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

DIY diagnosis: the unhealthy risks of self-managed share portfolios

Article written by Anthony Edmonds, InvestNow – 30th June 2022

InvestNow Founder and Managing Director, Anthony Edmonds, explains why do-it-yourself share-trading portfolios could be harmful to the long-term wealth of Kiwis…

Holed up at home during a wet Wellington weekend with a decent dose of COVID, I managed to squeeze in an unhealthy amount of reading.

Among the stack of digital literature piling up on my laptop included two […]

Manager Panel – Investing principles

Welcome to the June 2022 Manager Panel! Each month, where relevant, InvestNow will ask some of our fund managers some questions surrounding a topic. This month we asked Vault Digital Funds, TAHITO, QuayStreet Asset Management (QuayStreet) and ANZ Investments, about what they each think are common investing mistakes, what are three investing principles that they each live by and how they each incorporate these investing principles into the way they invest. Check out […]

InvestNow’s 10 investing principles

Article written by InvestNow – 30th June 2022

1. Invest now

The best time to start investing is right away; compound returns pile up over time so the sooner the better. But the investment universe is a vast and complex space that requires knowledge, patience and risk management. Starting small, making regular contributions into diversified funds is a great place to start. Investing is not the same as trading or trying to time the market.

2. […]

To the moon (and back): what to do in down times

Article written by InvestNow – 3rd June 2022

More than two years after the COVID-induced market crash of March 2020 investors are squaring up to some new questions in a different kind of down.

The relentless negative trend has seen most share markets falling double-digits below the highs posted at the end of 2021.

Despite a healthy little bounce at the end of May, the main NZ share market […]

Manager Panel – Financial Services Council ‘It Starts With Action’ campaign

Welcome to the May 2022 Manager Panel! Each month, where relevant, InvestNow will ask some of our fund managers some questions surrounding a topic. This month we asked Macquarie Asset Management, Mint Asset Management and Pie Funds some questions in relation to the Financial Services Council (FSC) ‘It Starts With Action‘ campaign. The campaign aims to grow women’s financial wellbeing and we are really […]

Why timing the market is a fool’s game.

Article written by Marek Krzeczkowski, Portfolio Manager and Henry Morrison-Jones, Investment Analyst at Mint Asset Management – 2nd May 2022

During bouts of market volatility, we often get questions from our clients about what changes we have made to our funds and whether it is a good idea for them to try and time the market. Despite how tempting it can be to sell during periods of uncertainty, making changes […]

The dark side of the NZ investment world

Article written by InvestNow – 3rd May 2022

The NZ investment world, like the moon, has a permanent dark side.

And operating beyond the brightly lit licensed fund hemisphere, wholesale managers have long flourished in the regulatory shadows.

The NZ wholesale investment market, though, remains largely an unknown space even to the Financial Markets Authority (FMA), which claims loose governance powers over the territory.

But the regulator is at long last about to […]

Why the passive-active choice is not either-or

Article written by InvestNow – 3rd May 2022

Passive is the new black.

The index-based style has now taken hold in almost all market sectors, wowing investors with its low-cost look and promise of long-term competitive performance relative to its active peers.

Yet despite its apparent universal stage-appeal, passive investment is hardly a one-strategy-fits-all model; and active management has not gone out of fashion, regardless of what some critics say.

The index trend has […]