InvestNow News 3rd August – Nikko AM – 2018 Annual Scheme Report – July 2018
Here is a link to the 2018 annual scheme report for the Nikko AM NZ Investment Scheme.
InvestNow News 3rd August – Morphic – Anti-Outlook for 2018 – July 2018
Once some things are ruled as unlikely, then it should help narrow down by what is left as implying what we think will happen. Discover our scorecard for the first half of 2018 and our anti-forecasts for what we think won’t happen over the next 6 months.
InvestNow News 3rd August – AMP Capital – Quarterly Responsible Investing Report- July 2018
23rd July 2018
The AMP Capital Responsible Investing Update provides quarterly fund commentary and performance for our Responsible Investment Leaders (RIL) Funds. It also provides an update on key responsible investment engagement themes.
For the latest insights, read the Responsible Investing Update for the second quarter of 2018.
InvestNow News 29th July – Morphic – World Cup Lessons for Investors – July 2018
Morphic Asset Management took at a look at the recent FIFA Football World Cup, to see what lessons that sporting event offered to investors..
InvestNow News 29th July – Morphic – Half Year Report – June 2018
Morphic Half Year Report – Jan to Jun 2018
The July 2018 half yearly report reviews what happened in Morphic’s stock holdings and the market during the last six months and provides their outlook for the rest of the year.
They finish with their “anti-predictions”, these being the things that they think will not happen.
InvestNow News 29th July – Fisher Funds – July 2018 Newsletter
In their July newsletter, Fisher Funds cover:
- Bruce McLachlan, CEO, take a look at debt and interest rates
- A snapshot of the key factors driving the performance of markets and their funds last month
- Chief Investment Officer Frank Jasper, takes a look at Australian Company Brambles
- Senior Investment Analyst Harry Smith, updates of developments in the e-sports market
- Xero and their plans for the UK market
[…]
InvestNow News 29th July – AMP Capital – Quarterly Strategic Outlook – July 2018
23rd July 2018
Bevan Graham, NZ Chief Economist AMP Capital, and Greg Fleming, Head of Investment Strategy AMP Capital, provide their latest economic and strategy views.
“A relatively stable global growth outlook belies an underlying divergence in prospects, especially among the key developed economies. Following a period of synchronised upward momentum through 2017, mid-way through 2018 it is only the United States with continued momentum.
After a typically weak start to the year, US GDP growth appears
to be bouncing back […]
Putting your lazy cash to work
If some of you were wondering why you’ve been receiving an e-mail suggesting you put your cash to work, here is the explanation.
Many customers ask if the Transaction Account is interest bearing, which it is not (refer to the FAQ here). However, what the FAQ also covers is our commitment to remind you when you have cash sitting in your Transaction Account that really isn’t working hard for you at all. We like to call this Lazy Cash.
This month we kicked off our new Lazy Cash alerts service.
If […]
InvestNow News 13th July 2018 – Pathfinder – June 2018 Update
The world, according to Deutsche Bank researchers, remains in a pretty good place. Global growth of 3.9% is expected this year, slightly ahead 2017. This is made up of marginally higher emerging markets growth (5.1% ) and flat developed markets growth (2.3% ). The numbers don’t sound especially high,but in apost-GFC world thisisa very solid outcome.
A positive view: While Deutsche remain positive, they also expect 2018 to mark the peak of this cycle’s growth. For the […]
InvestNow News 13th July – Russell Investments – Global Market Outlook – July 2018
The recent political crisis in Italy has come and gone, but trade wars appear here to stay. U.S. growth leadership will fade in our view as Europe and Japan improve. China is resilient and the U.S. dollar rally is running out of steam.
Trade-war tightrope
The dual headwinds of Italian political volatility and escalating trade-war fears have not stopped equity markets from staging a choppy rebound from their March 2018 lows. The U.S. 10-year Treasury yield has found stiff resistance to moving above […]