• Russell Investments Emerging Markets Fund
• Russell Investments Global Fixed Interest Fund
• Russell Investments Global Listed Infrastructure Fund $NZ hedged
• Russell Investments Global Opportunities Fund
• Russell Investments Global Opportunities Fund $NZ hedged
• Russell Investments Global Shares Fund
• Russell Investments Hedged Global Shares
• Russell Investments NZ Fixed Interest Fund
• Russell Investments NZ Shares Fund

Looking back for a moment, 2019 was another stellar year for both equity and bond investors. In fact, it was the second best year for the S&P 500 since the financial crisis, rising 29%. And for tech investors, the NASDAQ 100 recorded its best year since 2013, rising nearly 40%, led by Microsoft and Apple, which both ended the year with market-caps greater than US$1 trillion.

Major equity markets outside […]

22 Jan – Harry Smith – Senior Investment Analyst

Having recently turned 100, there is no sign of complacency at Hilton as the company positions itself to take market share.  

Travel is a growing industry, supported by a rising middle class globally and a generation of consumers more willing to spend on experiences versus possessions. Hotelier, Hilton is likely to be a major beneficiary. Their brand will likely […]

22 Jan – Oliver Cox – Investment Analyst – Fisher Institutional Property Fund

Did you know that at Fisher Funds we also invest our clients money in property? We are one of the few fund managers to offer our KiwiSaver members exposure to direct investment in commercial property, through our Fisher Institutional Property Fund.  Our diversified managed funds also have exposure to this fund.

Smart active […]

22nd Jan – Ashley Gardyne – Senior Portfolio Manager – International Shares

Judging by the newspaper headlines the last decade was a fear-filled one – but investors prospered anyway. Can investors expect the good times to continue in the 2020s? Or will the chickens finally come home to roost?

A decade of crises

Working for a bank in London I can remember the start of the last decade […]

International equity markets finished the week lower as fears of the economic impact the coronavirus grew. In the US, the S&P 500 fell 1% over the week, while other major indices also lost around 1%. The economic uncertainty saw demand for safe-have assets – namely bonds and gold rise.

The selloff has continued into Monday’s session with stocks in the US trading lower. As at 9 a.m. New Zealand time, […]

Hamish Pepper – Jan 28, 2020

Key Points

• The Reserve Bank of New Zealand (RBNZ) has found a fiscal friend in the past two months. Following the $12bn of capital spending announced in the Government’s December Budget, Kāinga Ora (Housing NZ’s parent) plans to borrow an additional $4bn to help its state housing efforts.
• While there is uncertainty about delivery, any additional government capital spending is likely to add […]
  

INTRODUCTION

Our Grassroots publication (half-yearly in frequency) focuses on providing its readers with the necessary insights when contemplating, assessing or understanding an investment into India’s fast-growing economy. Whilst many investors are aware of the high GDP growth, driven by the strong fundamentals of a youthful, aspirational and entrepreneurial society, it is the insights into what makes the economy tick, at a grassroots level, that helps navigate a successful […]

2019 was a challenging year for the global economy. We had accepted that global growth was through the peak in cycle, but the weakness was more extreme than we had anticipated and growth looks to have come in at around 3.0% for the calendar year. The greatest area of weakness was industrial production, a result of the ongoing escalation of trade tensions between the United States and China.

The good […]