InvestNow News 27th May – Fisher – Game of thrones or the biggest loser
InvestNow News 27th May – India Avenue – Indians back Modi growth agenda
In their latest AFR opinion piece, India Avenue highlights Narendra Modi’s emphatic victory in India’s national election.
“… Modi’s 2nd term in power clearly shows that the people of India continue to back his pro growth agenda, despite some road bumps in the previous 5 years. With a mandate now to accelerate reforms, we feel India is at an inflection point in its economic development.
Facing a half-billion person rural-to-urban migration over the next decade, India’s PM now has a […]
InvestNow News 27th May – AMP Capital – Budget 2019 Webinar
You are invited to join Bevan Graham, AMP Capital’s Managing Director NZ & Chief Economist, on Friday 31 May for a post-Budget webinar, starting at 10.30 am.
Bevan will discuss the Budget from an economic and fiscal point of view, and analyse the implications for investors. It is also the first ‘wellbeing Budget’ so will include a discussion of the new approach, how it differs the previous framework, and whether it is likely to lead to improved outcomes for […]
InvestNow News 17th May – Pathfinder – Market Update – April 2019
Market Commentary
Conventional wisdom a year ago, was for rising rates. Now expectations appear to have flipped, with a key driver of markets in 2019 being a move lower in interest rates. This has seen buying demand for risk assets, particularly “bond proxy” equities, as investors hunt for income […]
InvestNow News 17th May – AMP Capital – ESG Wrap
April 2019
Welcome to the Environmental, Social and Governance (ESG) Wrap, where our team shares the latest ESG issues and their implications for investors.
Gender diversity features as a theme in this edition, which is timely given the recent release of The Global Gender Gap Report 2018.
The report’s findings show there is still a 32.0% average gender gap that remains to be closed, but the directionally-positive average trend registered this year is supported […]
InvestNow News 17th May – Russell Investments – The U.S.-China trade war escalates. Will business confidence levels take a hit?
May 10 20
Russell Investments published a rapid-response Market Week in Review blog post on the escalation in the U.S.-China trade war and the potential market and economic impacts.
Key highlights
- CEO confidence levels are susceptible to drop as business leaders mull changes to how business is done in the U.S. and globally, in light of the new tariffs.
- Business hiring and investment may slow due to the trade-war escalation, as it […]
InvestNow News 17th May – Elevation – Fund Update April 2019
The full fund update for April 2019 is available here.
InvestNow News 17th May – Salt – Fact Sheets April 2019
Fact sheets for April are available here: