InvestNow News – 12th February – Fisher Funds – IT’S BEEN EMOTIONAL – Panic selling gives way to euphoria and panic buying

Article written by Ashley Gardyne, Fisher Funds – 27th January 2021

Emotions and investing don’t mix well. We have seen both rampant greed and fear at play in markets in the past 12-months and it is worth exploring how recent market euphoria could impact investors in 2021.

We have a new type of panic in 2021 it seems. Unlike early 2020 when […]

InvestNow News – 12th February – Salt Funds Management – January performance update for the Salt NZ Dividend & Property Funds

Update written by Roger Clayton, Salt Funds Management – 12th February 2021

NZ’s S&P/NZX50 Gross ended the volatile month up +0.3%. The strongest performers were Heartland (+12%) on lower bad debt expectations, Trustpower (+10%) as renewables drifted up, and Freightways (+9%) on a strong demand. The worst performers were Tourism Holdings (-13%) and Air New Zealand (-12%) whose Covid-19 […]

InvestNow News – 12th February – Harbour Asset Management – Harbour Outlook: Choppy markets…but with earnings upside

Article written by Harbour Team, Harbour Asset Management – 9th February 2021

The Harbour Investment Outlook summarises recent market developments, what we are monitoring closely and our key views on the outlook for fixed interest, credit and equity markets.

• The COVID-19 vaccine rollout gathered steam during January. Israel, who has given the initial jab to a third of its population, is showing positive early signs. The […]
  

InvestNow News – 12th February – Pie Funds – CIO Report: Excessive speculation rife

Article written by Mark Devcich, Pie Funds – 9th February 2021

Chief Investment Officer Mark Devcich discusses the warning signs he personally looks for.

InvestNow News – 12th February – Pie Funds – A Message from Mike: GameStop stock play goes viral

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

This month CEO and Founder Mike Taylor discusses the GameStop stock play and the lessons we can learn.

InvestNow News – 12th February – Russell Investments – The GameStop reminder: What’s your exposure, right now?

Article written by Richard Nolan, Russell Investments – 5th February 2021

Do you know what you own in your portfolio right now—at the precise moment you’re reading this? How much does it matter?

The events of late January demonstrate all too well the importance of being able to clearly and quickly know your underlying exposures.

The market drama surrounding heavily shorted stocks such as GameStop and AMC Entertainment reached […]

InvestNow News – 5th February – Salt Funds Management – Salt Long Short Fund Fact Sheet – January 2021

Update by Matthew Goodson, Salt Funds Management – 4th February 2021

While not quite repeating the exceptionally strong performance of the prior couple of months, January was another solid period for the Fund, with a return of +1.24%. This pleasingly featured gains from both the short and long books – exactly what one would hope in a choppy month.

While markets continue to be in […]

InvestNow News – 5th February – Harbour Asset Management – When will central banks react to inflation?

Article written by Hamish Pepper, Harbour Asset Management – 29th January 2021

• Higher inflation and the prospect of a reduction in central bank support is becoming a concern among financial market participants.
• We think this risk is low given most economies have spare capacity that is keeping unemployment rates higher and inflation lower than central banks desire.
• The ongoing threat of higher inflation and reduced […]
  

InvestNow News – 5th February – Platinum Asset Management – The New World of Risk – GameStop and Cryptos

Article written by Kerr Neilson, Platinum Asset Management – 1st February 2021

InvestNow News – 5th February – India Avenue – India’s Budget for the Ages

Article written by India Avenue Investment Management Limited – 2021

The Indian Finance Minister yesterday delivered a Budget to the Nation which certainly took the fancy of stock market investors. India’s bellwether Nifty 50 Index has jumped 8% in the last 2 days as both local and global investors applauded the bold reformist moves taken by the Government. The Government also forecasts growth of 11% for FY22 (year ending […]