InvestNow News 8th April – Devon – Monthly Update – March 2019

A Trip to China

In managing our clients’ NZ and Australian investments it is critically important to have a clear view on what is happening in China. China is not only the world’s second largest economy, it is also Australia’s and New Zealand’s largest trading partner (c. 20-30% of both countries’ exports) and its economic performance influences investor sentiment in […]

By |2019-04-08T10:58:00+12:00April 8th, 2019|Fund Manager News|0 Comments

InvestNow News 8th April – Morphic – Perspectives Series – April 2019

INTRODUCTION

On recent trips to the local supermarket you begin to notice that the cost of the shopping appears to be getting a little more expensive. Friends have been talking about a new store that has opened a few suburbs away and so you decide to visit it the next time. To your surprise, not only is it substantially cheaper but the quality is also pretty good. This story has been […]

By |2019-04-08T10:43:09+12:00April 8th, 2019|Fund Manager News|0 Comments

InvestNow News 8th April – AMP Capital – Investment Performance Surveys

Greg Fleming, Head of Investment Strategy New Zealand

Returns-chasing investors value top-performing funds and prioritise them for their investment allocations. But what does ‘top-performing’ actually mean? The naïve answer is that this is self-evident – the funds with the highest rolling returns over a given period – but this concept is quite misleading.

Because investors are all targeting a different future point at which their accumulated funds will be converted into cash and redeemed from […]

By |2019-04-08T10:07:12+12:00April 8th, 2019|Fund Manager News|0 Comments

InvestNow News 8th April – AMP Capital – Market Watch April 2019

April 2019 – Greg Fleming, Head of Investment Strategy New Zealand

It’s been a very positive March Quarter for market returns, particularly in US and NZ equities, but gains are more muted now as global growth slows. Greg also discusses the key geopolitical risks we’re watching, as well as a possible rate cut on the cards in NZ and what direction the domestic economy is taking.

By |2019-04-08T10:09:18+12:00April 8th, 2019|Fund Manager News|0 Comments

InvestNow News 29th Mar – Fisher – Vista: Reaching all-time highs

Matt Peek – Investment Analyst — New Zealand Shares and Property & Infrastructure | 21 March, 2019

Vista Group is a great example of what we look for in an investment. It has been a strong performer recently, hitting all-time highs.

Vista is a little known New Zealand company that develops software for cinema […]

By |2019-03-29T10:27:16+13:00March 29th, 2019|Fund Manager News|0 Comments

InvestNow News 29th Mar – Fisher – 10 Years After Hitting Rock Bottom

Ashley Gardyne – Senior Portfolio Manager — International Shares | 21 March, 2019

10 years ago global share markets hit rock bottom. In March 2009, the US share market had more than halved from its peak and the New Zealand market had fallen more than 40%. With the benefit of hindsight […]

By |2019-03-29T10:19:27+13:00March 29th, 2019|Fund Manager News|0 Comments

InvestNow News 29th Mar – Fisher – Responsible Investing In Action

Robbie Urquhart Senior Portfolio Manager — Australian Shares | 21 March, 2019

One of our core investment beliefs at Fisher Funds is to only invest in companies that act responsibly.  What does this mean?  This means that we will not invest in companies that cause unconscionable harm.  This means that if companies engage in […]

By |2019-03-29T10:08:54+13:00March 29th, 2019|Fund Manager News|0 Comments

InvestNow News 29th Mar – AMP – Proxy Voting & ESG Investment Research

Feb 2019

AMP Capital’s approach to ESG – The what, why and how

AMP Capital is one of the longest-standing managers of responsible investment funds in Australia.

Understanding how a range of environmental, social and governance (ESG) factors may affect an investment has long been an integral part of AMP Capital’s investment process.

Long before becoming one of Australia’s first signatories to the Principles for Responsible Investment in 2007, AMP Capital dedicated specific resources to understanding the impact of ESG factors. […]

By |2019-03-29T10:00:15+13:00March 29th, 2019|Fund Manager News|0 Comments

InvestNow News 29th Mar – AMP – Supply chain and sustainable development goals

Rebekah Swan – Head of Distribution/Responsible Investment Specialist NZ

In a post last year I introduced the topic of the United Nations 17 Sustainable Development Goals (SDGs). These goals are a call for action by all countries to promote prosperity while protecting the planet. They recognise that ending poverty must go hand-in-hand with strategies that build economic growth and address a range of social needs, including education, health, social protection, and […]

By |2019-03-29T09:54:28+13:00March 29th, 2019|Fund Manager News|0 Comments

InvestNow News 29th Mar – Harbour – Capital Gains Tax: Unanswered questions for managed funds and KiwiSaver

Key points

  • We don’t know yet which measures suggested by the Tax Working Group will be adopted by the Government. There is still a lot of water to go under the bridge.
  • The proposed capital gains tax makes investing in New Zealand and Australian share markets less attractive, yet there is no proposed change to the tax regime for other share markets.
  • While managed funds like KiwiSaver will […]
By |2019-03-29T09:50:47+13:00March 29th, 2019|Fund Manager News|0 Comments