InvestNow News – 16th Jan 20 – Pie Funds – CIO Report – Global equities very well-Fed

10th Jan 2020

Global markets have been extremely strong since October, coinciding with the US Federal Reserve once more expanding its balance sheet (or ‘printing money’). While liquidity is being pumped into the system equities perform well, but there are near record-low returns for other asset classes such as property and bonds. 

Australasian fund summaries 

The Growth and Emerging Funds were […]

InvestNow News – 16th Jan 20 – Pie Funds – Market Watch Episode 38: 2019 Year In Review

InvestNow News – 16th Jan 20 – Pie Funds – A message from Mike – 20/20 hindsight

InvestNow News – 16th Jan 20 – AMP Capital – Middle East tensions and financial market gyrations

InvestNow News – 16th Jan 20 – Fisher Funds – Fund Performance & Commentary

InvestNow News – 16th Jan 20 – Fisher Funds – Music playlist of investment chart toppers 2019

It was a wonderful year to be an investor. Markets were strong. A number of individual companies were even stronger, enabling well-positioned investors to generate meaningful returns.

As I look back on the year there are successes to celebrate, lessons to learn and themes that we all need to think about as we head towards 2020.

Being a […]

InvestNow News – 16th Jan 20 – Mint Portfolio Returns & Commentaries – January 2020

Market overview

Global share markets rose in December while global bond yields drifted higher as geopolitical risk appeared to recede a little. The trade truce between the USA and China continued with both parties making positive comments about a Phase One agreement due for signing in January; while Boris Johnson’s conservatives won a decisive victory in the UK election. US consumer stocks remained supportive to markets with Apple up […]

InvestNow News – 16th Jan 20 – Morphic Performance Report – December 2019

Ethical Investing in Focus

Drought, fires, smoke-filled skies and record high temperatures are a wake-up call to the world about the importance of tackling climate emergency. Growth in sustainable and responsible investing is expected to quicken in 2020 as the bushfires disaster encourages more people to seek funds that support environmental and social change.

Companies have been promising for years to come clean about their exposure to climate risk. But 2020 may […]

InvestNow News – 16th Jan 20 – India Avenue – Factsheet – Dec 2019

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

• We discuss how India’s markets fared in 2019 and what we expect for India’s economy and markets in 2020
• We dive deeper into an exciting sector in India, Chemicals. The chemicals industry in India is highly diversified, covering more than 80,000 commercial products that are sold locally and abroad. We also explore how one of our portfolio companies is a leader in […]
  

InvestNow News – 16th Jan 20 – Pathfinder – Monthly Newsletter – December 2019

“We’ll have an economy based on wind. I never understood wind. You know, I know windmills very much. I’ve studied it better than anybody I know.”  Donald Trump, Renewable Energy Expert

MARKET COMMENTARY

This quote about wind energy by President Trump is so amazing to read, we have to re-print it here in full. Click here for a video of the same speech – incredible.

It seems to suggest the US […]