Taxing our Future

The recently released Tax Working Group (TWG) report “Future of Tax” should more correctly have been labelled “Taxing our Future”. Tax is an incredibly important component of a well-functioning economy and it is good to review our tax structures periodically. Unfortunately, rather than being a visionary document as we might have hoped, the TWG have produced a […]

February 2019 Fund Performance & Commentary

Here is a snapshot of the key factors driving the performance of markets and your funds last month.

Frank Jasper – Chief Investment Officer, 06 March, 2019

The state of the global economy and volatile markets has been the focus of much discussion in past few months.  It makes for great conversation and a lot of, mostly scary, newspaper headlines.

While interesting it’s not what really drives the long run return of your investment portfolio. Ultimately it’s the power […]

Frank Jasper – Chief Investment Officer, 06 March, 2019

In February the much awaited recommendation on capital gains tax was released by the Tax Working Group.

Many of you have been asking for our thoughts on this and what this might mean for your investments. I’d encourage you to remember that at this stage this is merely a recommendation, and we […]

25 Feb, 2019

Read the memo below for details with regards to changes to the benchmarks of the NZ Bond and NZ Corporate Bond funds and additional SRI criteria that is being applied to the Global Shares funds.

Full details here >

25 Feb, 2019 – CNBC Markets

Morphic’s Head of Macro and Risk Geoff Wood discusses the upcoming summit of the two leaders and the ongoing U.S.-China trade tensions.

Watch the video

26 Feb, 2019

Here are three important questions Chad Slater answers to help you better understand the world of behavioural finance and how investors can utilise its lessons:

27 Feb, 2019

“Our experts share their thoughts on the key economic and investment themes that will shape the year ahead, as well as what’s on the minds of clients we engaged with on our Investment Outlook 2019 roadshow”.

Patrick Bradley, Senior Vice President Investment Research, Brandywine Global, Feb 2019

Environmental, Social, and Governance (ESG) factors have increasingly become a part of investment research efforts, whether the focus is equities, corporate bonds or sovereign bonds. Investor interest continues to grow as well. ESG’s impact on investments is gaining traction. The information void continues to be filled and investment managers […]