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

Image by Shutterstock: 13_phunkod

Image by Shutterstock: 13_phunkod

Investing lessons to learn from 2022

Article written by Mike Taylor, Pie Funds – 14th November 2022

This year has been a challenge for investors as global markets navigate significant world events. What are some of the key things we can learn from 2022? Founder and CEO Mike Taylor explains.

Significant global events have meant rocky markets this year, resulting in a bear market. Downturns are never enjoyable for anyone, but […]

The investment wow factor: why tax matters

Article written by Anthony Edmonds, Founder and Managing Director of InvestNow – 5th October 2022

It was the briefcases.

Watching dancers twirling the old-fashioned hard-case executive handbags at the recent World of WearableArts (WOW) show in Wellington transported me to glamorous memories of… tax.

Everyone had briefcases then, including the sharebroker (now rebranded as a ‘wealth adviser’) who was explaining how his company – which managed many billions of dollars on behalf of […]

Boots and all compliance: what the AML rules and airport security have in common

Article written by Anthony Edmonds, InvestNow – 5th September 2022

Last week I flew on a plane.

At airport security, I took off my belt as per instructions. Pleasingly, my trousers didn’t fall down because I’ve gotten so fat during our long wet winter. I also removed the laptop from my bag before heading through the security gate.

An officious airport guard pulled me aside at […]

Let’s get ethical: how to make ‘good’ investment choices

Article written by InvestNow – 5th September 2022

Over the last decade or so the concept of ‘ethical’ investing has flooded the mainstream airwaves with even previously amoral financial institutions promoting products branded under various labels such as socially responsible, green finance or the go-to standard, environmental, social and governance (ESG).

And the NZ market has more recently caught on to the concept of making money by ‘doing good’ amid […]

Manager Panel – Environmental, Social and Governance (ESG) factors in investing

Welcome to the August 2022 Manager Panel! The Manager Panel is where we ask fund managers some questions surrounding a topic. This month we asked Ellerston Capital, Pathfinder and Foundation Series which is brought to you by InvestNow, about their approach to ESG factors and their views on how they see ESG factors evolving in terms of impact on their business and/or the wider industry. Check out […]

Subconsciously patriotic: the Kiwi case for diversification into foreign currency

Article written by InvestNow – 3rd August 2022

Whether it’s the All Blacks or Lord of the Rings, Kiwis love seeing NZ represented on the world stage.

And whether they’re conscious of it or not, most New Zealanders are just as patriotic about the home country currency, preferring to earn, invest, and generally think of finances in dollar terms.

The vast majority of Kiwis are paid exclusively in NZ currency […]

Manager Panel – Role of foreign currency in investor portfolios

Welcome to the July 2022 Manager Panel! The Manager Panel is where we ask fund managers some questions surrounding a topic. This month we asked Macquarie Asset Management about the impact foreign currency can have on investing. Check out the questions and answers below.

Michael Gray, Head of Investment Strategy NZ – Macquarie Asset Management