Current Term Rates – 19th Dec 2018
Here are the current rates our banks are offering1:
1Rates are valid as at 12:00pm 19th December 2018
InvestNow News 14th December – AMP Capital – Investigative Journalism
Using investigative journalism in fund management
With advances in technology providing investors with ready access to market and company information, gaining a competitive edge is becoming increasingly difficult.
To adapt to this environment, fund managers around the world are increasingly seeking alternative ways to unearth unique information and insights.
Trent Loi, portfolio manager for AMP Capital’s Core […]
InvestNow News 14th December – Harbour – Volatility Strikes Back
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 volatility as news headlines emerge, we expect that this […]
InvestNow News 14th December – AMP Capital – Market Watch with Greg Fleming
Greg Fleming (Head of Investment Strategy)
Greg talks through the key events in what was a volatile month globally, with wild swings in equity markets. Moving forward, geopolitical risks remain in the backdrop and Greg outlines the opportunities we see in terms of the positioning of our diversified funds as markets continue to transition …
InvestNow News 14th December – AMP Capital – Global Listed Real Estate
UPDATE ON AMP CAPITAL GLOBAL LISTED REAL ESTATE TEAM
10 December 2018
A few months ago, we announced two additions to the Global Listed Real Estate (GLRE) business, with important hires in the Hong Kong and Sydney offices. These have been key to our goal of strengthening our global capabilities in order to deliver exceptional outcomes for our clients.
Following on from this, we are excited to announce two […]
InvestNow News 14th December – Mint – Manage Risk In A Climate Of Fear
10th December 2018
Turning down the vol: how to manage risk in a climate of fear
Mint Asset Management chief, Rebecca Thomas, explains an active strategy that can take the edge off losses in volatile times…
The roller-coaster ride of volatility is back.
After years of unnatural calm on global share markets, 2018 began and has almost ended with a sharp reminder that prices can rapidly travel in more than one direction.
Theoretically, active managers should prove their […]
InvestNow News 14th December – Morphic – November Report
30th November 2018
Portfolio review
The Fund fell 1%, outperforming global shares over the month by 0.5% in AUD terms. The fall was despite markets rebounding by 1.3% in USD, as the rise in the AUD offset the increase in markets.
The bounce was led by the more cyclically sensitive markets. Asia was up 4.3% in US dollars and Emerging Markets more generally were up 4.1%. Europe (-1.1%) and Japan (+0.4%) were the laggards. […]
InvestNow News 14th December – Elevation Capital – November Update
30th November 2018
Commentary – Value Fund
The “Kiwi” might be a flightless bird, but our currency was soaring during November. Below is a table highlighting in percentage terms the NZ Dollar’s appreciation vs key currencies in November 2018.
Value Fund pivots to European Equities during 2018
One of the key tenets of value investing is “price is what you pay, value is what you get”. Accordingly, throughout 2018 the Fund has shifted its focus […]
InvestNow News 14th December – Mint – November Commentary
30 November 2018 Monthly Fact Sheet – Mint Funds
Market Commentary:
Global markets were mixed in November after the October sell off. The S&P500 rose 2% helped by a more dovish view on interest rates with the market taking a sanguine view of a Democrat majority in Congress and Republican Senate. European markets (c-1.7%) were weaker on softer economic data with the Brexit saga reaching a […]
InvestNow News 14th December – Pathfinder – November Update
November Review
“I do not say that this deal is perfect – it was never going to be …. we should not let the search for the perfect Brexit prevent a good Brexit …” Theresa May addressing the House of Commons
Market Commentary
The Brexit process is messy, and is likely to get much messier soon. On December 11 the UK parliament votes on the mammoth 585 page withdrawal deal – chances are they will reject it.
An approved deal […]