InvestNow News 3rd Oct – AMP Capital – Market Watch October 2019

Greg Fleming – Head of Investment Strategy New Zealand

There was a rebound in growth asset returns during September, with global equities returning more than 18% year-to-date. October is historically a challenging month for equities, but the fourth quarter may deliver further gains. Geopolitical noise continues with the Trump impeachment plan, BREXIT, Hong Kong, and Persian Gulf tensions in the headlines, however fears of imminent recession have […]

InvestNow News 3rd Oct – AMP Capital – Giving young people a voice

2nd Oct 2019 – Rebekah Swan – ESG Investment Specialist, NZ / Client Advocate / Head of Product

Young people are the future, but have often been excluded from having a say in decisions that will affect them. That is changing as young people have never been more educated or connected on the issues of today. Look at the way they are leading the way on climate change, such as […]

InvestNow News 27th Sep – India Avenue – Explaining current economic weakness in India

Explaining current economic weakness in India

Indian equity markets have lost 11.3% over the past three months in local currency terms. Add a slight weakening of 1.2% of the Rupee against the AUD and you have a fall of approximately 12.5% for unhedged Australian investors.

This has largely been driven but weakening economic growth, which appears to be impacting corporate profit growth. Brokers who had forecast earnings recovery, driven by the […]

InvestNow News 27th Sep – Milford – Risks and rewards of our low interest rate world

Ian Robertson – Senior Analyst – August 30, 2019

With interest rates falling to record lows, Senior Analyst Ian Robertson looks at how this is affecting the economy and he discusses what Milford is doing to position our funds for success in this environment.

InvestNow News 27th Sep – Milford – Investing well despite global turbulence

Stephanie Perrin – Investment Analyst – September 4, 2019

Investment Analyst Stephanie Perrin discusses how careful and selective investors can still find good opportunities despite negative news headlines.

InvestNow News 27th Sep – Milford – US-China trade war – what’s it mean for NZ?

Mark Riggall – Portfolio Manager – August 29, 2019

With the ongoing trade war now impacting global economic growth, Portfolio Manager Mark Riggall looks at what it means for the local economy and for local investors.

InvestNow News 27th Sep – Milford – You are what you mEAT!

Stephen Johnston – Portfolio Manager – August 20, 2019

Throughout my investment career, it never ceases to amaze me how businesses can come from nowhere and, virtually overnight (slightly exaggerating), be multi-billion dollar businesses.

The latest craze is plant-based meat. Think of it as a vegetarian substitute for bog standard meat products, for example, meat patties in your burgers. Ingredients for a plant-based meat patty could include your very own garden pea, […]

Greta, Hugo and the power of “you”
– Morphic Asset Management

It was said by Victor Hugo “Nothing is stronger than an idea whose time has come”. And in this vein, it is remarkable to think it was just over one year ago on the 20^th of August 2018 that 15-year-old Greta Thunberg began protesting alone outside of Swedish parliament against Climate ChangeEmergency. With incredible speed, this has morphed to hundreds of thousands of people globally protesting against the lack of action on addressing the existential threat civilization is facing.

Last […]

InvestNow News 27th Sep – Harbour – Perspectives on China: Do not expect a sugar rush

Andrew Bascand – Sep 24, 2019

• The longer-term narrative remains intact: urbanisation and the rise of the middle-class consumer
• Consumption habits continue to move online but are fractionalising, moving at a fast […]
  

InvestNow News 27th Sep – Harbour – NZ Monetary Policy: Diminishing Returns

Hamish Pepper – Sep 26, 2019

• The Reserve Bank of New Zealand (RBNZ) kept the Official Cash Rate (OCR) at 1.0% at its OCR Review this week, surprising the market with a rather sanguine tone, given the deteriorating global backdrop.
• The RBNZ noted that both fiscal and monetary policy […]