InvestNow News – 22nd May – Pathfinder – Equity Market Outlook Webinar Invite – a “Swoosh” Shaped Recovery

We would like to invite you to join a webinar hosted by Pathfinder & CareSaver’s Investment Team – next Wednesday at 1pm, details below.

2020 has been a wild ride for equity markets, with a record breaking sell-off in terms of the speed of market moves, followed by a rebound which has been just as spectacular.

In this update the team will give its outlook for markets, […]

InvestNow News – 22nd May – Nikko AM – Weekly Market Update

There is plenty of movement and volatility within the financial markets at the moment and we would like to keep you fully updated over this difficult and unprecedented time.

InvestNow News – 22nd May – Nikko AM – April 2020 Investment Update

We are living in extraordinary times, and it is therefore no surprise that financial markets remain volatile as investors try to digest, assimilate and process what is going on and what it means for the economy, spending, employment, activity etc. With a distinctly uncoordinated global approach politically, there is plenty of uncertainty around what different governments may or may not do, and therefore what that means for businesses, workers and […]

InvestNow News – 22nd May – Pie Funds – Investor Update: A stock picker’s market

Today is our 10th and final COVID-19 weekly video update.

This week we were joined by Doug Jopling, Portfolio Manager of the Pie Growth Fund, and we covered off these questions:

1. What lessons have we learned from this crisis?
2. How is the Growth Fund positioned?
3. Why are we holding gold?
4. What is going to set us apart from others going forward?

InvestNow News – 22nd May – Nikko AM – The $50 billion question(s)

21 May

Nikko Am NZ’s Head of Equity, Stuart Williams, reflects on last week’s budget announcement and what this means from an investment perspective

Well what a week it’s been. After 7 weeks of worry and uncertainty, we’ve emerged from our respective bubbles seemingly COVID free and with a burgeoning sense of optimism for our future.

On the back of a strong April and May to-date, our equity market continued to recover much […]

InvestNow News – 15th May – Harbour Outlook: Bounce back

Key points

• COVID-19 infection rates have slowed in most countries with some positive news on potential treatments and the fatality of the virus.
• Equities bounced back strongly digesting positive COVID-19 news flow alongside large scale monetary and fiscal stimulus.
• US earnings season has kicked off with the results to date above expectations, albeit earnings expectations have fallen in recent weeks. Technology and healthcare companies have led the way.
• The action of central banks […]
  

InvestNow News – 15th May – Pie Funds – Investor Update – May 8

InvestNow News – 15th May – Pie Funds – Market Watch Episode 42: Is it safe to get back in the water?

Mike and Liam discuss the big crash and huge stock market rally.

InvestNow News – 15th May – Pie Funds – CIO Report: Credit and equity markets rally during best April in 82 years

BEST MONTH IN DECADES

April 2020 was the best performing April in 82 years and the best performing month since 1987 for the S&P 500.

Stock markets continued the rally off their March 23rd lows driven by the Federal Reserve substantially increasing their purchases of assets from $4.2 Trillion in early March to $6.65 Trillion on April 27. This extra cash has buoyed […]

InvestNow News – 15th May – Pie Funds – A Message from Mike: Buoyant April

This month Mike looks at how applying historical context can be useful in handling modern-day problems.

Crisis

Applying old wisdom in 2020

In China, the word crisis is a combination of two characters.

One represents danger, the other opportunity.

The English language origin of crisis comes from the Latinized form of the Greek word krisis, meaning “turning point in a disease.” Under either definition, a crisis is a critical time.

Looking at the origin […]