InvestNow News – 24th July – Nikko Investment Update – June 2020

Article written by Nikko AM – June 2020

Welcome to Nikko AM’s Investment Update for June

The remarkable upsurge in financial markets continued throughout June leading to very strong monthly returns for investors in each of the Nikko AM diversified funds. Equity markets globally seem to be shrugging off the COVID-19 shutdowns and the NZ market is no different. Rising by over 5% in June and taking its 12 month return to […]

InvestNow News – 24th July – Milford – Melbourne Lockdown Take Two

Article written by William Curtayne, Milford – 8th July

Faced with two bad choices, Victorian Premier Daniel Andrews has made the difficult decision to lockdown metropolitan Melbourne for six weeks, beginning midnight tonight.

As it became clear that authorities could not track and trace the large number of new cases each day, the only feasible way to quickly bring the virus situation under control was to lockdown the whole city. To not […]

InvestNow News – 24th July – Milford – A stock picker’s market

Article written by Michael Higgins, Milford – 9th July

Market volatility creates significant opportunities for active investors like Milford, who invest in specific companies rather than simply investing in the whole market. In the short-term, outside events can cause shares to move in step, as we saw when markets dropped sharply during February and March this year. Over time, business fundamentals such as earnings resiliency and quality are better indicators of […]

InvestNow News – 24th July – Harbour Asset Management – ESG & COVID-19 – Did the long term add value in the short term?

Article written by Shane Solly, Harbour Asset Management – 22nd July

• Whilst Environmental, Social and Governance (ESG) policies take time to impact investment returns, we present evidence that ESG policies added value in the volatile first half of 2020
• Companies with better ESG credentials fell by less when the market dropped in the first quarter of 2020 and […]
  

InvestNow News – 17th July – Pie Funds – Investor Update

key points:

1. Interest rates – how low can they go?
2. Are we seeing more money flowing into the share markets?
3. It’s difficult to time the market. What approach are we taking at the moment?
4. What are the alternatives to term deposits, and what are the pros and cons?

Watch the video >

InvestNow News […]

InvestNow News – 17th July – Monthly Review – Pathfinder – June 2020

Market Commentary

Markets remain turbulent but continue to trend higher, climbing a wall of worry.

A string of stronger than expected economic data continues to support the bull market thesis, with the Nasdaq technology index at fresh highs, and closer to home the New Zealand market is just 4% off its high.

The positive news-flow seems to be outweighing concerns around a second wave of COVID-19, and the re-escalation of trade tensions with […]

InvestNow News – 17th July – India Avenue Update – 30th June 2020

InvestNow News – 17th July – Salt Funds Management – Performance update for the Salt NZ Dividend & Property Funds – June 2020

Article written by Roger Clayton, Salt Funds Management – 10th July

InvestNow News – 17th July – Platinum Asset Management – Will the Pandemic Change our Spending Habits Long Term?

Article written by James Halse, Platinum Asset Management – 15th July