Fund Manager News Archives - Page 37 of 109

InvestNow News 17th April 2020 – The Most Popular Funds, Our Top 30

Here are the Top 30 most popular funds on InvestNow as at 31st March 2020. The chart shows the percentages of portfolios which have invested in the Top 30.

Here are some interesting highlights from the data:

50% are passive funds
50% are international equities funds
30% are Australian equities funds
13% are listed property funds
3% are Diversified
3% are International Fixed Interest

The full results are available below (click the chart to open it up in a separate window/tab).

By Mike Heath|2020-04-17T18:12:34+12:00April 17th, 2020|Fund Manager News|0 Comments

InvestNow News – 17th April – APN – How COVID-19 will change health, tech and ESG for commercial property

March 31, 2020 – Lorraine Moore

There is an old Chinese proverb that says, “if we don’t change course, we will end up where we are going.” In uncertain times, it is difficult to make plans. COVID-19 has devastated financial markets, which have experienced astonishing volatility, primarily because the actual threat and impact of the virus is unknown.

The […]

By Mike Heath|2020-04-17T11:30:41+12:00April 17th, 2020|Fund Manager News|0 Comments

InvestNow News – 17th April – Pathfinder Monthly Newsletter – March 2020

“It’s going to disappear. One day, it’s like a miracle, it will disappear” Donald Trump, explaining Federal efforts to contain the pandemic.

Market Commentary

We hope everyone is staying safe during this difficult and stressful period. Once again our commentary is focused on the financial market implications of covid-19 given the unprecedented global economic impact. We are in a fast-moving and fluid situation with regards to the impact of COVID-19 on […]

By Mike Heath|2020-04-17T11:24:36+12:00April 17th, 2020|Fund Manager News|0 Comments

InvestNow News – 17th April – Harbour – QE in New Zealand – A rising tide lifts most boats

Mark Brown – Apr 9, 2020

Key Points

The RBNZ’s quantitative easing (QE), Large Scale Asset Purchase (LSAP) programme has kicked off to a very promising start.
In a tug-of-war between massive Reserve Bank purchases and NZ Treasury issuance, the Reserve Bank is winning.
The New Zealand Local Government Authority raised $1.1billion in new bonds issued today – a record amount.
Along with […]

By Mike Heath|2020-04-17T11:16:36+12:00April 17th, 2020|Fund Manager News|0 Comments

InvestNow News – 17th April – APN – After the virus; how commercial property might change

April 7, 2020 – Mark Mazzarella

Within a few weeks, our understanding of COVID-19’s spread seemed to progress from significant but largely contained to full-scale pandemic. Restrictions on work travel and a preference for virtual meetings escalated to panic buying and living in lockdown.

None of us has experienced the realities of an extended ‘hibernation’ across all aspects of society […]

By Mike Heath|2020-04-17T11:12:40+12:00April 17th, 2020|Fund Manager News|0 Comments

InvestNow News – 17th April – Vanguard – Look beyond the day to day

8th April 2020 -Robin Bowerman – Head of Corporate Affairs

Focusing on the long-term can be difficult when the here and now is demanding your full attention.

Saturation media coverage – whether it be on mainstream media or on your chosen social media platforms – makes it hard to tune out what have so far been largely negative messages.

Such is the reality of a global health crisis.

While money and […]

By Mike Heath|2020-04-17T10:56:28+12:00April 17th, 2020|Fund Manager News|0 Comments

InvestNow News – 17th April – AMP Capital – The Great Disruption

16th April 2020 –Bevan Graham – Managing Director and Chief Economist, AMP Capital New Zealand

In 2020 global growth looks set to post its first negative result since the depths of the Global Financial Crisis and may even prove to be the weakest year of global growth in living memory. Unemployment rates are rising fast, underlining the widespread social harm.

Two things make this recession quite unlike any I’ve seen […]

By Mike Heath|2020-04-17T10:52:37+12:00April 17th, 2020|Fund Manager News|0 Comments

InvestNow News – 17th April – Russell Investments – ESG considerations in fixed income

13th April 2020 – Yoshie Phillips

Since 2014, we have been formally incorporating environmental, social and governance (ESG) factors into our investment process, including fixed income research. As a component of our manager research process, manager research analysts assign an ESG rank to individual strategies. Our observations of market trends assist us in identifying leading market practitioners around ESG considerations and implementations in their investment processes.While ESG […]

By Mike Heath|2020-04-17T10:48:44+12:00April 17th, 2020|Fund Manager News|0 Comments

InvestNow News – 17th April – Russell Investments Market Overview Q1 2020

Introduction

the latest edition of Market Overview, a quarterly commentary on market events from Q1 2020. It has been a challenging first quarter impacted heavily by the coronavirus pandemic. Key highlights from the quarter were:

Global share markets fell sharply in the quarter as governments were forced to impose strict virus containment measures. However there was a strong rally into quarter end as nations implemented relief packages and policies.

By Mike Heath|2020-04-17T10:44:56+12:00April 17th, 2020|Fund Manager News|0 Comments

InvestNow News – 17th April – India Avenue – Fact Sheet Mar 20

In this month’s Fact Sheet, we cover the following:

We discuss how the COVID-19 pandemic has impacted India, the markets and our fund.
We highlight the portfolio changes we have made recently allowing us to incrementally buy India’s high quality, sustainable franchises at reasonable prices.
We held a webinar to discuss the key issues affecting markets, our fund and India’s economy. To access the recording of the webinar, please click

By Mike Heath|2020-04-17T11:45:01+12:00April 17th, 2020|Fund Manager News|0 Comments