InvestNow News – 11th June – Franklin Templeton – THE PUSH AND PULL TOWARD EMERGING MARKETS

Article written by Alberto J. Boquin, CFA, Franklin Templeton – 1st March 2021

In a previous post, my colleague Carol Lye highlighted two key tailwinds supportive of emerging markets (EM) in 2021: an easy U.S. Federal Reserve (Fed) and robust Chinese growth. Add to that buoyant commodity prices, rapid vaccination rates in the developed world, and a global—almost frenzied—search for yield. All these factors are […]

InvestNow News – 11th June – Harbour Asset Management – Are retail interest rates about to rise?

Article written by Hamish Pepper, Harbour Asset Management – 1st June 2021

• Despite substantial increases in wholesale interest rates over the past 6 months, retail rates have mostly declined as the Reserve Bank of New Zealand has kept the Official Cash Rate unchanged and offered cheap bank funding through its Funding for Lending Programme.
• The Reserve Bank of New Zealand is now more confident in […]
  

InvestNow News – 11th June – Elevation Capital – Global Shares Fund – May 2021 Update

Update by Elevation Capital – 2021

The Global Shares Fund Portfolio is updated regularly on our website so our investors can track and learn more about what they own.

CLICK HERE TO VIEW THE ENTIRE GLOBAL SHARES PORTFOLIO

SUMMARY […]

InvestNow News – 28th May – ANZ Investments – Market Flash: New Zealand Government unveils 2021 Budget

Article written by ANZ – 20th May 2021

On Thursday, New Zealand Finance Minister Grant Robertson delivered the 2021 Budget, a balance between fiscal responsibility and addressing several issues that New Zealand face in its post-pandemic recovery.

Despite the improving global outlook, thanks to the vaccination rollout, Robertson has continued to reiterate that New Zealand is not out of the woods. Against a backdrop of cautious optimism, […]

InvestNow News – 28th May – Franklin Templeton – MACROECONOMIC UPDATE – FIRST QUARTER 2021

Article written by Francis Scotland, Franklin Templeton – 19th April 2021

AMERICA’S U-TURN

The U.S. economy has not had a really big economic boom since the Reagan tax cuts in the early 1980s. However, 2021 is shaping up to be another one, especially if the COVID-19 vaccinations succeed and the variants spreading around the world fail to produce more setbacks. The economy is snapping back, but politicians are drunk […]

InvestNow News – 21st May – Nikko AM – New Zealand Fixed Income Monthly April 2021

Article written by Nikko AM NZ – 19th May 2021

The key themes for the New Zealand bond market in 2021 have been the steepening of the yield curve and relatively limited issuance, which has kept credit spreads tight. Inflation remains a risk, and demographics will be a major factor for an economy dependent on migration for growth.

Steep yield curve, tight credit spreads
The steepening of the yield […]

InvestNow News – 21st May – Nikko AM – Interest Rates Up, Bond Prices Down. Is There a Silver Lining?

Article written by Nikko AM NZ – 19th May 2021

After a long period of falling rates, it looks like we’re about to see a reverse in this trend—at least for long-term rates. What’s driving the change and what could it mean for investors with exposure to bonds?

The push for an increase in rates

While the Reserve Bank’s Official Cash Rate looks likely to […]

InvestNow News – 21st May – Harbour Asset Management – REINZ data shines a light

Article written by Simon Pannett, Harbour Asset Management – 14th May 2021

• The housing market holds firm in first read post significant policy changes
• Yesterday’s Real Estate Institute of New Zealand (REINZ) data is the most significant indicator of the housing market since the significant policy changes introduced on 31 March.
• This relatively strong data suggests that it takes both supply and time to cool a housing […]
  

InvestNow News – 21st May – Pie Funds – How does company culture impact returns?

Article written by Mark Devcich, Pie Funds – 17th May 2021

Company culture can have a material impact on investment returns, says Chief Investment Officer and Portfolio Manager Mark Devcich. So why is culture so important? 

Companies with strong culture can determine the success of a business. A company is just a collection of people, so the motivation and drive of those people will ultimately determine the success of the […]

InvestNow News – 21st May – Pie Funds – Why factory automation could be 2021’s success story

Article written by Guy Thornewill, Pie Funds – 31st March 2021

Demand for better factory automation is providing global investment opportunities for Pie. Guy Thornewill, Pie’s Head of Research UK & Europe and Senior Investment Analyst, explains.

Global factory automation companies are thriving, as demand for innovation and efficiency soars. Pie is invested in companies in this sector to take advantage of the growth. What are the benefits of […]