Article written by Andrew Clifford, Platinum Asset Management – 29th July 2021
Article written by Elevation Capital – July 2021
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Article written by Stuart Williams, Nikko AM – 20 July 2021
In a week’s time, some of the best sportspeople in the world will gather in Tokyo to compete to become Olympic Champion in their chosen discipline. With so many elite performers to choose from, picking an Olympic team to represent your country can be difficult enough at the best of times. But at the worst of them, when […]
Article written by Mark Devcich, Pie Funds – 21st July 2021
How does the Pie Funds team use volatility to create opportunities? Mark Devcich, Pie’s Chief Investment Officer & Portfolio Manager, explains.
Volatility can create real opportunities for an active manager like Pie, if we can successfully control our emotions.
Over the long term, investment returns on a fund will mimic the returns of the investments, which should mimic the returns on incremental […]
Update by Elevation Capital – 2021
The Global Shares Fund Portfolio is updated regularly on our website so our investors can track and learn more about what they own.
Article written by Andrew Clifford, Platinum Asset Management – 14th July 2021
Article written by Hamish Pepper, Harbour Asset Management – 15th July 2021
Article written by Andrew Bascand, Harbour Asset Management – 5th July 2021
As the global economic recovery moves forward into an expansion phase, we think now is an extremely good time to check on longer term investment objectives, risk tolerance and whether portfolios would benefit from strategic rebalancing. The subsidiary questions you may wish to explore are whether your portfolio is set for fresh risks from climate change, a […]
Article written by Devon Funds – 7th July 2021
7th July 2021: As we rule off another quarter, the experience for equity investors remains a positive one. The US S&P500 Index closed on June 30 at a record high, having rallied more than 8% since March. Closer to home the returns have also been good, albeit recently it has been […]
Article written by Mark Devcich, Pie Funds – 8th July 2021
June was a good month as markets rallied around the world, led by the US, and also the NZ dollar was weaker.
It has been a strong first half of the year, particularly for stocks in the cyclical sectors such as resources and financials, as investors have become more accepting […]
