InvestNow News – 12th March – Fisher Funds – INVESTING HIGHLIGHTS & LOWLIGHTS – February 2021 – Fisher Funds KiwiSaver & Managed Funds

Article written by Fisher Funds – 4th March 2021

A SNAPSHOT OF THE KEY FACTORS DRIVING THE PERFORMANCE OF MARKETS AND YOUR FUNDS LAST MONTH

All Fund returns below are after fees & before tax

New Zealand Growth Fund

The NZ Growth Fund was down -5.1% in February. Shares in global cinema software business 

InvestNow News – 12th March – Pie Funds – A Message from Mike: Bond yields race higher

Article written by Mike Taylor, Pie Funds – 9th March 2021

This month CEO and Founder Mike Taylor discusses the recent volatility in the bond market.

InvestNow News – 12th March – Castle Point – 2021 Is Already Shaping To Be A Challenging Year For Investors

Article written by Stephen Bennie, Castle Point – 2021

It is clearly a disappointment that 2021 has started in a more volatile fashion than 2020 did. It wasn’t actually until Mid-March that 2020 saw volatility, although clearly it was extremely volatile from that point onwards. Since the very start of this year though, 2021 has seen a series of events that has […]

InvestNow News – 5th March – Russell Investments – 2021 equities outlook: Value’s time to shine?

Article written by Andrew Zenonos, Russell Investments – 25th February 2021

Resetting the cycle: The old normal

For mostly obvious reasons, 2020 was the wildest year in recent memory for the global economy and markets across all asset classes. We saw markets fall and economic activity collapse, only to rebound in the space of months, buoyed by record amounts of monetary and fiscal stimulus. As we begin 2021, the […]

InvestNow News – 5th March – Russell Investments – Stuck between a rock and a hard place? How interim transition management can help.

Article written by Danny Sobba, Russell Investments – 24th February 2021

Managing exposures in 2021

Interim transition management. Compared to traditional approaches, interim TM promises both ease-of-use and significant cost savings. But is it possible to have the best of both worlds? We believe the answer is yes.

Investment manager changes are a frequent occurrence for institutional investors and sometimes these changes are required […]

InvestNow News – 5th March – Russell Investments – DB plan hibernation: Does it really work?

Article written by Justin Owens, Russell Investments – 24th February 2021

Nearly five years have passed since we first issued our guide to pension plan hibernation. Since that time, this concept has resonated across our client base and in the pension industry.

Plan hibernation does not ignore that a closed and frozen defined benefit (DB) plan will eventually terminate. Plan hibernation simply holds the plan in […]

InvestNow Top 30 Most Popular Managed Funds – Jan 2021

Here are the Top 30 most popular funds on InvestNow as at 31st January 2021.  The chart shows the percentages of portfolios which have invested in the Top 30.

Click the chart to open it up in a separate window/tab.

InvestNow News – 19th February – Russell Investments – Don’t tax you, don’t tax me, tax that fellow behind the tree: Looking at the path of possible tax rate changes.

Article written by Frank Pape, Russell Investments – 12th February 2021

What should investors do when President Biden raises investment tax rates? Hold the phone, nothing is certain. For tax rate changes, the questions are if? And if so, then when? How? Whose plan? What rates?

In discussions with advisors and colleagues, many assume that with President Biden […]

InvestNow News – 19th February – Russell Investments – 4 key questions in the wake of the post-Brexit trade deal

Article written by Van Luu, Russell Investments – 11th February 2021

Barely a week before the transition period was due to end on Dec. 31, 2020, the UK and the European Union (EU) reached a post-Brexit trade deal, officially known as the EU-UK Trade and Cooperation Agreement. While avoiding the potential chaos of a no-deal outcome was welcome on both sides, the free trade agreement portion […]

InvestNow News – 12th February – Fisher Funds – NEW YEAR, NEW START – Refreshing responsible investing

Article written by Frank Jasper, Fisher Funds – 27th January 2021

Responsible investing is one of the key drivers of how we manage your money. We firmly believe that this is not only the right thing to do but it is the smart thing to do. Companies with business models that are not sustainable, either socially or environmentally, ultimately make bad investments. To start 2021 we […]