InvestNow News – 7th August – AMP Capital – Taking Stock – 2020 Winter Issue

Article written by AMP Capital – 2020

The impact of COVID-19 is very different to previous periods of economic turmoil. It’s not like the GFC, which was a financial crisis with poor lending standards – our banks this time around are in good shape. It’s also not like the recession that followed the 1987 share market crash – that was driven by panic selling following a multi-year bull […]

InvestNow News – 7th August – India Avenue, Grassroots Report H1 – 2020

Article written by India Avenue – 2020

India needs foreign investment to fund its growth and infrastructure. Foreign firms and minority shareholders however cast a significant eye towards corporate governance standards and practices. Whilst fraud, corruption, money laundering and embezzlement have occasionally surfaced, regulations are now being put in place to significantly improve Corporate Governance in India. Companies exercising better practices are likely to see a premium rating over the […]

InvestNow News – 7th August – Devon Funds – Monthly Report: July 2020

Article written by Devon Funds – July 2020

Value Matters

Global equity markets have surged since late March. Against a backdrop of improving economic outcomes and unprecedented levels of policy support, the US S&P500 Index has rallied almost 46%, whilst the markets in New Zealand and Australia are up 38% and 31% respectively. Market cycles are always definable by specific factors and influences, but the current experience for investors has a number […]

InvestNow News – 7th August – Milford – Vaccine Time: The Beginning of the Pandemic’s End

Article written by Marissa Rossi, Milford – 5th August

In total, there are 177 novel coronavirus vaccines in development globally and 6 in Phase III trials, the final stage of clinical evaluation before regulatory approval can be granted. Of these, the 4 candidates you have likely heard about are the US company Moderna (with Fauci/NIH), the German company BioNTech (with Pfizer) and the University of Oxford in the […]

InvestNow News – 31st July – Russell Investments – How you can turn risk in your favour

Article written by Russell Investments – 25th June

Mention the word ‘risk’ when talking about investments and most people instinctively think you are talking about the possibility of losing money. This is an important consideration, but there is a lot more involved in understanding the risks surrounding investments. And it’s not all bad news. For example, did you know you can turn risk to your advantage […]

InvestNow News – 31st July – Russell Investments – Does the U.S. presidential election pose a risk to markets?

Article written by Erik Ristuben, Russell Investments – 23rd July

InvestNow News – 31st July – Harbour Asset Management – Are we ‘Thinking Big’ Again?

Article written by Craig Stent, Harbour Asset Management – 27th July

One Think Big Project leaves – another to begin?

• Electrification of industrial and process heat makes sense
• Pumped storage would be a massive project, but could help achieve the Government’s 100% renewable objective
• Substantial challenges remain in terms of cost, engineering, and resource consenting
• Scoping study results unlikely to be published quickly with sector uncertainty to […]
  

InvestNow News – 24th July – Fund Updates – June 2020

Fund Updates for June 2020

Milford Trans-Tasman Equity Fund – June 2020

Milford Dynamic Fund – June 2020

Milford Australian Absolute Growth Fund – June 2020

Milford Diversified […]

InvestNow News – 24th July – Milford – The reach for yield

Article written by Katlyn Parker, Milford – 16th July

The pace at which the Covid-19 crisis escalated sparked fears we were heading into another GFC-style credit crunch. There was an immediate ‘dash for cash’ and corporates globally were drawing on their credit lines to ensure they had enough liquidity to cope with material decreases in revenue. However, policymakers around the world acted at an extraordinary speed to provide an unprecedented level […]

InvestNow News – 24th July – Market Overview – Russell Investments – June 2020

Article written by Russell Investments – June 2020

Global shares

Global share markets made strong gains in the June quarter, with the MSCI ACWI Index – Net returning 9.8% in unhedged New Zealand dollar (NZD) terms. In hedged NZD terms, the Index returned 17.9%. Much of the gains were driven by expectations economic activity would pick up amid a further loosening of coronavirus containment measures and ongoing fiscal and monetary […]