InvestNow News 18th Jan – Salt – Fund Factsheets
December 2018 Fund Factsheets for the Salt Dividend Appreciation Fund & Salt Enhanced Property Fund.
InvestNow News 18th Jan – Harbour – Changes to Fixed Income team
14th January 2019
Today we have some news to share which is both exciting and sad.
Christian Hawkesby, our founding Head of Fixed Income, has resigned, to take up a new role as an Assistant Governor at the Reserve Bank of New Zealand.
Christian has been an amazing colleague and leader for Harbour as we have grown a successful business, however this is a rare opportunity for him that […]
InvestNow News 18th Jan – Elevation – You Own A Stake In Spotify
This month Elevation provide background on the investment in Spotify, an update on their #NZXNOW engagement with the NZX re transparency and the commentary on the value Fund.
InvestNow News 18th Jan – Fisher – Key Factors Driving Performance
A SNAPSHOT OF THE KEY FACTORS DRIVING THE PERFORMANCE OF MARKETS AND YOUR FUNDS LAST MONTH
New Zealand Growth Fund
The New Zealand sharemarket was an island of calm in a storm during December, with flat performance and very low intra-month volatility compared to global stock markets that had very high levels of volatility and fell sharply. Our NZ portfolio returned 1.2% […]
InvestNow News 18th Jan – Fisher – Christmas Volatility
Well Santa didn’t deliver on my Christmas wish.
December was incredibly volatile with markets around the World tumbling. New Zealand was, once again, a strong performer relative to other markets only falling 0.1% for the month. In contrast for much of the World it was a very weak month. The US S&P 500 share market index […]
InvestNow News 18th Jan – Harbour – Volatility Strikes Back
7th December 2019
Key points
- Financial market volatility has increased in recent months but still remains relatively low by historical standards.
- While the macroeconomic data continues to point to a strong US economy, we are expecting the US Federal Reserve to be more cautious and data dependent as they approach more neutral interest rate settings.
- While US-China tensions are likely to be a source of […]
InvestNow News 11th Jan – Morphic – December 2018 Performance Report
Ethical Investing in Focus
The momentum behind Ethical Investing continued throughout 2018 both here in Australia and globally. As more asset owners demand such an approach from their asset managers, taking account of ESG risks in addition to traditional financial aspects of investments will continue to have an […]
InvestNow News 11th Jan – India Avenue – Review and Outlook for Indian Equities
Returns for the Indian Equity Market vs Other Key markets in 2018
It was a year where benchmark indices representing Indian equity markets performed quite well relative to their emerging market and developed market peers. Three regions to fare particularly poorly in 2018 were China, Australia and Emerging Markets (which China dominates). Australian investors […]
InvestNow News 11th Jan – Devon – End of the bull market or an opportunity to buy?
December Monthly Update
The end of the bull market or an opportunity to buy?
For those investors that were hoping for a Christmas rally in equities, the gifts found under the tree this year were disappointing. In fact, in a month which is renowned for its positive performance, the US Dow Jones Index recorded its worst December since 1931 […]
InvestNow News 11th Jan – Harbour – Take the long-term view: why have equity markets been weak?
Take the long-term view: why have equity markets been weak?
Shane Solly, Jan 7, 2019
Key points
Equity markets have re-traced and become more volatile over the second half of 2018.
- Tighter monetary policy has sapped liquidity
- Lower liquidity has contributed to higher volatility
- Investors have become more bearish
History reminds us that those investors who take a long-term view and invest when equity […]