InvestNow News 13th July 2018 – Salt Funds Management – June Fact Sheets
June 2018
The June fact sheets are now available for Salt Enhanced Property Fund and Salt NZ Dividend Appreciation Fund.
InvestNow News 13th July 2018 – Morphic Asset Management – Morphic Global Opportunities Fund Monthly Report June 2018
Portfolio review
The Fund fell -0.3% in June, trailing global markets for the month (1.9%). Global markets fell -0.7% in USD terms, with a decent fall in the Australian dollar providing a cushion for Australian investors.
If May was characterised by a lack of direction, June was about“divergence”. President Trump’s trade rhetoric and increasing “titfor tat” replies from China and Europe dominated headlines and markets. US markets were up 0.5%, but in […]
InvestNow News 13th July 2018 – Harbour Asset Management – Harbour Outlook
9th July 2018
Key developments
In recent months we have highlighted how economies and markets seem at a crossroads. In June, there was further evidence of an upcoming moderation in domestic economic activity whilst cost pressures appear to be rising. Looking forward, this is a theme that remains near the top of our list of what to watch most closely on the horizon.
Looking back over June, while some macroeconomic data in Europe and Asia disappointed, economic activity in the US remained robust, with […]
InvestNow News 13th July – AMP Capital – Market Watch July 2018
6th July 2018
Watch a recording of the July 2018 Market Watch update from Bevan Graham, NZ Chief Economist AMP Capital (click the image below)
InvestNow News 13th July – AMP Capital – Chances of a rate cut?
Bevan Graham, NZ Chief Economist AMP Capital
6th July 2018
Continued weakness in business confidence is posing downside risks to the growth outlook. From an RBNZ perspective it’s not as simple as lower growth meaning lower interest rates. Lower growth can still be consistent with higher inflation in a capacity-constrained economy. Our base case remains that the next move is a hike, but it’s a long way off. And it’s certainly the case that if the RBNZ feels the need to do anything soon, it’s more likely to […]
InvestNow News 6th July – Russell Investments – Global Fixed Income Q&A
In June, James Mitchell (Russell Investments Senior Portfolio Manager, Global Fixed Income) visited New Zealand presenting his outlook for Global Fixed Income. Russell Investments have put together a record of the main topics that James covered during his presentations.
Read the full Q&A here.
InvestNow News 6th July 2018 – AMP Capital – Webinar for the Income Generator Fund
If you missed the webinar hosted by Greg Fleming (AMP Capital, Head of Investment Strategy NZ) on their Income Generator Fund, or would like to take another listen at what was covered, here is a link to a recording of Greg presentation.
InvestNow News 6th July 2018 – Devon Funds Management – Monthly Report June 2018
Australia’s Time to Shine?
At Devon we focus a significant amount of time and energy on the Australian stock market and we have a heavy investment weighting to it across many of our funds. In recent months our Australian exposure has performed well and has helped drive the good returns we have achieved, however over the past five years the Australian market has notably underperformed the New Zealand market. As we look to the future we are of the view that valuations […]
InvestNow News 6th July – The Most Popular Funds, Our Top 30
Here are the Top 30 most popular funds on InvestNow as at 30th June 2018. The chart shows the percentages of portfolios which have invested in the Top 30.
Here are some interesting highlights from the data:
- 30% are passive funds
- 47% are international equities funds
- 33% are Australian equities funds
- 7% are listed property funds
The full results are available below (click the chart to open it up in a separate window/tab).