InvestNow News – 25th September – Pie Funds – How low can interest rates go?

Article written by Mike Taylor, Pie Funds – 23rd September 2020

Pie Funds CEO and Founder Mike Taylor sets the scene for interest rates and explores investment options offering a better return than term deposits.

Interest rates are falling again around the world in response to the Covid-19 recession. But they were low to start with, so how low can interest rates really go? For context, let’s look at […]

InvestNow News – 25th September – Pie Funds – Are you missing out on global returns?

Article written by Pie Funds – 21st September 2020

Are you missing out on investment opportunities among the world’s listed companies?

Pie’s Global Growth Fund delivered 24.8% returns (after fees, before tax) in the year to 31 August 2020, compared to its benchmark* of 0.6% – an impressive result for investors.

CEO and founder Mike Taylor acknowledges a year is a short period for evaluating investment performance but is […]

InvestNow News – 25th September – Pie Funds – Market Update (23/09/20)

Article and video by Pie Funds – 23rd September 2020

Welcome to the September video update.

In our latest video, we were joined by Guy Thornewill, Head of Research UK and Europe and Senior Investment Analyst, and Toby Woods, Senior Investment Analyst for Global and UK & Europe Funds, and covered off these questions:

1. What are we seeing in the markets at the moment?

2. The UK & Europe and Global Growth Funds have been […]

InvestNow News – 25th September – India Avenue – WHO CAN PRODUCE MASS VACCINES?

Article written by India Avenue – 19th August 2020

The partnership between the University of Oxford and AstraZeneca is a leading candidate to develop a potential vaccine for COVID-19. If this proves successful, it will be undoubtedly unprecedented. However, the next big question is who can mass produce a vaccine that is both affordable and at such a scale?

Read more >

InvestNow News – 25th September – India Avenue – Factsheet August 2020

Article written by India Avenue – August 2020

India’s markets continued to recover, rising nearly 10% over the last 3 months in AUD terms. Whilst the number of infections from COVID-19 continue to rise in India, company earnings were generally above expectations for the Q12021, driven predominantly by cost cutting initiatives. The rally has been broader, with greater participation from Mid and Small Caps, after bearing the brunt of the selling […]

InvestNow News – 25th September – Pathfinder – Monthly Review – August 2020

Article written by Pathfinder – August 2020

Before moving onto market commentary, a couple of green energy headlines caught our eye in recent weeks.

In New Zealand, Labour is promising to bring forward its goal of 100% renewable electricity generation by 5 years to 2030 and support the development of pumped hydro schemes. Key will be the cost of making the goal achievable and we note that the market is already […]

InvestNow News – 25th September – Nikko AM – August Investment Update

Commentary from George Carter, Director of Nikko AM

The momentum in financial markets that we’ve discussed in recent monthly updates was largely unchanged during August with investors experiencing strong returns across different sectors. The New Zealand equity market was seen as a relative sluggard with a return of just under 2% for the month, whilst global equity markets extended by more than 6%, leading to headlines noting that by some measurements […]

InvestNow News – 25th September – Harbour Asset Management – The further consequences of lower interest rates

Article written by Mark Brown, Harbour Asset Management – 18th September 2020

• As market interest rates in New Zealand decline further, additional consequences are revealing themselves. The theme of accelerating progression of longer-term trends continues.
• Wholesale interest rates continue to decline, with the Government’s PREFU announcement being the catalyst this week, due to a $10bln reduction in the size of the Government Stock issuance program […]
  

InvestNow News – 18th September – Fund Updates – 31 August 2020

Fund updates from our Fund Managers – 31 August 2020

InvestNow News – 18th September – ANZ Investments – The Weekly Snapshot – 14 September

Article written by ANZ – 14th September 2020

US equity markets fell for a second straight week as the six-month rally hit its first speed bump, led by weakness in the previous high-flying tech sector. For the week, the NASDAQ 100 fell 4.1%, its worst weekly performance since March, while the broader S&P 500 fell around 2.5%.

Meanwhile, European markets outperformed, with the FTSE 100 and German DAX both […]