InvestNow News 15th Feb – Pathfinder – We are in the news!
Huge news for Pathfinder – we’ve joined with Alvarium, whose networks and resource will help take Pathfinder, and responsible investing, to the next level in NZ… Exciting times ahead!
InvestNow News 11th Feb – AMP – A pause doesn’t mean the Fed is finished
We expected the Federal Open Market Committee (FOMC) would pause its pattern of quarterly rate hikes at some point this year. While we acknowledged it would come sooner rather than later the question of exactly when was answered unequivocally last week with the Committee’s first meeting and Statement of the year. Along with […]
InvestNow News 11th Feb – Harbour – Australian Royal Commission: Final report shakeup
Andrew Bascand, Simon Momich |Feb 5, 2019
- Reshaping financial advice in Australia,
- an overhaul for financial regulation,
- however little fresh news for the banks
After a year long review the Hayne Royal Commission (RC) into Misconduct in Financial Services has laid out recommendations. This reshaping of the financial services industry has significant implications and received strong political support, ahead of a likely election by 18 May 2019. It is possible that […]
InvestNow News 11th Feb – AMP – Time to rally? Bearish brain meets bull market
6th Feb 2019 – Greg Fleming, Head of Investment Strategy
Time to ride the rally? Bearish brain meets bull market
One of the most interesting trends of the last decade is the rise of behavioural psychology. Behavioural finance – one of its sub-disciplines – has risen out of the debris of statistical investment modelling, which performed so poorly at the time of the Global Financial Crisis (GFC). Critics of the statistical […]
InvestNow News 11th Feb – Devon – Monthly Report – Jan 2019
What does the future hold for our capital markets?
The New Zealand financial markets regulator (FMA) and the New Zealand Stock Exchange (NZX) have announced that they will be undertaking a review of our Capital markets, called Capital Markets 2029. The review is ambitious and is designed to deliver a 10-year growth agenda and vision for the sector.
The term capital markets refers to the debt and […]
InvestNow News 11th Feb – Russell – Communique Q1 2019
Jan 2019
In the Q1 2019 edition of Communique, Russell Investments have covered the following topics:
- Fixed income: a book with more than one page – Noah Schiltknecht, Director, NZ Institutional
- To fear or not to fear the yield curve – Paul Eitelman, Senior Investment Strategist, North America
- The case for emerging markets – Ronal Prasad, Investment Analyst and Jim Wang, Senior Analyst
- Managing success: How do active managers handle increasing AUM? – Leola Ross, Ph.D., CFA, Director, Investment Strategy Research, John […]
InvestNow News 11th Feb – AMP – Market Watch – Re-Position Exposure to Growth Assets
Feb 2019 – Greg Fleming (Head of Investment Strategy)
World equity markets have staged a significant rebound at the start of the year, following a sharp correction at the close of 2018. Greg talks through the drivers behind this and why this presents an opportunity to re-position our exposure to growth assets.
InvestNow News 11th Feb – Harbour – Outlook – Fed Pause Party
8th Feb 2019
Key points
- Share markets rallied at the prospect of the US Federal Reserve pausing interest rate increases and hopes that trade talks between US and China may ultimately reach a positive conclusion
- US economic data has continued to paint a picture of an economy in good health, while data in Asia and Europe remains soft. China especially is showing signs of consumer […]
InvestNow News 11th Feb – Morphic – Monthly Update – Jan 2019
January 2019
Ethical Investing in Focus
The World Economic Forum Annual Meeting took place this month in Davos and one of the big challenges world leaders discussed was climate change. Big corporates like Procter & Gamble and Unilever joined forces with waste management company TerraCycle to launch Loop, a project that will allow people to reuse containers for popular household […]
InvestNow News 11th Feb – AMP – Strategic Asset Allocation Review – RIL Diversified Funds
8th Feb 2019
Introduction
We have recently reviewed the strategic asset allocation (SAA) of our Responsible Investment Leaders diversified funds. This was to incorporate recent economic, market and industry developments, and to ensure portfolio returns are maximised for the level of risk taken. The benchmark allocations are formally reviewed every three years. However, enhancements may still occur at other times should market conditions, regulatory settings or modifications to AMP Capital’s global outlook […]