7th August 2018

In recent months, we have highlighted how the New Zealand economy and markets seem at a crossroads, with a moderation in domestic economic activity whilst cost pressures appear to be rising. With further evidence of this scenario playing out in July, we look into the implications for the rates market through monetary and fiscal policy, as well as the impact on New Zealand equity valuations.

But first, looking back over July, global news continued to […]

Legg Mason have published their Brandywine Global Fixed Income Commentary for the June quarter 2018.

Read the full report here >

Here is the July fund update for the Elevation Capital Value Fund.

Welcome to the Winter 2018 edition of AMP Capital’s taking stock.

Featured in this issue are:

• Lead story: Why multi-manager investing?
• Heads I win, tails you lose: How e-commerce is shaping global real estate
• How managing the wrong risks may make clients poorer in retirement
• Investment corner: Debunking 3 myths around global listed infrastructure
• Product spotlight: Core Global Shares Fund

Read the Winter Edition >

June 2018

Russell have published their latest edition of Market Overview, a quarterly commentary on market events from Q2 2018.

Key highlights from the quarter were:

• NZ equities jumped 7.7%, due, in part, to the reallocation by global investors to New Zealand after its weight in global equity indices increased.
• Global equities (hedged), rose 3.1% with strong economic and earnings data boosting investor sentiment during what was a volatile quarter.
• Global bonds rose 0.2% with yields on longer-term […]
  

9th August 2018

Mint Asset Management have published their Annual Report Advice.

A full copy is available here >

Portfolio review

The Fund rose 0.7% in July, trailing global markets for the month (2.4%). Global markets rallied +2.9% in USD terms, with a small rise in the Australian dollar providing the difference.

Headlines on the trade war between the U.S. and China continued to drive markets. Equities initially rallied on news that both countries were holding trade talks, though gave up some of the earlier gains after news that they made little progress in resolving trade disputes. […]