InvestNow News – 11th December – Franklin Templeton – A RELIABLE FRAMEWORK HELPS MANAGE RISK

Article written by Andrew Bogle & Kevin O’Neil, Franklin Templeton – 9th November 2020

Brandywine Global: Our view on risk management within our multi-sector and credit-oriented strategies.

The term “risk management” is universally espoused in the investment community but not necessarily universally implemented. At Brandywine Global, the ultimate purpose of risk management is to minimize the permanent loss of client capital. Furthermore, risk management is especially important when managing […]

InvestNow News – 11th December – Franklin Templeton – DECODING CHINA’S RATE MARKET CONUNDRUM

Article written by Tracy Chen, Franklin Templeton – 26th October 2020

Brandywine Global: We assess the true indicators of the PBOC monetary stance, reasons for the market rate selloff, and whether China’s onshore bonds offer value.

With China’s policymakers’ resolve to attract foreign capital to its onshore bond market and the country’s gradual inclusion in global bond indices, foreign investors are assessing the merits of investing in that market. Unfortunately, […]

InvestNow News – 11th December – Fisher Funds – THE WAR AGAINST COVID – The end of the beginning?

Article written by Frank Jasper, Fisher Funds – 4th December 2020

In a speech to the House of Commons Winston Churchill famously described the Allies’ win in the second battle of El Alamein as the “end of the beginning.” It was a wonderful, stirring speech and it was prophetic. Victory at El Alamein changed the course of the Second World War ultimately resulting in […]

InvestNow News – 11th December – APN – Property: On the nose or smelling like a bargain?

Article written by Tim Slattery, APN – 16th November 2020

InvestNow News – 11th December – APN – Asia reveals its muscle to Australian income investors

Article written by Matthew Coleman, APN – 17th November 2020

InvestNow News – 4th December – Salt Funds Management – Salt Long Short Fund Fact Sheet – November 2020

Article written by Matthew Goodson, Salt Funds Management – 3rd December 2020

November was something of a watershed month for the Fund, with a record performance outcome of +8.31%.

Firstly, stock selection was very strong, with a number of large winners.

InvestNow News – 4th December – ANZ Investments – The month ahead – December 2020

Article written by ANZ – 27th November 2020

Equity markets rebounded in November, regaining most of October’s losses, with some indices making new all-time highs. The optimism came after some promising results from phase 3 COVID-19 vaccine trials from several drug companies.

By late-November, the broader S&P 500 was up more than 7%, while the NASDAQ 100 was also showing solid gains for the month, up more than 5%. […]

InvestNow News – 4th December – ANZ Investments – The Weekly Snapshot – 30 November

Article written by ANZ – 30th November 2020

Most equity markets recorded modest gains last week as the focus for investors remained on the coronavirus situation. In the US – a shortened week for Thanksgiving – the S&P 500 and NASDAQ 100 both ended the week up more than 2%, while the Dow Jones Industrial Average traded above 30,000 for the first time.

In New Zealand, the NZX 50 […]

InvestNow News – 27th November – India Avenue – The Why, How, What and When of Investing in India

Article written by India Avenue Investment Management Australia Pty. Ltd. – 2020

In this paper we reflect on some of our client discussions when engaging on investing in India. These discussions range from retail, high net worth to institutional clients. Commonly asked questions are:

1. Why should I even consider India as an investment option – it is not on the radar
2. Shouldn’t I just […]
   

InvestNow News – 27th November – ANZ Investments – The Weekly Snapshot – 23 November

Article written by ANZ – 23rd November 2020

It was an up and down week for global equity markets, with most major benchmarks in the US finishing the week within 1% of where they started. The to and fro came as sentiment jumped between worsening coronavirus data, but some positive news on the vaccine front.

Down under, the NZX 50 was one of the worst-performing indices, ending the week […]