Article written by Andrew Clifford, Platinum Asset Management – 14th October 2020
Article written by Giuseppe Corona, AMP Capital – 6th October 2020
We believe energy will be both a challenge and an opportunity in the next 30 years. While in the past the focus was on the safety of supply and cost, we have now understood the price to pay for pollution. The headline issue is carbon emissions. Cutting down these […]
Article written by Rebekah Swan, AMP Capital – 21st September 2020
I always look forward to the launch of the annual Responsible Investment Benchmark report in New Zealand and seeing how the country is progressing on its responsible investment journey. The report is produced by the Responsible Investment Association of Australasia (RIAA) each year and provides a unique […]
Article written by ANZ – 5th October 2020
Global equity markets finished higher last week, but a Friday sell-off saw some gains for the week trimmed. In particular, the NASDAQ 100, which finished 2.2% lower on Friday, but still rose around 2% over the week. Meanwhile, the S&P 500 and the Dow Jones Industrial Average both gained around 1.5%.
Australasian equities were mixed with the NZX 50 finishing up […]
Article written by Mark Devcich, Pie Funds – 7th October 2020
Stock picks: Growth versus value
The markets took a breather in September after five months of relentless gains. This period has been a great time to be an active manager as there has been wide dispersion in the market between the winners and losers in […]
Article written by Mike Taylor, Pie Funds – 7th October 2020
As we go to print, US President Donald Trump has contracted Covid-19 and is in hospital as a precaution. We would never wish ill on anyone, and hope he makes a speedy recovery – just stay off the bleach would be my advice. Despite the fact Trump regularly asserts himself […]
Article written by ANZ – 28th September 2020
International markets continued to weaken last week with the U.S. S&P 500 falling for the fourth straight week. The index fell 0.6% last week although it is still up 3.5% year to date. The technology laden Nasdaq index did however manage a small weekly gain. European markets were sharply lower on concerns that increases in COVID-19 cases will lead […]
Article written by ANZ – 25th September 2020
Equity markets ran out of steam in September, as the six-month rally began to fade amid a small rise in volatility and a pickup in geopolitical tensions. With a few days left in September, the S&P 500 is down around 5% on the month and on track to snap a five-month win streak, while the once high-flying NASDAQ 100 is […]
Article written by James Foreman, Platinum Asset Management – 28th September 2020
A recent survey across Europe by Morgan Stanley […]
Article written by Russell Investments – 28th September 2020
We’re in the […]