Fund Manager News Archives - Page 50 of 109

InvestNow News – 13th Dec 19 – Pie Funds – A message from Mike: Year in review

5th Dec 2019

Confident consumers
In the end, 2019 wasn’t as bad as feared. Markets survived and thrived despite a backdrop of slowing economic growth and political unrest. Trade wars, a manufacturing slowdown, civil unrest in Hong Kong and the BREXIT fiasco to name just a few. Why have markets survived regardless?

In my opinion there are two reasons the global economy hasn’t collapsed.

Number 1: the consumer, who makes up around […]

By Mike Heath|2019-12-13T14:04:49+13:00December 13th, 2019|Fund Manager News|0 Comments

InvestNow News – 13th Dec 19 – Salt – Long Short Fund Fact Sheet – November 2019

The Fund experienced a solid month in November, with a return of +0.90% after all fees and expenses. In contrast to previous months, where volatile markets saw us add value from both sides of the ledger, general strength in November saw a headwind from our shorts but this was more than offset by several of our eclectic longs doing very well.

While the Fund’s net length of […]

By Mike Heath|2019-12-13T13:59:13+13:00December 13th, 2019|Fund Manager News|0 Comments

InvestNow News – 13th Dec 19 – Devon Funds Monthly Investor Report November 2019

Signposts to watch out for in 2020

Equity investors have enjoyed an incredible ride over the past decade with the US S&P500 index rallying over 300% since early 2009, and New Zea- land’s NZX50 up by a similar amount.

This performance has been supported by a range of sources including record low interest rates, massive liquidity strategies from the major central banks and government fiscal initiatives.

As we look into 2020, with […]

By Mike Heath|2019-12-13T13:54:36+13:00December 13th, 2019|Fund Manager News|0 Comments

InvestNow News – 13th Dec 19 – AMP Capital Edition #3: How the real estate sector is tackling climate change – What’s next for airport retail?

Welcome to the latest issue of Capital Edition, our global publication designed to spotlight AMP Capital’s investments, people and ideas. In this month’s issue we discuss how:

James Maydew believes that […]

By Mike Heath|2019-12-13T13:49:18+13:00December 13th, 2019|Fund Manager News|0 Comments

InvestNow News – 13th Dec 19 – Harbour – Earnings deliver, trade fears fade

9th Dec 2019

Key points

Equity markets rallied on the back of positive trade developments, better than expected earnings and improved activity indicators.
The New Zealand market performed strongly on the back of a strong AGM and reporting season. Notably, the more defensive stocks […]

By Mike Heath|2019-12-13T13:45:37+13:00December 13th, 2019|Fund Manager News|0 Comments

InvestNow News – 13th Dec 19 – APN – APN Asian REIT Fund – An undiscovered world of income and growth opportunities

For over 20 years our entire focus has been on one thing, investing in commercial real estate, and we have now turned our success at home into success outside our borders.

If you are interested in getting […]

By Mike Heath|2019-12-13T13:41:07+13:00December 13th, 2019|Fund Manager News|0 Comments

InvestNow News – 13th Dec 19 – APN – Japan, rugby and a city apart

November 26, 2019 – Pete Morrissey

Travelling to Japan is always something to savour. The people, culture, food and experiences are wonderful. And the opportunity to be there during the final stages of the rugby world cup was even better.

Well, mostly. Losing to […]

By Mike Heath|2019-12-13T13:37:20+13:00December 13th, 2019|Fund Manager News|0 Comments

InvestNow News – 13th Dec 19 – Mint Portfolio Returns & Commentaries – December 2019

Market overview

Global share markets rose in November while global bonds started the month with a sell-off, before rebounding towards the end of the month. Overall, the US 10 year bond rose to 1.78%. The New Zealand share market lead the way […]

By Mike Heath|2019-12-13T13:31:26+13:00December 13th, 2019|Fund Manager News|0 Comments

InvestNow News – 13th Dec 19 – Elevation Capital – November 2019

THE PETCARE INDUSTRY OFFERS ATTRACTIVE LONG TERM FUNDAMENTALS

The pet care industry continues to experience secular growth both in scale and the revenue it generates per pet. The former is driven not only by a growing population but also the higher rates of pet ownership amongst […]

By Mike Heath|2019-12-13T13:24:43+13:00December 13th, 2019|Fund Manager News|0 Comments

InvestNow News – 6th Dec 19 – Milford – NZ-China Free Trade upgrade – an opportunity for NZ exporters

2^nd Dec 2019 – Tom Monti – Investment Analyst

The Prime Minister of New Zealand recently announced an upgrade to our free trade agreement (FTA) with China, heralding it as “the best free trade agreement China has with any […]

By Mike Heath|2019-12-06T10:03:51+13:00December 6th, 2019|Fund Manager News|0 Comments