InvestNow News – 14th November – Pie Funds – A Message from Mike: The record rise of Tesla

Article written by Mike Taylor, Pie Funds – 5th November 2021

This month CEO and Founder Mike Taylor discusses the record rise of Tesla.

Tesla: How it did it happen, and why did we miss it?

Well investors seemed to have survived another October, historically a month that (in some years) coincides with sizeable market moving events. Whether the month of the year and negative events are completely correlated […]

InvestNow News – 7th November – Harbour Asset Management – What to expect from COP26

Article written by Jorge Waayman, Harbour Asset Management – 28th October 2021

• Country level emissions reduction targets expected to take centre stage to ensure a 1.5 degrees scenario is within reach.
• Carbon trading and ‘leakage’ likely to feature given the adjustment mechanism proposed by the EU.
• Financing the transition will be an important focus, particularly for developing countries that require support.

Over the next few weeks, global leaders will once […]

InvestNow News – 15th October – Elevation Capital Global Shares Fund – September 2021 Update

Update by Elevation Capital – September 2021

MONTHLY FUND FACTSHEET

VIEW THE ENTIRE GLOBAL SHARES FUND PORTFOLIO

INVEST […]

InvestNow News – 15th October – Milford – Offshore wind power comes to town

Article written by David Rigby, Milford – 24th September 2021

Offshore wind farms are impressive structures. The latest turbines stand 250m tall, with rotors sweeping an area three times the size of Eden Park, each turn generating enough power to run a house for two days. Installed in groups of several hundred spaced a kilometre apart, it’s no wonder that many wind farms become tourist attractions (Scroby Sands in the […]

InvestNow News – 15th October – Pie Funds – CIO Report: Behaviour is key during these volatile times

Article written by Mark Devcich, Pie Funds – 8th October 2021

Chief Investment Officer Mark Devcich on the latest market conditions.

September was a difficult month for global markets as concerns around the Chinese property market took hold, inflation concerns and an impasse on the US government debt ceiling all caused a sell-off in markets. There was a solid move to more cyclical assets away from structural […]

InvestNow News – 15th October – Milford – What are the implications of China’s Evergrande crisis?

Article written by William Curtayne, Milford – 27th September 2021

Chinese property developer Evergrande Group dominated headlines last week as it failed to make interest payments. Financial markets have been preparing for its possible collapse and some have suggested this could be a “Lehman moment” – drawing parallels to the American bank whose collapse kicked off the 2008 Financial Crisis. We don’t think this is likely.

To tackle the […]

InvestNow News – 8th October – Devon – ESG – More Than a Buzz Word

Article written by Devon Funds Management – 5th September 2021

September 5th 2021: Over the past few years environmental, social and governance – commonly termed ESG – factors have risen to prominence within the local and global investing landscape. At Devon Funds we support many collaborations and initiatives so we can continue to be at the forefront of this positive change. […]

InvestNow News – 8th October – Franklin Templeton – The Great Reckoning—Reflecting on the Evergrande Saga

Article written by Tracy Chen, CFA, CAIA, Portfolio Manager, Franklin Templeton – 23rd September 2021

Brandywine Global: China’s economic growth deceleration has been of increasing concern to global markets. The Evergrande crisis has brought these worries to a flashpoint.

InvestNow News – 8th October – Russell Investments – Sure to Rise – What the Official Cash Rate rise means for investors

Article written by Alex Cousley, Russell Investments – 5th October 2021

The Reserve Bank of New Zealand (RBNZ) raised the Official Cash Rate today to 0.50% (previously 0.25%) – and have hinted that another rate rise is likely soon. This rate rise had been flagged and was anticipated by the market. Even with future rate rises, monetary policy will still be an accommodative […]

InvestNow News – 24th September – Platinum Asset Management – Market Update: 22 September 2021

Article written by Andrew Clifford, Platinum Asset Management – 22nd September 2021