Welcome to the Manager Panel! Each month to supplement the lead article in InvestNow’s Magazine, InvestNow will ask a few of our Fund Managers some questions around a topic. Read below their thoughts on preparing for retirement, in regards to the August lead article — Not enough already: how to make more of KiwiSaver.
Article written by InvestNow
July 7 marks an important date in the tax calendar with most end-of-financial-year income tax returns due for filing.
This July, however, will likely pass unnoticed by the majority of Kiwis who benefit from one of the most automated tax systems in the world.
But not everyone will reap the benefits…
Those invested in shares or direct equities might find themselves caught out by an unexpected tax […]
Article written by Hunter Investment Management
Everyone is starting to talk about the risk of rising interest rates and inflation as central banks and regulators maintain strong fiscal and monetary stimulus while, at the same time, highlighting an improving economic growth outlook.
The thinking is that investors should switch out of bonds/fixed interest to avoid losses but even this thinking is compromised by a desire for returns […]
Article written by InvestNow
Fueled by a steady population increase, limited supply growth and what amounted to generous tax subsidies, Kiwi residential real estate investors have been on the winning end of a one-way bet for decades.
But in March this year, the property investment odds blew out as the government launched its first serious assault against a sector slated […]
Article written by InvestNow
In typical tight-lipped tax office style, the Inland Revenue Department (IRD) issued a brief statement last October confirming it was keenly observing the stampede of novice retail investors into the direct share-trading game in NZ.
“As new investors are attracted to the market, we will be looking to make sure their tax obligations are clear to them and ensure education […]
Article written by David Boyle, Mint Asset Management
Mint head of sales and marketing, David Boyle, explains why the ongoing GameStop experience holds lessons for new-breed investors and the old-school financial industry on handling the highs and lows of markets. Boyle takes it to the bridge…
If an online entity called ‘Roaring Kitty’ suggested a bridge-jumping strategy might be just what you need to improve your life, would you […]
Article written by InvestNow
Fresh from its resounding election victory last year, the governing Labour Party rushed to make good on its promise to raise the tax rate for high-income earners.
Under a measure put in place early in December 2020, those earning over $180,000 in income from (almost) all sources will face a top tax rate of 39% – an increase of 6
Article written by InvestNow
Who was the first fraudster?
Maybe that snake in the Garden of Eden who sold Eve on the idea of eating the forbidden apple; just one little bite, it’ll be OK.
Good marketing, but bad idea for humanity.
Fraud has always been part of human society – it’s taken on many forms over history, adapting to the technology of the times. […]
Article written by InvestNow
In April this year another obscure subterranean fund surfaced into public view as a likely ponzi scheme.
As further details came to light, it emerged that Penrich Capital, operating from a Christchurch base had sunk investor assets into a Cayman Islands-domiciled fund, allegedly valued at about $400 million.
The Serious Fraud Office (SFO) is currently investigating the firm, […]
Article written by InvestNow
From a Fund Manager perspective, Responsible Investing is essentially a values-based approach to selecting the underlying investments within a managed fund; And from an Investor perspective, Responsible Investing is identifying and selecting managed funds that employ a responsible investing strategy; or selecting companies/shares that meet a responsible investing standard.
Traditionally, investment strategies have been primarily focused on return and risk. Fund Managers would […]
