InvestNow News – 10th December – Harbour Asset Management – Harbour Outlook: Push and pull factors dictate equity returns

Article written by Harbour Team, Harbour Asset Management – 8th December 2021

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

• The MSCI All Country World (global shares) Index fell -2.5% in USD in November, taking the 3-month return to -2.0%. Returns in NZD were positive due to a […]
  

InvestNow News – 26th November – Elevation Capital – On How We Invest

Article written by Elevation Capital – 15th November 2021

InvestNow News – 26th November – Nikko AM NZ – Bygones are Bygones – Don’t Look Back in Anger

Article written by Andrew Hunt, International Economist, Nikko AM NZ – 1st November 2021

Although it is often overlooked (perhaps because it is yet another rather inconvenient truth), the simple fact is that the COVID-19 Pandemic and the various Supply Chain Disruptions that have followed it has made most of us poorer.

Producers cannot get components, staff shortages are rife within the service sectors, and the international […]

InvestNow News – 26th November – Harbour Asset Management – COP26 in review, implications for investing

Article written by Jorge Waayman, Harbour Asset Management – 22nd November 2021

• COP26 concludes with some progress made but not enough.
• New Zealand updates emissions target and signs methane pledge.
• International carbon credit trading supported through resolving technical provisions in Article 6 of the Paris Agreement.
• Implications for corporates to address climate change risks given greater expected regulation and investor scrutiny in aligning with net zero targets and […]
  

InvestNow News – 19th November – Milford – Transitory inflation is persisting – will central banks persist with low rates?

Article written by Travis Murdoch, Milford – 27th October 2021

Central banks across the world face a dilemma. The economic recovery remains uneven. Inflation is running at levels associated with a red-hot economy while levels of employment in many countries remain well below pre-pandemic levels. For central banks, many of whom have dual mandates which target both inflation and employment, this is a conundrum. Until […]

InvestNow News – 19th November – Pie Funds – 5 hottest talking points this year

Article written by Mike Taylor, Pie Funds – 16th November 2021

As the year draws to a close, Pie Funds CEO + Founder Mike Taylor takes a look back at the hottest topics.

1. The rise of Bitcoin
Love it or hate it, cryptocurrency has grown in popularity and while I think it’s easy to dismiss crypto trading as speculation, this phenomenon is not going away. To me though, it has all […]

InvestNow News – 19th November – Milford – The return of inflation and end of Goldilocks?

Article written by Jonathan Windust, Milford – 20th October 2021

InvestNow News – 19th November – Elevation Capital Global Shares Fund – October 2021 Update

Update by Elevation Capital – October 2021

MONTHLY FUND FACTSHEET

VIEW THE ENTIRE GLOBAL SHARES FUND PORTFOLIO

InvestNow News – 14th November – Devon – The Great IPO Rush

Article written by Greg Smith, Devon – 3rd November 2021

3rd November 2021: This month’s interest piece has been written by Devon’s Head of Retail, Greg Smith.

While the initial public offering market has been subdued again this year in New Zealand, the same cannot be said across the Tasman. IPO activity has run red hot in Australia, with a steady wave of new companies of all […]

InvestNow News – 14th November – Pie Funds – CIO Report: Large tech stocks drive global market growth

Article written by Mark Devcich, Pie Funds – 5th November 2021

Chief Investment Officer Mark Devcich on the latest market conditions.