Don’t read all about it: why media is not the last word on investing

Article written by InvestNow – 27th April 2023

Stuff happens all the time.

Stuff such as the November 2021 float of NZ-founded shoe company, Allbirds, on the US stock market.

“Investors in Allbirds could have almost doubled their money,” ran the Stuff headline the following day.

The Stuff article quoted then-head of US share-trading outfit, Hatch, Kristen Lunman, talking up the “exciting” Allbirds buzz.

Hatch, along with fellow […]

A piece of the pie: New Zealand’s largest asset class (probably) isn’t what you think

Article written by Dave Tyrer, Chief Operating Officer from Squirrel – 23rd April 2023

People pretty much have four main options when it comes to investing their money: cash, property, equities, and bonds or debt.

Globally, it’s the latter – debt markets – which are the largest and deepest. And, of course, debt comes in a variety of flavours, all backed by different types […]

Take a hike: different routes for different rates

Article written by InvestNow – 30th March 2023

Short-term interest rates have gone from next to zero to 4% plus in next to no time over the last 18 months.

The pace of rate hikes has been the fastest in decades even if the cruising speed remains well below historical highs.

From August 2021, for instance, the Reserve Bank of NZ (RBNZ) has juiced up the official cash rate from […]

Simple portfolio construction with Anthony Edmonds

Article written by Anthony Edmonds, InvestNow Founder – 30th March 2023

Like builders who never finish the family home, investment professionals often put their own financial affairs on the backburner while happily completing well-crafted solutions for clients.

So what does the inside of a fund manager’s personal portfolio really look like? InvestNow founder, Anthony Edmonds, opens the door on his newly renovated strategy for the […]

Mindless money: why ESG extreme exclusionists should concern investors

Article written by Anthony Edmonds, InvestNow – 31st January 2023

ESG – shorthand for environmental, social and governance – has moved from the fringes of the investment universe to its gravitational centre in less than a decade.

And the concept that investors should take into account a broader range of non-financial factors when assessing company valuations makes intuitive sense: many fund managers likely already incorporated such information long before the […]

Manager Panel – Navigating the ESG space in the investing world

Welcome to the January 2023 Manager Panel! The Manager Panel is where we ask fund managers some questions surrounding a topic. This month we asked Harbour Asset Management and Pathfinder, some questions in relation to the Environmental, Social and Governance (ESG) world of investing. Check out the questions and answers below.

Jorge Waayman, Manager ESG Research – Harbour Asset […]

From market shake-up to portfolio makeover: how to get your assets into gear after a year in reverse

Article written by InvestNow – 22nd December 2022

As 2022 limps to the finish line, investors will be looking forward to better times ahead.

But most will inevitably gaze with horror at the scene captured in the rear-view mirror: it is carnage.

Following a turbulent 12-month period that saw almost all assets bleed red, the majority of investors are likely nursing double-digit […]

Manager Panel – 2023 investment outlook

Welcome to the December 2022 Manager Panel! The Manager Panel is where we ask fund managers some questions surrounding a topic. This month we asked Harbour Asset Management, Mint Asset Management and TAHITO, some questions about their investment outlook for 2023. Check out the questions and answers below.

Chris Di Leva, Director, Portfolio Manager, Multi Asset Specialist – Harbour Asset Management