InvestNow News – 9th April – India Avenue – Pharmacy to the world

PHARMACY TO THE WORLD

Given COVID-19 will be one of the most significant pandemics of our lifetime, there has been an increasing focus on health and medicine. In the need of the hour the shortage of medicines is coming under scrutiny. It would have been hard to fathom this sort of event (significant tail-risk) and build production for it. Once we emerge from this crisis, there is likely to be a […]

InvestNow News – 9th April – AMP Capital – Top sustainable & ESG issues for 2020

7^th April – Rebekah Swan – ESG Investment Specialist, NZ / Client Advocate / Head of Product

As long-term investors, environmental, social and governance (ESG) issues are crucial. They affect the way we invest and inform our global engagement agenda. Each year we select engagement themes based on their financial materiality, our previous engagement with companies and where we believe we can have the greatest impact.  They are […]

InvestNow News – 9th April – Pie Funds – CIO Report: Defensive positioning during Mad March

8^th March

DEFENSIVE POSITIONING DURING MAD MARCH

We positioned defensively during March and cash levels finished the month between 26% and 45%. We have started to deploy the cash opportunistically, especially in situations where companies raise capital at large discounts. Having cash when others don’t, provides an opportunity to buy assets at attractive prices.

On top of the cash, we have deployed an active hedging strategy. We hedge market […]

InvestNow News – 9th April – Pie Funds – A Message from Mike: Hang on for the recovery

8th April 

Mike’s update on how we see things unfolding as coronavirus fall-out spreads

Hang on for the recovery

Fight the urge to run for the exits

At times like this you want to run for the exits. To sell. Everything.

As an investor, you are thinking this situation is dire and will only get worse and worse. However, you must fight that emotion because you want to hang on […]

InvestNow News – 9th April – Pie Funds – Covid 19 Market Watch: How to invest in a bear market – winners and losers

3rd April 

As Coronavirus continues its rapid global spread, investors will have to cope with continuing volatility with big swings and rallies expected over coming months; averaging in best approach for long-term investors.

InvestNow News – 9th April – Harbour – At Home

8^th April 

Key points

• COVID-19 continues to spread globally with cases recently reaching over 1 million.
• Governments and central banks’ stimulus measures are helping mitigate the impacts of a sudden stop in economic activity.
• Equities posted losses as investors digested the impact of reduced economic activity on company profits, while bond yields in many countries rose as investors baulked at the large increase in bond supply which is required to fund expanding government deficits […]
  

InvestNow News – 9th April – Salt March 2020 Performance Update – Salt Dividend & Property Funds

NZ’s S&P/NZX50 Gross Index did relatively well by falling only 13% in March to end the quarter down 14.8%. The best performer was Fisher & Paykel Healthcare (FPH +37%) which will enjoy a modest increase in ventilator sales, a2 Milk (ATM +14%) on a strong result and Chorus (CNU +14%) on a sound guidance and capex update. The biggest declines have a common theme of high costs […]

InvestNow News – 9th April – APN Property Group – AREIT Sector Update

The recent APN Property Group AREIT sector update webinar are now available:

• The presentation
• The video

InvestNow News – 3rd April – Russell Investments – Now What? A conversation about rebalancing, risk, and unavoidable realities

27^th Mar – Erik Ristuben, Global Chief Investment Strategist

With stock markets down roughly 30%, credit spreads widening significantly—and doing so on the back of a Treasury rally—many clients are wisely asking what actions should they be considering going forward?

To answer this, let’s dig into the key issues we’ve been tracking that clearly impact this decision- making process:

• The path and duration of the viral […]
  

InvestNow News – 3rd April – ANZ – Weekly Snapshot

30th March

International equity markets rebounded last week, posting some record gains and easing the recent sell- off. The three major indices in the US all gained about 10% over the week, while closer to home, the NZX 50 and ASX 200 rose 3.9% and 0.5% respectively.

Government bond yields ended the week much lower as the prospect of quantitative easing began to be priced in. The US 10-year government bond yield ended the week […]