InvestNow News – 8th May – APN – What’s next for retail REITs?

April 22, 2020 Pete Morrissey

If you’ve been to your local shopping centre lately, well, I’m surprised. Deemed essential services, they remain open but have the feeling of a ghost town. Footfall, as visits are known in the trade, has been in freefall. Supermarkets are buzzing but discretionary retailers are closing their doors, despite no legal obligation to do so.

Footfall in freefall

When revenue is next to nothing and no date has […]

InvestNow News – 8th May – APN – AREIT sector webinar

The world we live in is changing. APN, and the market more broadly has had to adjust.

We would like to update you on how these times have affected the AREIT sector by addressing the top questions that we are being asked right now.

When – Wednesday 13 May 11am (Melbourne time)/1pm NZT

Speakers – Pete Morrissey, CEO Real Estate Securities & Simone Newman, Head of Distribution and Marketing

Register here >

A recording of the […]

InvestNow News – 1st May – ANZ Investments – Weekly Snapshot – April 28

After two winning weeks, US equity markets finished marginally lower last week as economic data continued to come in below expectations and an unprecedented move in the oil markets weighed on sentiment.

For the week, the S&P 500 and Dow Jones Industrial Average both fell around 1.5%. Meanwhile, the NZX 50 underperformed, falling more than 3%.

What’s happening in markets

Coronavirus-related economic data last week continued to paint a fairly bleak outlook […]

InvestNow News – 1st May – Russell Investments – U.S. oil prices go negative, but it sounds more exciting than it really is

21 April 2020 – Mark Raskopf, Alex Cousley

Headlines abound today around the fact that the U.S. oil prices have gone negative. However, it’s important to understand that this is a very technical development that diversified financial investors don’t have much exposure to.

Let’s start with a bit of background. The coronavirus outbreak has led to significant destruction of oil demand in the […]

InvestNow News – 1st May – Russell Investments – Key watch points for markets amid grim economic data

25 April 2020 – Paul Eitelman – Senior Investment Strategist

On a special, remotely recorded edition of Market Week in Review, Senior Investment Strategist Paul Eitelman and Research Analyst Brian Yadao discussed the recent historic moves in oil markets, newly released macroeconomic data points and the outlook for first-quarter earnings season.

What drove U.S. oil’s plunge into negative territory?

On April 20, the price for May delivery of […]

InvestNow News – 1st May – Nikko AM – March 2020 Investment Update

There’s really only been one topic of discussion during March, and everything that’s been going on (whether in financial markets or just more generally) has been discussed within the context of COVID-19. There has been no shortage of media coverage of the enormous economic damage being suffered both directly as a result of COVID-19, and indirectly as result of differing government responses to the pandemic across the world.

The size of […]

InvestNow News – 1st May – AMP Capital – Quarterly Strategic Outlook April 2020

Executive summary

The next few weeks will be dominated by the flow of data that will demonstrate the extreme negative economic effects of governments all around the world attempting to contain the spread of the COVID-19 virus.

Most major developed and developing economies will fall into deep recession in the first half of the year, though we expect some degree of stabilisation later this year.

Overall in 2020 global growth looks set […]

InvestNow News – 1st May – Morphic – Investor Webinar – April 2020

April 2020 Investor Webinar

Morphic’s Portfolio Manager, Chad Slater, provided an update on the Funds’ performance for Q1 2020; discussed key portfolio positions; and detailed his outlook for markets during Q2 2020, and beyond.

You can listen to the recording and view the slides here.

InvestNow News – 1st May – India Avenue – Survive to thrive in India

India has had several economic booms in the past and the driver has usually been a US recession followed by lower interest rates and increased liquidity resulting in improving sentiment.

We have put together a detailed note on this (see below) that discusses:

• A history of India’s economic boom periods
• Catalysts for economic growth such as falling Oil price and lower interest rates
• What are India’s current market valuations and […]
  

InvestNow News – 24th April – Morphic Performance Report – March 2020

Ethical Investing in Focus

Should ethical and ESG investing be discarded in a crisis? There is a school of thought that believes ethical investing is a “fair-weather friend”, a bull market luxury. That when markets turn investors discard their ethics to focus on returns. Bank Of America looked at this topic and concluded the opposite – it’s a bear market necessity. Firstly on performance, from the peak to the 25th of March, […]