Fund Manager News Archives - Page 92 of 109

InvestNow News 16th November – Harbour – End of Goldilocks

15th November 2018

The Third Scenario: the end of Goldilocks

While the RBNZ expects to keep the OCR on hold through 2019 and into 2020, in their past two Monetary Policy Statements they have outlined two alternative scenarios: one with stronger inflation pressures; and another with softer economic growth. In our view, the market is currently underestimating the chances of a third scenario, which is a combination of both stronger inflation pressures and softer economic growth.

One of the […]

By Mike Heath|2018-11-16T10:51:19+13:00November 16th, 2018|Fund Manager News|0 Comments

InvestNow News 16th November – AMP – RIL NZ Shares Fund Change of Manager

15th November 2018, Rebekah Swan – Head of Distribution

We have recently conducted a manager review of our AMP Capital Responsible Investment Leaders (RIL) NZ Shares Fund, which is managed in accordance with the AMP Capital Responsible Investment Charter.

The manager review focused on the integration of environmental, social and governance (ESG) factors into the investment process and engagement aspects required under the Charter. As a result of this review, the incumbent manager, Salt Funds Management, is to […]

By Mike Heath|2018-11-16T10:48:00+13:00November 16th, 2018|Fund Manager News|0 Comments

InvestNow News 16th November – Harbour – Outdoor Retailers Research

14th November 2018

Harbour’s Managing Director Andrew Bascand and Senior Research Analyst Oyvinn Rimer travelled to Denver, Colorado for the Retail Outdoor conference.

Why did we attend the Outdoor Retailer Winter Market?

The Outdoor Economy in the U.S. alone is 3x bigger than the entire GDP of New Zealand
The Outdoor Economy is growing and is a source of global growth
Trade war and tariffs are impacting on the Outdoor Economy directly
Innovation and wide-spread demographic participation characterise […]

By Mike Heath|2018-11-16T10:43:57+13:00November 16th, 2018|Fund Manager News|0 Comments

InvestNow News 16th November – AMP – Divided Congress

13th November 2018, Bevan Graham – NZ Chief Economist

Congress divided – implications for tax, spending and trade policy

A divided US Government is more often the norm than the situation we have experienced in the first two years of Donald Trump’s presidency whereby the Republicans have held the White House and both chambers of Congress (the House of Representatives and […]

By Mike Heath|2018-11-16T10:39:09+13:00November 16th, 2018|Fund Manager News|0 Comments

InvestNow News 16th November – Morphic – October Fund Update

October 2018

The Fund fell 5.4% last month, outperforming global markets which fell 7.6% in USD terms, experiencing the largest monthly fall in more than six years. The October sell-off was broad with all regions falling at least 7.0%.

As at the 8th of November, the Fund is up 0.5% month-to-date, outperforming its benchmark by 0.2% …

Read the full monthly update […]

By Mike Heath|2018-11-16T10:34:35+13:00November 16th, 2018|Fund Manager News|0 Comments

InvestNow News 16th November – Salt – October Factsheets

October 2018

The October 2018 Fund Factsheets for the Salt funds are available here:

By Mike Heath|2018-11-16T11:17:52+13:00November 16th, 2018|Fund Manager News|0 Comments

InvestNow News 16th November – Mint – October Update

October 2018

Market Commentary

October saw an overdue sell-off across global share markets, the sharpest monthly drop since 2010 –ironically, coinciding with an earnings season in the USA producing the best growth since 2010. The sell-off was sparked by higher bond yields – the US 10 year bond rose sharply above 3.2% early in the month. This, coupled with ongoing trade […]

By Mike Heath|2018-11-16T10:23:10+13:00November 16th, 2018|Fund Manager News|0 Comments

InvestNow News 16th November – Elevation Capital – October Update

October 2018

The October fund update is available here.

By Mike Heath|2018-11-16T10:13:29+13:00November 16th, 2018|Fund Manager News|0 Comments

InvestNow News 16th November – AMP Capital – RI Investing Update

30th September 2018

The AMP Capital Responsible Investing Update provides quarterly fund commentary and performance for our Responsible Investment Leaders (RIL) Funds. It also provides an update on key responsible investment engagement themes.

For the latest insights, read the Responsible Investing Update for the third quarter of 2018.

By Mike Heath|2018-11-16T10:14:41+13:00November 16th, 2018|Fund Manager News|0 Comments

InvestNow News 16th November – AMP Capital – New Fixed Income Analyst

9th November 2018, Rebekah Swan Head of Distribution

We are delighted to confirm today that Carrick Lucas has been appointed to the role of Fixed Income Analyst, effective 15 January 2019.

Based in our Wellington office, Carrick will be supporting the Fixed Income team in the active management of cash and fixed income portfolios. This includes utilising tools to enhance portfolio construction and conducting analysis to help […]

By Mike Heath|2018-11-16T10:16:06+13:00November 16th, 2018|Fund Manager News|0 Comments