InvestNow News – 16th Jan 20 – Legg Mason – Global Outlook 2020

Our managers expect positive growth for the world economy in 2020, but the pace may continue to slow.  There will be selective opportunities for gains, but at a price: episodes of market volatility driven by political and policy concerns may test investors’ resolve along the way.

3 KEY THEMES

Gradual Growth

Investors should expect global growth to advance in 2020, underpinned by the largesse of central banks. But the pace of expansion may […]

InvestNow News – 16th Jan 20 – Harbour – Top 10 risks (and opportunities) for the next decade

“We always overestimate the change that will occur in the next two years and underestimate the change that will occur in the next ten. Don’t let yourself be lulled into inaction” 

– Bill Gates

A decade ago, the world’s largest and fourth largest companies were oil companies, Exxon Mobil and BP. The third largest company was HSBC Bank and the sixth largest company was IBM, the inventor […]

InvestNow News – 9th Jan 20 – India Avenue – NZ$2.2 trillion to be spent on India’s infrastructure over 5 years

INFRA TO DRIVE INDIA’S GROWTH

To pursue the goal of being a US$5trillion economy by 2025, the Government of India has released the “National Infrastructure Pipeline (NIP)”, following on from statements made by Prime Minister, Narendra Modi in his Independence Day speech in August 2019. The plan lays out the blueprint for spending on infrastructure, which is expected to propel India’s nominal GDP […]

InvestNow News – 9th Jan 20 – Salt – Long Short Fund Fact Sheet – Dec 2019

The Fund delivered a strong performance in December, with a return of +1.70% after all fees and expenses. We had gone sideways for much of the month but experienced a very strong final three days in contrast to the sharp sell-off in the NZ and Australian markets.

The Fund aims to deliver an equity-like return but with far less volatility and no correlation to equities. To make […]

InvestNow News – 9th Jan 20 – Nikko AM – Retail Investment Update – November 19

Market Commentary

The investment story for November is almost entirely one of equity market strength.  The NZX50 was up by nearly 5% with the largest companies leading the upwards charge.  Whilst the New Zealand market produced returns higher than the major markets, a strong month for US and European markets helped the MSCI All Countries index to return more than 2% (and closer to 3% on a currency […]

InvestNow News – 9th Jan 20 – Pathfinder – Business should have a social purpose

December 16^th 2019

Many companies have a sustainability focus and achieve great things for New Zealand. But equally there are companies that do harm.

It may be social harm – there are more than a hundred exploitive employers on the Labour Inspectorate’s ‘blacklist’ for breaching minimum employment standards. Others cause environmental harm; […]

InvestNow News – 20th Dec 19 – Morphic Performance Report – November 2019

Ethical Investing in Focus

At the Morphic Ethical Equities Fund AGM in Sydney last month, several investors asked questions about the revolutionary hydrogen powered trains produced by French rail manufacturer Alstom. Are hydrogen trains actually any better for the environment?

Alstom, which has been one of the Morphic Funds’ largest investments for nearly five years, has pioneered the commercialisation of the hydrail concept, which first emerged around the turn of the century, […]

InvestNow News – 20th Dec 19 – Pathfinder Monthly Newsletter – November 2019

“Stock Market up big today. A new record. Enjoy!”

Donald Trump, highly regarded market strategist

MARKET COMMENTARY

As shown on the cover page, Pathfinder won the Alternatives Fund of the Year 2019 for the Global Water Fund at the Good Returns/Research IP Fund manager awards. This award judges funds on return, volatility as well as qualitative measures like quality of the team, consistency and how good the overall investor experience is. We are […]

InvestNow News – 20th Dec 19 – APN – Diversification, income focused and lower risk

1. WHAT ARE REITS AND WHY SHOULD INVESTORS USE THEM?

Real Estate Investment Trusts (REITs) have unique characteristics that can make them attractive to both income and growth investors. REITs own property and pass the rent collected from tenants that occupy those properties onto investors in the form of dividends.

Listed on the stock exchange, REITs are listed investments, trade just like stocks and are therefore liquid. They can fluctuate […]

InvestNow News – 20th Dec 19 – India Avenue – India’s Growth Story

Our recent interview with Peter Leggett, MD and Private Wealth Adviser of Arrow Private Wealth, a successful financial planning practice based in Melbourne. In the interview we discuss why Australian clients should participate and benefit from India’s growth story. Peter talks about his journey of discovering and understanding India’s opportunity and how he has conveyed this message to his client base.

He also discusses how his knowledge was aided by […]