InvestNow News – 14th May – Elevation Capital – Global Shares Fund: Monthly Update – April 2021


InvestNow News – 14th May – Elevation Capital – Global Shares Fund: Monthly Update – April 2021

Update by Elevation Capital – 2021

The Global Shares Fund Portfolio is updated regularly on our website so our investors can track and learn more about what they own.

CLICK HERE TO VIEW THE ENTIRE GLOBAL SHARES PORTFOLIO

By |2021-08-05T11:06:19+12:00May 14th, 2021|Fund Manager News|0 Comments

InvestNow News – 14th May – Harbour Asset Management – Harbour Outlook: Better earnings, falling yields see equity markets higher


InvestNow News – 14th May – Harbour Asset Management – Harbour Outlook: Better earnings, falling yields see equity markets higher

Article written by Harbour Team, Harbour Asset Management – 10th May 2021

The Harbour Investment Outlook summarises recent market developments, what we are monitoring closely and our key views on the outlook for fixed interest, credit and equity markets.

  • The New Zealand equity market (S&P/NZX 50 Gross with imputation) finished the month up 1.4%. The Australian equity market (S&P ASX 200) outperformed, rising […]
By |2021-08-05T11:06:59+12:00May 14th, 2021|Fund Manager News|0 Comments

InvestNow News – 14th May – Fisher Funds – INVESTING HIGHLIGHTS & LOWLIGHTS – April 2021 – Fisher Funds KiwiSaver & Managed Funds


InvestNow News – 14th May – Fisher Funds – INVESTING HIGHLIGHTS & LOWLIGHTS – April 2021 – Fisher Funds KiwiSaver & Managed Funds

Article written by Fisher Funds – 6th May 2021

A SNAPSHOT OF THE KEY FACTORS DRIVING THE PERFORMANCE OF MARKETS AND YOUR FUNDS LAST MONTH

All Fund returns below are after fees & before tax

New Zealand Growth Fund

The New Zealand Growth Fund was up 3% for the month. F&P Healthcare (+12%) gained strongly […]

By |2021-07-22T11:37:12+12:00May 14th, 2021|Fund Manager News|0 Comments

InvestNow News – 14th May – Fisher Funds – THE ORACLE SPEAKS – Beware casino investing


InvestNow News – 14th May – Fisher Funds – THE ORACLE SPEAKS – Beware casino investing

Article written by Ashley Gardyne, Fisher Funds – 6th May 2021

Warren Buffett, 91, is as famous for his wise words on investing as he is for being chairman and CEO of Berkshire Hathaway. This year, we joined the company’s annual meeting to hear the Oracle of Omaha’s pronouncements on casino-style investing, big tech, and the US economy.Buffett was, and is, an inspiration to many of our […]
By |2021-08-05T11:14:54+12:00May 14th, 2021|Fund Manager News|0 Comments

InvestNow News – 7th May – Harbour Asset Management – Inflation risks building


InvestNow News – 7th May – Harbour Asset Management – Inflation risks building

Article written by Hamish Pepper, Harbour Asset Management – 23rd April 2021

  • Inflation is likely to surge through the Reserve Bank of New Zealand’s (RBNZ) 2% target in the coming months, reflecting mostly temporary factors that could easily reverse.
  • But there is a risk that inflation becomes more persistent, something the market may be underestimating.
  • We think medium-term inflation risks are skewed to the upside and have positioned portfolios […]
By |2021-08-05T11:15:30+12:00May 7th, 2021|Fund Manager News|0 Comments

InvestNow News – 7th May – India Avenue – Investors riding the second Wave of COVID-19 in India


InvestNow News – 7th May – India Avenue – Investors riding the second Wave of COVID-19 in India

Article written by India Avenue Investment Management Limited – 2021

We thought we should address the issue of the second wave of COVID-19 infections in India, by putting together a short note. We express our deepest sympathies for people who have lost their lives during this pandemic, not only in India, but across the world. That tally stands at above 3.1m. Of this, unfortunately 195,000 […]

By |2021-08-05T11:16:03+12:00May 7th, 2021|Fund Manager News|0 Comments

InvestNow News – 7th May – Pie Funds – Bike buying in top gear


InvestNow News – 7th May – Pie Funds – Bike buying in top gear

Article written by Toby Woods, Pie Funds – 30th March 2021

Global demand for bikes has boomed since Covid-19. Toby Woods, Pie’s London-based senior investment analyst for Global and UK & Europe funds, explains why the sector is providing excellent investment opportunities for Pie. 

Did you buy a bike during lockdown? If you did, you weren’t the only one. The bike industry is struggling to meet demand from consumers, and global growth […]

By |2021-08-05T11:18:13+12:00May 7th, 2021|Fund Manager News|0 Comments

InvestNow News – 7th May – Pie Funds – Will a vaccine change global markets?


InvestNow News – 7th May – Pie Funds – Will a vaccine change global markets?

Article written by Mike Taylor, Pie Funds – 20th April 2021

Mass vaccination is in full swing in many countries. How will it impact global markets? Pie Funds CEO and Founder Mike Taylor explains.

The Covid-19 pandemic has significantly changed the business – and therefore investing – landscape. Some sectors have barely survived, while others have thrived. And entirely new sectors have emerged completely. Places like the UK and the US […]

By |2021-08-05T11:18:51+12:00May 7th, 2021|Fund Manager News|0 Comments

InvestNow News – 23rd April – Platinum Asset Management – Macro Overview


InvestNow News – 23rd April – Platinum Asset Management – Macro Overview

Article written by Andrew Clifford, Platinum Asset Management – 16th April 2021

Challenging Times for the Market’s Speculative Elements

We are now one full year on from the COVID-19 outbreak and the subsequent initial lockdowns that resulted in a collapse in global economic activity and stock markets.

While the pathway of the virus has been one of rolling waves in response to lockdowns, reopenings and now the rollout of vaccines, since […]

By |2021-08-05T11:19:28+12:00April 23rd, 2021|Fund Manager News|0 Comments

InvestNow News – 23rd April – Fisher Funds – High Quality Australian Companies Present Good Investment Opportunities for a Post-COVID Future


InvestNow News – 23rd April – Fisher Funds – High Quality Australian Companies Present Good Investment Opportunities for a Post-COVID Future

Article written by Robbie Urquhart, Fisher Funds – April 2021

New Zealanders don’t always think of Australia when looking for investment opportunities. However, there are a number of high quality Australian companies that have delivered rewarding investment performance over many years for those prepared to venture across the ditch. Over the three years to 31 March 2021, Fisher Funds’ Australian Growth Fund […]

By |2021-08-05T11:22:55+12:00April 23rd, 2021|Fund Manager News|0 Comments