InvestNow News – 20th August – Nikko AM – July Investment Update

Commentary from George Carter, Managing Director, Nikko AM

In many developed countries, societies and governments are starting to see an end to the most intensive impact of Covid-19.  With Vaccination rates now north of 50% in major economies (UK 64.2%, USA 54.5%, EU 54.3%, Mainland China 61.6% [FYI Data 6 August]) attention is turning towards the re-opening and restart of more normal activity.  In this restart there are a wide range of potential outcomes, consequently, […]

InvestNow News – 20th August – Harbour Asset Management – The RBNZ “read the room” with a hawkish hold

Article written by Hamish Pepper, Harbour Asset Management – 19th August 2021

• The RBNZ left the OCR unchanged yesterday given heightened health-related uncertainty.
• But with the central bank’s inflation and employment objectives met, the Monetary Policy Committee has a strong desire to reduce stimulus once this uncertainty passes.
• We agree that interest rates eventually need to be a lot higher, but health outcomes will determine […]
  

InvestNow News – 20th August – Harbour Asset Management – The Delta Blues

Article written by Harbour Team, Harbour Asset Management – 18th August 2021

Done it before, let’s do it again

We hope you are all keeping safe & well as we find ourselves back in level 4. We have done this before, and we can do it again!

From an investment perspective, it is important to appreciate that a move back to lockdown was considered a possibility and partly factored in, especially as […]

InvestNow News – 13th August – Harbour Asset Management – Harbour Outlook: Economic strength brings RBNZ into play

Article written by Harbour Team, Harbour Asset Management – 9th August 2021

The Harbour Investment Outlook summarises recent market developments, what we are monitoring closely and our key views on the outlook for fixed income and equity markets.

• The MSCI All Country World (global shares) Index rose 0.6% (in USD) in June. The Australian market gained 1.1% (in AUD) while the New Zealand market fell 0.5% over […]
  

InvestNow News – 13th August – Pie Funds – CIO Report: Strong results from the US

Article written by Mark Devcich, Pie Funds – 9th August 2021

Chief Investment Officer Mark Devcich discusses the latest market conditions.

July was a fairly uneventful month unless you were invested in Chinese stocks! The Nasdaq Golden Dragon China index, which tracks Chinese tech stocks listed in New York, fell 22 per cent in July. Increased regulatory scrutiny and a number of left-field policy directions curtailing specific sectors like education […]

InvestNow News – 13th August – Pie Funds – A Message from Mike: Chinese tech giants fall… bringing opportunity?

Article written by Mike Taylor, Pie Funds – 9th August 2021

This month CEO and Founder Mike Taylor discusses the surprise move by Chinese regulators.

InvestNow News – 13th August – Elevation Capital Global Shares Fund – July 2021 Update

Update by Elevation Capital – August 2021

The Global Shares Fund Portfolio is updated regularly on our website so our investors can track and learn more about what they own.

InvestNow News – 6th August – Elevation Capital Global Shares Fund – Annual Report & Financial Statements

Update by Elevation Capital – August 2021

InvestNow News – 6th August – Salt Funds Management – Salt Long Short Fund Fact Sheet – July 2021

Update by Matthew Goodson, Salt Funds Management – 4th August 2021

Dear Fellow Investor,

The month of July saw a satisfactory performance from the Fund with a return of +0.48%.

It was a funny month for equity markets, which raised more questions than answers for investors. How serious is the Covid-19 delta strain? Is the sharp lift in inflation in most countries transitory or not? Will central banks […]

InvestNow News – 6th August – Fisher Funds – THE FOLLY OF THE FORECAST

Article written by David McLeish, Fisher Funds – 28th July 2021

This article was originally published in the New Zealand Herald on 22 July 2021

There is something quite romantic about the future. But its mystery can also be deeply discomforting, challenging our need for control. And it is this longing for control that has sparked our love affair with predictions.

In financial circles, central banks are well known for their […]