Management, Mint Asset Management and Pie Funds some questions in relation to the Financial Services Council (FSC) ‘It Starts With Action‘ campaign. The campaign aims to grow women’s financial wellbeing and we are really […]

Why timing the market is a fool’s game.

Article written by Marek Krzeczkowski, Portfolio Manager and Henry Morrison-Jones, Investment Analyst at Mint Asset Management – 2nd May 2022

During bouts of market volatility, we often get questions from our clients about what changes we have made to our funds and whether it is a good idea for them to try and time the market. Despite how tempting it can be to sell during periods of uncertainty, making changes […]

The dark side of the NZ investment world

Article written by InvestNow – 3rd May 2022

The NZ investment world, like the moon, has a permanent dark side.

And operating beyond the brightly lit licensed fund hemisphere, wholesale managers have long flourished in the regulatory shadows.

The NZ wholesale investment market, though, remains largely an unknown space even to the Financial Markets Authority (FMA), which claims loose governance powers over the territory.

But the regulator is at long last about to […]

Why the passive-active choice is not either-or

Article written by InvestNow – 3rd May 2022

Passive is the new black.

The index-based style has now taken hold in almost all market sectors, wowing investors with its low-cost look and promise of long-term competitive performance relative to its active peers.

Yet despite its apparent universal stage-appeal, passive investment is hardly a one-strategy-fits-all model; and active management has not gone out of fashion, regardless of what some critics say.

The index trend has […]

Manager Panel – Understand what you are investing in

Welcome to the April 2022 Manager Panel! Each month, where relevant, InvestNow will ask some of our fund managers some questions surrounding a topic. This month we asked Castle Point and Salt Funds Management some questions to help you understand them, their investing style and their funds better. Read the questions and their responses below.

Stephen Bennie, Co-Founder – Castle Point

Join the Club – Financial wellbeing for Women

Article written by Rebecca Thomas, Chief Executive Officer, Mint Asset Management – 4th March 2022

A report on Financial Wellbeing of Women, released in December 2021 by the Financial Services Council (FSC), revealed that perceived confidence, preparation and investment literacy among Women when it comes to their finances is low. Despite the fact that research shows that Women are engaged with budgeting, saving and investing. The key […]

This time in the market: why some things never change

Article written by InvestNow – 1st April 2022

“Time is what keeps everything from happening at once.” 

If the famous saying – often (wrongly) attributed to either of the default quote guys, Albert Einstein and Mark Twain – is right then the events of the last couple of years might suggest the world is running out of time. 

Everything is happening at once: global pandemic; […]

Mixed messages: why diversification still matters

Article written by InvestNow – 1st April 2022

Over the last couple of years retail investors across the world have herded into online share-trading platforms at an astonishing rate.

In a new report on sector, the International Organization of Securities Commissions (IOSCO) notes: “Retail trading historically comprised, on average, roughly 10% of all U.S. equities trading volume (prior to the COVID-19 pandemic). That figure reportedly doubled to roughly 20% in 2020, and reached […]