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 […]
InvestNow News 8th April – AMP Capital – Investment Performance Surveys
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 […]
InvestNow News 8th April – AMP Capital – Market Watch April 2019
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.
InvestNow News 29th Mar – AMP – Proxy Voting & ESG Investment Research
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. […]
InvestNow News 29th Mar – AMP – Supply chain and sustainable development goals
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 […]
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 […]