Bevan Graham, NZ Chief Economist

In our “Themes for 2018” we postulated that, at some point around the middle of the year, concerns about China growth would re-emerge. We have not been disappointed.

The concerns are partly China-specific. Assets have come under pressure recently reflecting a renewed slowdown in growth amid continued deleveraging and rising default risk. The trade war with the US has also contributed to the general uncertainty and negativity …

A new Prime Minister in Australia

What happens in Australia matters to New Zealand. As a major trading partner our economic fortunes are inextricably linked. New Zealand wants a stable and prosperous Australia.

This latest post is from our Chief Economist and Head of Investment Strategy in Sydney, Shane Oliver, and looks at the recent political turmoil and the implications for the Australian economy and markets.

Read the full article here >

26th August 2018, Stuff.co.nz

The recent sharp fall in the New Zealand dollar highlights that it’s critical for investors to get high-level portfolio decisions right.

The kiwi has been hammered against the US dollar, falling by around 10 per cent since April to a two-and-a-half year low.

The reasons are many and varied, including US interest rates being higher than New Zealand’s for the first time in a generation, and President Trump’s […]

AMP Capital Global Multi-Asset Fund Webinar (recording)

Goals-based investing is an approach which aims to help people meet their personal and lifestyle goals in a straight forward and simple way. It turns the traditional approach on its head – success is not about outperforming benchmarks or competitors, it’s measured by how well an investor’s portfolio is tracking against a stated goal.

In this webinar Greg Fleming, Head of Investment Strategy, and Matthew Hopkins, Senior Portfolio Manager, provide […]

AMP Capital have advised of some changes to the AMP Capital Responsible Investment Leaders (RIL) Global Shares Fund.   These changes are as a result of a strategic review of the underlying fund’s investment strategy, to improve portfolio diversification and resilience throughout different market cycles.

Full details here >

“We are pleased to provide you with our annual report for the financial year ended 31 March 2018.

Please click here to access the report. It provides information on how the Salt Investment Funds have performed overall and some changes that we’ve made.

It has been a year where the pace of change in financial markets has accelerated, a year of macroeconomic and political drama and another year of extremely low interest rates, seeing equity markets trade […]

Is Value Investing Dead?

Led by the FAANG (Facebook, Apple, Amazon, Netflix and Google), Technology stocks and growth investing are all the rage again. And they have profited from 30 golden years.

So is this the end of value investing?

Read the full article here >

When it comes to investing, there’s no disputing that having a clearly defined plan in place can help you achieve your investment goals.

Without a plan, it’s easy to get distracted. You can end up trying to time the market, chasing performance and missing out on potential long-term returns.

The Vanguard 2018 Index Chart shows that when it comes to investing, it can be hard to discern a pattern. In any given year, any asset […]