Article written by Fisher Funds – 17th December 2020
Article written by Hamish Pepper, Harbour Asset Management – 23rd December 2020
Update by Elevation Capital – November 2020
Article written by Joseph Davis, Vangaurd – December 2020
The COVID-19 pandemic has produced the most pronounced economic shock in nearly a century. In 2020, recessions around the world were sharp and deep, with significant supply-chain disruptions at times. That said, perhaps more than in previous recessions, policymakers were aggressive in supporting financial markets and their economies. While the global economy continues to recover as […]
Article written by Guy Thornewill, Pie Funds – 11th December 2020
European markets are set to outperform in 2021, writes Guy Thornewill, Pie’s Head of Research UK and Europe and Senior Investment Analyst.
This year has been one of the most volatile periods for share markets in recent history. The Covid-19 pandemic has caused unprecedented changes in economies, companies, and the lives of ordinary people. Europe has […]
Article written by Pie Funds – 10th December 2020
With term deposit rates with most New Zealand’s major banks now under 1%*, the scene is set for many term deposits to earn next to nothing, or even go backwards after tax, in 2021.
Whether it’s a bull or bear market, you don’t want your term deposits locked in. You want to be able to respond quickly to opportunities and […]
Article written by Francis A. Scotland & Jack P. McIntyre, Franklin Templeton – 8th December 2020
Brandywine Global offers reasons for better global growth in 2021.
A bevy of traditional macro-indicators point to better global economic growth for 2021. Some of these indicators include the lagged influence of falling bond yields, the cumulative effect of past policy stimulus measures, the low level of […]
Update written by Roger Clayton, Salt Funds Management – 10th December 2020
In New Zealand, the S&P/NZX50 Gross rose +5.7% in November, led by Fletcher Building (+37%) on a strong earnings update, Air New Zealand (+28%) on vaccine optimism, and Meridian Energy (+21%) on persistent clean energy fund ETF buying. The most notable detractors were Pushpay (-22%) on slowing customer growth and Sanford […]
Article written by Mike Taylor, Pie Funds – 4th December 2020
November was record breaking for many reasons. The fastest ever vaccine produced, the first ever US president not to concede the election after polling results, and the best month for stocks on record. As we leave the political debate for another forum and […]
Article written by Reina Berlien, Franklin Templeton – 5th October 2020
Brandywine Global: Improving ESG scores, higher credit ratings, and lower borrowing costs may be a few things to look forward to in 2021.
We are often asked, “is there a country we wouldn’t invest in based purely on ESG factors alone?” It’s a fair question, particularly as we advance our ESG analysis […]