Scooting can be serious business! Ashley Gardyne was on the ground in China to scope investment opportunities and saw first hand how scooter delivery services are impacting both traditional retailers and e-commerce giants.
Tech giant apple once seemed unbeatable, so what is really behind its latest share price tumble? Delving into the story behind the Apple fall highlights some trends in consumer electronics sector that are relevant for investors.
Whether you’re a portfolio manager or a first-time KiwiSaver member, we all face similar challenges when deciding what to invest in, how much risk to take or how to respond to volatile markets. Frank Jasper shares three of his top tips.
January 22nd
“You must always be able to predict what’s next and then have the flexibility to evolve.” Marc Benioff
Each half, as part of our outlook for the coming six months, we provide a series of “anti-forecasts” for what will NOT happen over this period. This is a light-hearted way to approach the vagaries of forecasting to look at things from the […]
Market Commentary
Sometimes markets are referred to as being either ‘risk on’ or ‘risk off’. What these jargon terms are referring to is whether investor behaviour is generally favouring riskier investments (risk on) and therefore buying such assets and pushing their prices higher, or fearful of losses and therefore investing in lower risk or safer assets (risk off). These sentiment swings are powerful forces and have […]
23rd Jan 2019
“Why Diversified Funds need to be on the investment supermarket shopping list”
Everyone knows the proverb “don’t put all your eggs into one basket”. My mother’s interpretation, when growing up through the depression and war years, was don’t put all your savings into one bank.
The proverb, could have saved many New Zealanders from losing their savings in the 1987 Share Market Crash. Much of […]
29th Jan 2019 – Mark Brown
This week saw the release of NZ CPI inflation for Q4 2018. While headline annual inflation measure remained below 2%, the details showed core underlying pressures a little stronger than expected and continuing to lift to target. Rather than sparking any immediate change in policy direction, in our view, the CPI release will see the RBNZ continuing to “watch, worry, and […]
Morphic’s half year report for July to December 2018 is now available – covering what has happened in stock holdings and the market and the outlook for 2019.
Johnson & Johnson – the writing was on the wall…
Responsible investors can be forgiven for experiencing more than a little schadenfreude over Johnson & Johnson’s tumble on US markets before Christmas.
The US healthcare giant saw […]
Market Commentary, December 2018
Sometimes markets are referred to as being either ‘risk on’ or ‘risk off’. What these jargon terms are referring to is whether investor behaviour is generally favouring riskier investments (risk on) and therefore buying such assets and pushing their prices higher, or fearful of losses and therefore investing in lower risk or safer assets (risk off). These sentiment swings are powerful forces and have an enormous effect on how securities are priced. The latter part of 2018 was characterised […]