InvestNow News – 27th November – Harbour Asset Management – RBNZ to drive retail rates lower

Article written by Hamish Pepper, Harbour Asset Management – 23rd November 2020

• The RBNZ has confirmed that cheaper bank funding will be here in time for Christmas via its Funding for Lending Programme (FLP).
• This will provide fresh impetus for banks to lower lending and deposit rates.
• Lower mortgage rates will likely boost an already-booming housing market. Lower term deposit rates may encourage consumer spending and […]
  

InvestNow News – 27th November – India Avenue – India’s 5-year return profile

Article written by India Avenue Investment Management Limited – 2020

Investors who are investing savings for growth should have a long-term investment horizon as their needs are generally to meet long-term goals. Whilst goals can be anywhere from 3 to 20 years away, most associate a horizon of 5 years as an adequate time frame to assess an investment.

When considering investment in a market like India, our experience is that […]

InvestNow News – 27th November – Antipodes – White paper: The catalysts to unlocking value

Article written by Alison Savas, Antipodes – 11th November 2020

Today, investors find themselves in the midst of a “growth at any price” bubble, characterised by very high concentration in market capitalisation, narrow performance breadth and extraordinarily high valuation multiple dispersion. The chase for high growth has been driven by a generational collapse in real yields with COVID-19 acting as an accelerant. This outcome has left many […]

InvestNow News – 20th November – Fund Updates for October 2020

Fund updates from our fund managers – October 2020

Harbour – T. Rowe Price Global Equity Growth Fund

Milford – Australian Absolute Growth Fund

Milford – Active Growth Fund

Milford – Balanced Fund

Milford – Conservative Fund

Milford – Diversified Income Fund

Milford – Dynamic Fund

Milford […]

InvestNow News – 20th November – Pie Funds – How will a Covid vaccine impact shares?

Article written by Mike Taylor, Pie Funds – 17th November 2020

It’s been quite a year for companies, with clear division between the Covid-19 winners and losers, writes Mike Taylor, CEO and founder of Pie Funds. 

The US share market and economy hardly reacted at all to the 1918 Spanish Flu. This shows that, sadly, the share market is a cold-blooded beast irreverent to human suffering or economic […]

InvestNow News – 20th November – Pie Funds – What’s driving house prices?

Article written by Mike Taylor, Pie Funds – 17th November 2020

New Zealand’s housing market is booming. What’s driving it? Pie Funds CEO and Founder Mike Taylor explains.

When Covid-19 hit New Zealand’s shores in early March, many predicted that the economy would crash and the housing market would collapse. Some economists predicted house prices could drop at least 10 per cent.

However, as we head into Christmas with the drawbridge still […]

InvestNow News – 20th November – Platinum Asset Management – Tapping into Exaggerated Demise and Underappreciated Growth

Article written by Henry Polkinghorne, Platinum Asset Management – 9th November 2020

InvestNow News – 6th November – Russell Investments – Patience required: How the close vote count may (or may not) impact markets and investors

Article written by Paul Eitelman, Russell Investments – 4th November 2020

InvestNow News – 6th November – ANZ Investments – The Weekly Snapshot – 2 November

Article written by ANZ – November 2020

Equity markets had a volatile week with indices in the US, Europe and Asia all ending lower amid rising COVID-19 cases and uncertainty ahead of the US election. The week saw some significant intraday volatility, which saw the VIX Index – a measure of market volatility – rise to its highest level in more than four months. By the end of […]

InvestNow News – 30th October – Mint Asset Management – Capital diet: how investors can generate income in a negative rates world

Article written by Mint Asset Management – 31st August 2020

The hunt for yield is on again, with a vengeance. But how much risk will investors take to get it, and do they really understand what chasing high yield means for their hard-earned savings? Mint chief executive, Rebecca Thomas, explains why eating some capital return is a better option for income-hungry […]