InvestNow News – 11th February – Elevation Capital Global Shares Fund – January 2022 Update
InvestNow News – 11th February – Elevation Capital Global Shares Fund – January 2022 Update
Update written by Elevation Capital
InvestNow News – 11th February – Devon – Rewarding the value hunters
InvestNow News – 11th February – Devon – Rewarding the value hunters
Article written by Devon – 2022
This month’s interest piece has been written by Devon’s Head of Retail, Greg Smith.
It has been one of the most volatile starts to a year on record, with the catalyst for investor angst not having been Omicron, but instead fears over rising interest rates, and the knock-on impact to economic growth. This has given rise to some concerns over […]
InvestNow News – 11th February – Pie Funds – CIO Report: Volatility creates more opportunities
InvestNow News – 11th February – Pie Funds – CIO Report: Volatility creates more opportunities
Article written by Mark Devcich, Pie Funds – 28th January 2022
Chief Investment Officer Mark Devcich on the latest market conditions.
January was one of the more difficult months as the thematics that persisted at the end of last year became exacerbated, and there were few places to hide.
Investors sold off stocks, especially faster-growing technology companies, as concerns about central bank liquidity withdrawals and increasing interest rates impacted valuations.
There was […]
InvestNow News – 4th February – Harbour Asset Management – Social Spotlight III: Modern Slavery
InvestNow News – 4th February – Harbour Asset Management – Social Spotlight III: Modern Slavery
Article written by Jorge Waayman, Harbour Asset Management – 2nd February 2022
The Harbour Social Spotlight is a three-part series summarising our recent research project into ESG-related issues. (Part 1, Part 2)
- Modern slavery is a key social issue still occurring today and is a core aspect to be addressed as part of the United Nation’s Sustainable Development Goals
- In our final article following our research project on social […]
InvestNow News – 4th February – Harbour Asset Management – Uncertainty around hawkish central banks has led to volatility
InvestNow News – 4th February – Harbour Asset Management – Uncertainty around hawkish central banks has led to volatility
Article written by Harbour Team, Harbour Asset Management – 1st February 2022
- Global equity markets were strong in 2021 benefiting from accommodative central banks and record earnings growth to spur on returns
- Loose monetary and fiscal policy, implemented in response to the COVID-19 pandemic, has led to an increase in inflation, which central banks now need to combat
- Uncertainty around the exact extent of future […]
InvestNow News – 28th January – ANZ Investments – Market Flash: Equity markets start the year lower on inflation and geopolitical concerns
InvestNow News – 28th January – ANZ Investments – Market Flash: Equity markets start the year lower on inflation and geopolitical concerns
Article written by ANZ Investments – 25th January 2022
As you may have seen or read, equity markets have started 2022 on the back foot. The weakness comes as inflation in many parts of the world remains at decade-highs, which has seen investors prepare for higher interest rates – a scenario where equities can underperform. Furthermore, geopolitical tensions in Europe have exacerbated the […]
InvestNow News – 28th January – Pie Funds – A Message from Mike: Planning for 2022
InvestNow News – 28th January – Pie Funds – A Message from Mike: Planning for 2022
Article written by Mike Taylor, Pie Funds – 13th January 2022
This month CEO and Founder Mike Taylor discusses Pie’s plan for the year ahead.
Welcome back! After another year suffering multiple lockdowns it was great to have some freedom and enjoy some fantastic summer weather. Two of Pie’s international employees contracted Covid-19 (Omicron variant) over the break, but I’m pleased to say both have recovered after having just mild […]
InvestNow News – 17th December – Harbour Asset Management – Top 10 risks (and opportunities) for 2022
InvestNow News – 17th December – Harbour Asset Management – Top 10 risks (and opportunities) for 2022
Article written by Hamish Pepper, Chris Di Leva, Harbour Asset Management – 17th December 2021
Looking back on 2021 it is interesting to ponder how it will go down in history. Could it be seen as the year that inflation had a momentary resurgence before fading back into the background, or the year that entered us into a new normal? Could it be seen as the year that […]
InvestNow News – 10th December – Pie Funds – CIO Report: Inflation and Covid-19 concerns take effect
InvestNow News – 10th December – Pie Funds – CIO Report: Inflation and Covid-19 concerns take effect
Article written by Mark Devcich, Pie Funds – 8th December 2021
Chief Investment Officer Mark Devcich on the latest market conditions.
November was on track to be another good month, continuing the strong momentum from October until the last week of the month.
Global markets took a fall initially on concerns around heightened inflation and the news of the newest Covid-19 strain, Omicron.
The virus mutates
Touching on Omicron first, we […]
InvestNow News – 10th December – Devon – Navigating familiar themes
InvestNow News – 10th December – Devon – Navigating familiar themes
Article written by Greg Smith, Head of Retail, Devon – 2021
This month’s interest piece has been written by Devon’s Head of Retail, Greg Smith.
As we enter December and the final stanza of 2021, the year will be remembered as anything but dull. Markets have generally coped with a number of bolts from the blue, as economies have continued to rebound from the pandemic against the […]