The Risk Of Finding Income In A Low-Interest Rate World – Mint Asset Management

Article written by David Boyle – Mint Asset Management

As global interest rates sink to near zero or below, the search for regular income has become increasingly desperate. But, according to Mint Asset Management’s David Boyle, yield-oriented investors must remember that ‘certainty’ can come at a high cost…

In May 2006 the last great wave of NZ finance company collapses began to surge in a swell that would […]

The Active/Passive Divide – On The Other Side

Article written by InvestNow

Jack Bogle, the founder of passive investment pioneer Vanguard, never got to see the moment his whacky idea formally achieved market dominance – but he was this close.

Bogle died in January 2019 just three months before research house Morningstar clocked US passive share fund assets hitting par with actively-managed counterparts for the first time. At the end of April last year “both passive and active U.S. equity funds had a […]

Investors Float on, in Sink-or-Swim Times

Article written by InvestNow From deep down in a hole on March 23, the benchmark NZ shares index had clawed its way back about 25% by late April.

Despite the extraordinary resurrection of the NZX – an effort mirrored in most other world equity markets – the index remains 10%, or so, below its February peak.

Share markets appear to have developed immunity to COVID-19 well ahead of any real-world cure for the viral disease.

But the sharp turnaround […]

The Quiet Investor – How to tune out market noise

Article written by InvestNow

According the NZ Film Commission synopsis, the first half of the classic 1985 local movie ‘The Quiet Earth’ “explores Zac’s solitude and the way it drives him slowly mad – he winds up in a pink petticoat running around a football field”.

Just one week into lockdown we aren’t quite there yet but Zac, played by the legendary Kiwi actor Bruno Lawrence, makes an emergency call that could […]

Tax Appeal – Why the PIEs have it

Article written by InvestNow

If you struggle with the concept of income tax, take comfort in knowing that even the greatest mind of modern times turned to mush in the face of a tax return. Income tax, Einstein said, is “the hardest thing in the world to understand”. But in NZ at least, managed fund investors have it relatively easy, specifically those invested in PIE funds.

The introduction of the Portfolio Investment Entity (PIE) regime in […]

Climate Change – Why Carbon Emissions Reporting Is Important For Your Investments – Mint Asset Management

Article written by David Boyle – Mint Asset Management

It was around this time last year that I went to the movies and saw Vice, starring one of my favourite actors Christian Bale portraying Dick Cheney’s rise to Vice President under the GW Bush administration.

There was a short scene in the film that just blew me away. It was when a public focus group was […]

From good to great – How to best investNow

Article written by InvestNow

How good was 2019?

According to NZ investment consulting firm Melville Jessup Weaver (MJW), last year was one of the best ever – for equity investors at least. Both NZ and offshore equities ended the decade with a final burst of enthusiasm that likely caught even the optimists off-guard.

MJW reports that the “return in 2019 accounted for 20% of the total return for the global shares sector for the decade”. […]

REITs: a great income solution – APN Property Group

Article written by Corrine Ng, Portfolio Manager, Asian Real Estate Securities

What are REITS and why should investors use them?

Real Estate Investment Trusts (REITs) have unique characteristics that can make them attractive to both income and growth investors. REITs own property and pass the rent collected from tenants that occupy those properties onto investors in the form of dividends. Listed on the stock exchange, REITs are listed investments, trade just like stocks and […]

Will NZ property fund returns keep building, or will they crumble?

Article written by Carlie Eve – Property Portfolio Manager, Mint Asset Management

Property – it’s a New Zealand love affair that’s created a lot of wealth over recent years in the residential market for Kiwis; but what’s been happening where the big guns play in the listed market?

The Listed Property Sector has had an incredible run over the past few years, in particular over the last 12 months.  As Portfolio […]

Hot property – 33% of InvestNow investors hold property funds

Article by InvestNow

It’s no surprise that we’ve seen investors flooding into property funds, given the consistent performance of the asset class over the last 18 months. Our October 2019 fund performance report show returns far superior to any other asset class – 7 out of the 10 top performing funds on InvestNow were property funds over the 12 months up to October.

Over this period the Smartshares NZ Property Fund lead the pack, returning 35.48% […]