InvestNow News 3rd August 2018 – Harbour Asset Management – Harbour Navigator

1st August 2018

  • Economic activity is moderating
  • Early signs of inflation rising from low base
  • But RBNZ likely on hold for a considerable time

A key theme for the New Zealand economy in 2018 has been the potential crossroads facing the economic outlook. For the past 5 years, we have seen strong economic activity and low inflation keeping interest rates low and asset prices high. However, looking forward there are signs that economic activity is moderating at the same time as inflation pressures […]

By |2018-08-23T10:42:03+12:00August 3rd, 2018|Fund Manager News|0 Comments

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.

By |2018-08-23T10:43:02+12:00August 3rd, 2018|Fund Manager News|0 Comments

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.

Read the full article >

By |2018-08-23T10:42:39+12:00August 3rd, 2018|Fund Manager News|0 Comments

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.

By |2018-08-23T10:41:35+12:00August 3rd, 2018|Fund Manager News|0 Comments

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..

See what they found >

By |2018-08-23T10:43:45+12:00July 27th, 2018|Fund Manager News|0 Comments

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.

The full year report >

By |2018-08-23T10:43:36+12:00July 27th, 2018|Fund Manager News|0 Comments

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

[…]

By |2018-08-23T10:43:25+12:00July 27th, 2018|Fund Manager News|0 Comments

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 […]

By |2018-08-23T10:43:13+12:00July 27th, 2018|Fund Manager News|0 Comments

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 […]

By |2019-06-25T16:11:22+12:00July 27th, 2018|Fund Manager News|0 Comments

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 […]
By |2018-08-23T10:46:37+12:00July 13th, 2018|Fund Manager News|0 Comments