InvestNow News – 21st August – Elevation Capital – VISA – IT’S EVERYWHERE YOU WANT TO BE

Article written by Elevation Capital – 7th June 2020

InvestNow News – 21st August – Devon Funds – Investor Update – August 17 2020

Article written by Slade Robertson, Devon Funds – 17th August 2020

Investor Update – August 17th 

InvestNow News – 21st August – Legg Mason – CMBS in the Eye of the Storm

Article written by Tracy Chen, Legg Mason – July 2020

The COVID-19 pandemic dealt a heavy blow to the commercial real estate (CRE) market. Social distancing accelerated the secular decline of brick-and-mortar retail and […]

InvestNow News – 14th August – Pie Funds – CIO Report: CIO Mark notes precious metals are doing well

Article written by Pie Funds – 7th August 2020

July was another positive month for markets.

A GOLDEN RUN

July was another positive month for markets. Key themes have been the weakness of the US dollar which has fallen about 10% since the market lows and broken the trend of US dollar strength we have seen since 2018. The US dollar weakness has caused […]

InvestNow News – 14th August – Elevation Capital Global Shares Fund: Monthly Update – June 2020

Article written by Elevation Capital Management Limited – June 2020

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InvestNow News – 14th August – Elevation Capital Global Shares Fund: Monthly Update – June 2020

Article written by Elevation Capital Management […]

InvestNow News – 14th August – Harbour Asset Management – Harbour Outlook: Data supports markets

Article written by Harbour Team – 10th August 2020

• Better-than-expected economic data and company earnings have supported risk sentiment over the past month.
• Continued progress towards a COVID-19 vaccine, alongside ongoing stimulus, has also added to the positive mood, outweighing concern about ongoing mobility restrictions and second waves of COVID-19 infection.
• The New Zealand economy continues to benefit from ongoing control of COVID-19, low mobility restrictions and […]
  

InvestNow News – 14th August – Salt Funds Management – July performance update for the Salt Dividend & Property Funds

Article written by Salt Funds Management – July 2020

In New Zealand, the S&P/NZX50 Gross Index posted its fourth straight positive monthly gain with a +2.4% return. This performance pushed the market into positive territory for the 2020 year (+2.05% year to date). The strongest positive contributor came from a continued rebound in the Turners (TRA, +10.4%) share price. They delivered a March 2020 year result […]

InvestNow News – 14th August – Pie Funds – A Message from Mike: Top stock picks pay off

Article written by Mike Taylor, Pie Funds – 7th August 2020

This month, we celebrate five years since we opened our Australasian Growth 2 Fund, back in August 2015.

InvestNow News – 14th August – AMP Capital – Responsible Investing update – 30th June 2020

Article written by AMP Capital – 30th June 2020

Engagement update

At the beginning of the year, there was no lack of observers and opinion makers coining the 2020s as the ‘ESG decade’. Although the COVID-19 pandemic has shifted priorities and focus, there is little doubt that ESG and the broader sustainability trend will continue to unfold for years to come. Or as the CEO of MSCI put […]

InvestNow News – 14th August – Harbour Asset Management – Shadow banks shine light on mortgage deferrals

Article written by Simon Pannett, Harbour Asset Management – 13th August 2020

• Some of New Zealand’s non-bank mortgage lenders have provided detailed data that illustrates they appear well-positioned to weather an increase in non-performing loans when COVID-related loan deferrals expire
• Our various probes into the big banks indicate no cause for alarm, albeit we expect loss provisioning needs to rise and small to medium-sized enterprise […]