InvestNow News – 20th Dec 19 – Elevation Capital Presents: Investing in Switzerland

This recent New York Times op-ed, published 2nd Nov 2019, succinctly summarises Switzerland’s economic and social success.

The Happy, Healthy Capitalists of Switzerland

Forget Scandinavia. Switzerland is richer and yet has a surprisingly equal wealth distribution.

Ruchir Sharma – an author, global investor and contributing opinion writer.

Like many progressive intellectuals, Bernie Sanders traces his vision of economic paradise not to socialist dictatorships like Venezuela but to their distant cousins in Scandinavia, which are […]

InvestNow News – 20th Dec 19 – ANZ Investments – Weekly Snapshot – 16 December 2019

December 16^th 2019

US equity markets rose last week as the S&P 500 touched an all-time high of 3182 following news that US President Donald Trump had agreed to delay the imposition of new tariffs. The benchmark index ended the week up around 0.7%

In New Zealand, the NZX 50 finished flat for the week with falls in A2 Milk and Z Energy overwhelming an otherwise positive tone. Z […]

InvestNow News – 20th Dec 19 – Harbour – Top 10 risks (and opportunities) for 2020

Dec 18th 2019

What a difference a year makes. When we sat down to write down the risks and opportunities for 2019, we were amid a sharp market drawdown. The US earnings season had raised concerns about an earnings recession, the market was worried the Fed was too hawkish and the trade war had injected fear into markets. Fast forward to today and earnings have been resilient, the […]

InvestNow News – 20th Dec 19 – India Avenue – Fund and Market Commentary: November 2019

The India Avenue Equity Fund (wholesale) delivered a return of 1.24% for the month of November 2019. Over the last 3 months the fund has delivered 8.45% beating the MSCI India index by 1.94%.

In last month’s factsheet, we mentioned that the Government of India (GoI) was likely to disinvest its stake in selected state owned enterprises and hence it was unsurprising for us when the Government announced […]

InvestNow News – 20th Dec 19 – Fisher Funds – Improving well-being in the world

18 December, 2019 – Delano Gallagher – Investment Analyst — Australian Shares

Many millennials (and for that matter persons from all age cohorts) may get the feeling they are living their own real life account of the 1990s cult classic, Office Space. In the movie, the computer programmer Peter Gibbons leads a few of his colleagues to down tools after becoming frustrated and disillusioned in their jobs. While the […]

InvestNow News – 20th Dec 19 – Fisher Funds – Interest Rates Part 3: Purposeful Placement of Your Nest Eggs

18 December, 2019 – David McLeish – Senior Portfolio Manager — Fixed Interest

The right investment strategy will depend on a range of factors – many personal to you and your financial objectives.  There are, however, some principles that can help guide you in making this important decision. We explore these below.

Consider what you want to achieve and when

Setting a goal is the first […]

InvestNow News – 20th Dec 19 – Fisher Funds – Boots on the ground: Our US trip

18 December, 2019 – Ashley Gardyne –  Senior Portfolio Manager — International Shares

The 24-hour news cycle, political controversies and market volatility create dangers for investors. The danger is often not so much the events themselves, but our response to them. Our recent US trip reminded us of these pitfalls and why fundamental research and a long-term perspective are the best protection.

I travelled to the US earlier […]

InvestNow News – 20th Dec 19 – Fisher Funds – The Smart Investor 2019

Low-interest rates are challenging. To meet this challenge it is important your investment strategy is match fit for today’s environment and that you take a long-term approach. In our view, what we do as an active manager, seeking to beat the market, has become more important than ever.

Interest rates are falling and have been falling for many years and low rates present stern challenges. It makes it harder to […]

InvestNow News – 13th Dec 19 – Pie Funds – Market Watch Episode 37: 2019 Year in review

5th Dec 2019

InvestNow News – 13th Dec 19 – Pie Funds – CIO Report: Strong Global Performance

5th Dec 2019

Strong Global performance
Global funds performed strongly in November. Markets were buoyant as investors became more confident about a resolution to the trade war and less concerned about a US recession. We are also seeing signs global growth may be on the rise from depressed levels which has given us the confidence to become more fully invested. We have also seen rotation into cyclical or value stocks […]