“In our blog post of June 13 we argued that, on the whole, emerging markets are in generally better shape to withstand higher US interest and exchange rates than they have been in previous periods of stress. In general, growth across the emerging market complex is stronger, external imbalances are smaller […]
The Annual Report for your investment with Devon Funds for the year ending 31 March 2018 is now available. You can access and download a copy of the Annual Report here .
You can also download a copy of the PDS and Statement of Investment Policies and Objectives (SIPO).
Mint Portfolios Returns & Commentaries – July 2018
Mint’s Monthly Fact Sheet / Commentary is available here >
Harbour Navigator: Regime Change at the RBNZ
14th August 2018
10 August 2018
Jack Lowenstein, Morphic’s Managing Director, talks about the opportunities and the economies of China and India on Bloomberg.
2018 OUTLOOK – IS RECESSION AROUND THE CORNER?
13 August 2018
This outlook is part of our latest Half Year report published in July.
“Whilst economic data in the last half was broadly expansionary, clearly equity returns were not as great. For this Outlook section, let’s take a step back and firstly talk about the most common phrase heard amongst the bears: “the flattening yield curve means recession is […]
Global Multi-Asset Fund Update
You are invited to take part in a live webinar with Greg Fleming, Head of Investment Strategy and Matthew Hopkins, Senior Portfolio Manager:
Here is what the webinar will cover:
“Goals-based investing is an approach which aims to help people meet their personal and lifestyle […]
“It’s great to see the responsible investment market going from strength to strength in the fourth annual New Zealand Responsible Investment Benchmark report, released today by the Responsible Investment Association of Australasia (RIAA). I’d like to share some highlights of the report which reinforces the drive behind responsible investment […]
NZ labour market and a sneak peek at next week’s MPS
“I was a tad apprehensive about this week’s Household Labour Force Survey (HLFS). Seemingly every day we are hearing about how grumpy the business community is and the implications for hiring and investment. The good news is that firms were still hiring, at least they were up until […]
The Power of Collaboration
As professional investors our objective is to achieve the best risk adjusted returns for our clients. This objective is clear and enduring but the framework that we operate in is constantly evolving. The rules and regulations around investing are dynamic as are the economies and companies that we consider for investment.
What is also currently undergoing a change is the level of momentum behind people’s desire for their investments not to just generate financial returns but also to make a […]