InvestNow News 16th August – Milford – Fund Fact Sheet – July 2019

InvestNow News 16th August – Milford – Fund Fact Sheet – July 2019

The July 2019 Fund Factsheet for the Milford Diversified Income Fund can be found here.

By |2019-08-16T12:03:46+12:00August 16th, 2019|Fund Manager News|0 Comments

InvestNow News 16th August – Salt – Fund Fact Sheets – July 2019

InvestNow News 16th August – Salt – Fund Fact Sheets – July 2019

New Zealand equities rose strongly in July, with the S&P/NZX50 up +3.4% in the month, lifting the year to date return to a staggering +23.2% as the biggest companies continued to outperform. The Salt Dividend Appreciation Fund advanced by +2.77% in the month of July. The largest contributor was the Fund’s overweight in a2 Milk which had a monthly return of 22.8%.

For more detail, the July 2019 Fund Factsheet […]

By |2019-08-16T12:11:56+12:00August 16th, 2019|Fund Manager News|0 Comments

InvestNow News 16th August – Pathfinder – July 2019 Update

InvestNow News 16th August – Pathfinder – July 2019 Update

“Whatever it takes” – Reserve Bank of New Zealand Governor Adrian Orr as he cut the official cash rate (OCR) to a record low of 1%.

MARKET COMMENTARY

NZ’s domestic outlook is far from weak, however the RBNZ worries about the global picture. Governor Adrian Orr said the RBNZ is ready to do “whatever it takes” – echoing the famous words of ECB president Mario Draghi in the midst of the European Debt Crisis. Be […]

By |2019-08-16T12:15:44+12:00August 16th, 2019|Fund Manager News|0 Comments

InvestNow News 16th August – Elevation – Content is King

InvestNow News 16th August – Elevation – Content is King

Elevation Capital

CBS and Viacom have announced they will combine in an all-stock merger to create ViacomCBS, a global producer and distributor of premium content.  The Elevation Capital Global Shares Fund owns shares in both Viacom and CBS.  We first invested in Viacom in 2014 and a copy of our original presentation on the company may one found here.

Read the rest of the Elevation Capital update on […]

By |2019-08-16T12:14:00+12:00August 16th, 2019|Fund Manager News|0 Comments

InvestNow News 9th August – AMP Capital – The growing role of ESG in infrastructure

AMP Capital – The growing role of ESG in infrastructure

Giuseppe Corona, Head of Global Listed Infrastructure London, United Kingdom

5th August 2019

As a long-standing signatory to the Principles for Responsible Investment (PRI), environmental, social and corporate governance factors are integrated across all our major asset classes, including infrastructure.

When investing in infrastructure assets, we view ESG issues in the same way we do any other investment risks which have the potential to impact on the performance […]

By |2019-08-09T12:28:59+12:00August 9th, 2019|Fund Manager News|0 Comments

InvestNow News 9th August – Harbour Investment Horizon – Payments: The Disruption of a Two Trillion Dollar Industry

InvestNow News 9th August – Harbour Investment Horizon – Payments: The Disruption of a Two Trillion Dollar Industry

5th August 2019

Key Points

  • The two trillion-dollar global payments industry is forecast to grow 9% p.a. through to 2022
  • Chinese companies are leading payments innovation and expanding globally
  • Disruption in the payments industry is being driven by technological and regulatory change

The global payments industry is one that sits quietly underneath the world’s economies. Generally, businesses facilitating payments have been very successful through […]

By |2019-08-09T12:23:53+12:00August 9th, 2019|Fund Manager News|0 Comments

InvestNow News 9th August – Antipodes – Investing in the face of uncertainty

InvestNow News 9th August – Antipodes – Investing in the face of uncertainty

Antipodes

1st Feb 2019

If we begin with certainties, we shall end in doubts; but if we begin with doubts, and we are patient with them, we shall end in certainties – Sir Francis Bacon

Fat tails

Perhaps the most challenging aspect of risk management is accounting for uncertainty. Unlike risk, uncertainty implies an inability to determine the likelihood and/or impact of a future event. As risk managers, our role is […]

By |2019-08-09T12:16:18+12:00August 9th, 2019|Fund Manager News|0 Comments

InvestNow News 9th August – Devon Funds – Investor Update July 2019

InvestNow News 9th August – Devon Funds – Investor Update July 2019

The Mixed Ownership Model Has Been a Win – Win

In May 2013 the New Zealand government engaged in a strong push towards partially privatising a number of our major infrastructure businesses, by listing them on the New Zealand Stock Exchange. The Government sold down 49% of the ownership in three electricity companies to a range of investors including Kiwisaver funds, iwi, mum-and-dad investors and institutions. The program began […]

By |2019-08-09T12:09:20+12:00August 9th, 2019|Fund Manager News|0 Comments

InvestNow News 9th August – AMP Capital – August Market Wrap

InvestNow News 9th August – AMP Capital – August Market Wrap

Greg Fleming – Head of Investment Strategy

August, 2019

After a strong couple of months for equity markets, August has started with a more nervous tone with ongoing US-China trade frictions.

By |2019-08-09T12:02:31+12:00August 9th, 2019|Fund Manager News|0 Comments

InvestNow News 9th August – AMP Capital – Comments on the RBNZ rate cut

InvestNow News 9th August – AMP Capital – Comments on the RBNZ rate cut

Carrick Lucas – Fixed Income Analyst

07 August, 2019

The RBNZ shocked the market today by cutting the Official Cash Rate by 50bps to a record low of 1.00%, in response to downside risks to both domestic and global growth. Today’s rate cut should help to boost business and consumer confidence, and support the housing market.

Carrick Lucas from our NZ Fixed Income team talks through […]

By |2019-08-09T11:58:14+12:00August 9th, 2019|Fund Manager News|0 Comments