InvestNow News 3rd May – Fisher – Goodbye to the corporate bond market
InvestNow News 3rd May – AMP Capital – Top 10 ESG Issues for 2019
Environment, social and governance (ESG) issues are a crucial part of our investment process. They affect the way we invest and where we invest. They also inform our global engagement agenda, which is the list of issues that we target in an attempt to change companies’ behaviour for the better.
The relevance of these issues has never been greater. Investors want data on, and progress […]
InvestNow News 18th April – AMP Capital – Divestment of civilian firearms investments
AMP Capital (New Zealand) Limited has decided to divest from companies that are involved in the production of civilian firearms. This delivers on our ongoing commitment to responsible and ethical investment, and reflects New Zealanders changing attitudes towards firearms following the events in Christchurch.
We will be writing to the underlying investment managers affected by this change, instructing them to progressively sell down their civilian arms holdings, with divestment expected to be completed by 30 […]
InvestNow News 18th April – AMP Capital Joins Collaborative Engagement Initiative with Social Media Companies
AMP Capital has joined the NZ Super-led shareholder engagement initiative aimed at pressuring social media companies to strengthen controls on objectionable content. This collaborative engagement brings together 44 entities (26 from New Zealand and 18 international), representing over NZ$1.5 trillion of assets under management.
InvestNow News 18th April – Harbour Navigator Macro Research Day
- Harbour’s Macro Research Day is a chance to revisit research anchoring our medium-term view.
- Locally, we expect economic activity to moderate rather than slow sharply. While on one hand the market is pricing in cuts to the OCR, we continue to see core inflation measures rising which means that rate cuts, while possible, are not a done deal.
- Globally, we see global monetary policy remaining supportive of financial […]
InvestNow News 18th April – Morphic – Podcast: Responsible Investing
2NUR FM – Responsible Investing with Steven Pritchard and Jack Lowenstein
In this podcast, Steven Pritchard explores the world of Responsible Investing with Morphic’s Joint-CIO Jack Lowenstein.
InvestNow News 12th April – Salt – Fact Sheets March 2019
Fact sheets for March are available here:
InvestNow News 12th April – Harbour Outlook Records Broken
Key points
- Global share markets continued their rally in March, benefitting from confirmation of a more accommodative US Federal Reserve (the Fed) and more positive rhetoric from the trade negotiations between the US and China.
- Global growth continued to show signs of weakness during Q1, most notably in Europe. While the US is showing signs of slowing, it looks more like a “muddle through” scenario, than a recessionary one.
[…]
InvestNow News 12th April – Mint – Portfolio Returns & Commentaries – March 2019
The NZ share market rose 5.6% easily out-pacing the UK, the US, Australia, and just ahead of China’s 5.5%. There was no particular company specific news to drive the NZ market so hard. Rather, global bonds rallied (yields fell) throughout the month as the market digested the dovish stance of the US Federal Reserve, and the US yield curve inverted for the first time in a decade. Historically an inverted […]