InvestNow News 25th Oct – Russell Investments – Market Overview Q3 2019
InvestNow News 25th Oct – Russell Investments – Market Overview Q3 2019
InvestNow News 25th Oct – Morphic – Stewardship Report
InvestNow News 25th Oct – Morphic – Stewardship Report
INTRODUCTION
As manager of our investors’ capital our responsibilities extend beyond making good financial investment decisions. We are also stewards of this capital and this brings additional important responsibilities which require consideration and action.
Modern corporate governance standards typically give investors in companies an opportunity to express their opinion on the management of the […]
InvestNow News 25th Oct – Harbour – Electricity demand smelting away
InvestNow News 25th Oct – Harbour – Electricity demand smelting away
Rio Tinto has today announced that is it undertaking a strategic review of New Zealand’s Aluminum Smelter (NZAS) operations at Tiwai Point, to determine the operations’ ongoing competitive position and viability. We think:
- The probability of closure versus 2013 has increased
- Weak commodity prices, energy and transmission costs are […]
InvestNow News 18th Oct – Milford – The true power of social media
InvestNow News 18th Oct – Milford – The true power of social media
Stephanie Perrin – Investment Analyst – October 4, 2019
Over the years, our smartphones have become extensions of our bodies. In fact, it’s rare to walk down the street without needing to sidestep someone who’s nose is buried in their phone. There’s even a name for the feeling of anxiety caused by separation from one’s mobile: nomophobia (“no-mobile” phobia). Why are we so addicted?
Smartphones serve a multitude of functional purposes, including […]
InvestNow News 18th Oct – Milford – Business confidence in NZ
InvestNow News 18th Oct – Milford – Business confidence in NZ
John Johnston – Investment Director – October 11, 2019
There has been much talk since the formation of the present government in October 2017, of declining levels of business confidence in New Zealand.
The most widely quoted measure of business confidence in New Zealand is the ANZ New Zealand Business Outlook, published monthly. This survey samples 300-400 respondents each month, and provides two key outputs: 1) businesses’ expectations of general business conditions in 12 […]
InvestNow News 18th Oct – Milford – Finding companies that can thrive despite a slowing economy
InvestNow News 18th Oct – Milford – Finding companies that can thrive despite a slowing economy
Some companies handle tough economic times better than others. Portfolio Manager Felix Fok discusses how we look for companies that can flourish regardless of the economic conditions.
InvestNow News 18th Oct – India Avenue – Fact Sheet – Sep 2019
InvestNow News 18th Oct – India Avenue – Fact Sheets – Sep 2019
Fund and Market Commentary: September 2019
The India Avenue Equity Fund (wholesale) delivered a return of 4.22% for the month of September 2019, which was above the MSCI India benchmark of 2.97% for the equivalent period. Over a one-year period the Fund achieved a return of 9.04%, trailing its benchmark by 3.34%. As previously discussed, the Fund’s performance is reflective of the corporate health of India’s broader equity market. It has […]
InvestNow News 18th Oct – Pathfinder – Monthly Update – Sep 2019
InvestNow News 18th Oct – Pathfinder – Monthly Update – Sep 2019
We have become a far greater Economic Power than ever before, and we are using that power for WORLD PEACE!” – Donald Trump, President of the United States of America
MARKET COMMENTARY
Before moving onto market commentary, an energy sector news headline caught our attention.
The energy sector is notorious for booms and busts, but oil and gas stocks weighting (of4%)in the major US market index (S&P500) hasnot been this low since as far […]
InvestNow News 18th Oct – Russell Investments – Fact Sheets – Sep 2019
InvestNow News 18th Oct – Russell Investments – Fact Sheets – Sep 2019
Click the links below to download each of the fact sheets:
InvestNow News 11th Oct – Devon – Monthly Update – Sep 2019
InvestNow News 11th Oct – Devon – Monthly Update – Sep 2019
Our Fundamental Process in Practice
At Devon our key focus when building investment portfolios for clients is fundamental research and a recent trip that we made to the US is an excel- lent example of how this works in practice. Over the course of two weeks, and across nine states, we met with a large number of different businesses, customers, competitors and market strategists. While we don’t invest directly into the US, […]