InvestNow News 5th July – Russell Investments – Global Market Outlook – Q3 update: Inversion aversion

InvestNow News 5th July – Russell Investments – Global Market Outlook – Q3 update: Inversion aversion

June 2019

China stimulus, global central bank easing and a U.S.-China trade-war ceasefire could set the scene for a rebound in the global economy later in the year. However, the inversion of the U.S. yield curve and the downtrend in business confidence indicators keep us cautious at mid-year.

We have an underweight preference for U.S. […]

By |2019-07-05T12:35:17+12:00July 5th, 2019|Fund Manager News|0 Comments

InvestNow News 5th July – AMP Capital – New Zealand Insights June 2019

InvestNow News 5th July – AMP Capital – New Zealand Insights June 2019

Managing Director and Chief Economist, AMP Capital New Zealand

Growth still subdued…

The New Zealand economy continues to expand at a subdued pace, at least when compared to recent history. Growth is currently running at around an average 0.5% per quarter, or an annualised pace of 2%.

The most recent data for the March 2019 quarter showed the economy expanding at 0.6% in the […]

By |2019-07-05T12:56:10+12:00July 5th, 2019|Fund Manager News|0 Comments

InvestNow News 5th July – AMP Capital – Market Watch – July 2019

InvestNow News 5th July – AMP Capital – Market Watch – July 2019

Greg Fleming, Head of Investment Strategy

In this extended update Greg looks back on the first half of the year which despite bouts of volatility produced strong asset returns. June was a particularly strong month following trade and interest rate uncertainty in May.

He also provides an outlook for the rest of the year and covers the key geopolitical and central bank activity which will be crucial in […]

By |2019-07-05T12:13:11+12:00July 5th, 2019|Fund Manager News|0 Comments

InvestNow News 5th July – AMP Capital – ESG Wrap – Fully charged: The future of electric cars

InvestNow News 5th July – AMP Capital -Fully charged: The future of electric cars

17th June 2019

Karin Halliday – Senior Manager, Corporate Governance, Sydney

At the other end of the spectrum from Formula One is Fully Charged Live, a three-day car festival with a difference. Fully Charged Live is a festival of clean energy tech and electric vehicles held at UK’s Silverstone racetrack. It showcases every electric vehicle available in the UK, as well as […]

By |2019-07-05T12:14:45+12:00July 5th, 2019|Fund Manager News|0 Comments

InvestNow News 5th July – Devon – Investor Update – June 2019

InvestNow News 5th July – Devon – Investor Update – June 2019

June 2019

Will Interest Rates Support Share Markets, Again?

Since November 2017 global interest rates have fallen sharply. While the trend towards declining interest rates over the last 30 years has been clear, the rate of decline has increased significantly and become more fascinating as interest rates approach zero. The most important benchmark for this has been the pricing of US 10-year Treasuries where the interest rate since November […]

By |2019-07-05T12:15:58+12:00July 5th, 2019|Fund Manager News|0 Comments

InvestNow News 5th July – Milford – Value is in the eye of the beholder

InvestNow News 5th July – Milford – Value is in the eye of the beholder

Stephanie Perrin, Investment Analyst – May 21, 2019

Warren Buffett is heralded as the greatest value investor of all time. Investment Analyst Stephanie Perrin looks at why he avoided investing in technology stocks and how this has affected Berkshire Hathaway returns.

Tens of thousands of investors recently undertook the annual pilgrimage to Omaha, Nebraska to hear words of wisdom from Warren Buffett, otherwise known as the ‘Oracle of […]

By |2019-07-05T11:55:00+12:00July 5th, 2019|Fund Manager News|0 Comments

InvestNow News 5th July – Milford – Emerging markets alive with opportunity

InvestNow News 5th July – Milford – Emerging markets alive with opportunity

5th June 2019 

Portfolio Manager Stephen Johnston discusses the plethora of opportunities available to NZ companies selling goods and services into emerging market countries.

Watch the interview below …

By |2019-07-05T11:41:01+12:00July 5th, 2019|Fund Manager News|0 Comments

InvestNow News 5th July – Milford – Vodafone and the shrinking NZX

InvestNow News 5th July – Milford – Vodafone and the shrinking NZX

29th May 2019 

Portfolio Manager Sam Trethewey discusses the recent buyout of Vodafone NZ and the squeeze on the NZX. Why are NZ companies listing on offshore exchanges?

Watch the interview below …

By |2019-07-05T12:18:49+12:00July 5th, 2019|Fund Manager News|0 Comments

InvestNow News 5th July – Milford – Savers suffer record low interest rates

InvestNow News 5th July – Milford – Savers suffer record low interest rates

28th May 2019 

Portfolio Manager Mark Riggall discusses the recent Reserve Bank rate cut and what record low interest rates mean for savers.

Watch the interview below …

By |2019-07-05T11:36:22+12:00July 5th, 2019|Fund Manager News|0 Comments

InvestNow News 5th July – Morphic – The Power of [Self Interest] Toasters

InvestNow News 5th July – Morphic – The Power of [Self Interest] Toasters

3rd July 2019

Within Ethical Investing and ESG, Morphic has been a long-time proponent of capitalism as the solution for some of the environmental challenges the world faces. Because capitalism, for all of its faults and flaws, is undoubtedly the most efficient way to solve these problems. Rather than appealing to the good nature of people, appeal to their hip-pocket. It is why government policy and the fight to […]

By |2019-07-05T11:02:24+12:00July 5th, 2019|Fund Manager News|0 Comments