InvestNow News – 3rd April – AMP Capital – How our International Equity Managers are positioned

InvestNow News – 3rd April – AMP Capital – How our International Equity Managers are positioned

27th Mar 20 – Trent Loi, Portfolio Manager

Market review

Financial markets around the world have suffered a significant derating – in fact, the quickest descent into a bear market in history. From the peak on 20 February 2020, the MSCI World Index has fallen 25.7% in 23 days. The sell-off is worldwide where the correlation between the countries spikes.

The chart below shows the month to date (to […]

By |2020-04-03T11:37:26+12:00April 3rd, 2020|News|0 Comments

InvestNow News – 3rd April – AMP Capital – Market Watch April 2020

InvestNow News – 3rd April – AMP Capital – Market Watch April 2020

Greg Fleming – Head of Investment Strategy, New Zealand

Greg talks through the heavy impacts of the Coronavirus on markets over the past month as investors moved into panic phase. There is opportunity being presented with a variety of over-valued asset classes returning to better entry levels, assuming the current crisis can be contained.

By |2020-04-03T11:25:37+12:00April 3rd, 2020|News|0 Comments

InvestNow News – 3rd April – AMP Capital – Tech in the 2020s: what’s on the cards in the decade ahead?

InvestNow News – 3rd April – AMP Capital – Tech in the 2020s: what’s on the cards in the decade ahead?

30th Mar 20 – Andy Gardner – Investment Manager, Global Equities – Equities, Sydney

As we begin a new decade, one thing is undeniable: technology bears a far greater influence on our daily lives and investment portfolios than it ever has.

The impact has been so spectacular that the dispersion between companies, individuals, and investors embracing technology and those […]

By |2020-04-03T11:31:05+12:00April 3rd, 2020|News|0 Comments

InvestNow News – 3rd April – ANZ – The Month Ahead

InvestNow News – 3rd April – ANZ – The Month Ahead – April 2020

The first quarter of 2020 was an unprecedented one for global markets as the COVID-19 (coronavirus) outbreak weighed heavily on sentiment as the outlook for global growth and trade worsened. By the end of March, the coronavirus had infected more than 700,000 people with more than 35,000 deaths.

On the back of the crisis, several equity benchmarks fell as much as 30% from their record highs. However, as of 30 […]

By |2020-04-03T11:55:32+12:00April 3rd, 2020|News|0 Comments

InvestNow News – 3rd April – ANZ – Weekly Snapshot

InvestNow News – 3rd April – ANZ – Weekly Snapshot

30th March

International equity markets rebounded last week, posting some record gains and easing the recent sell- off. The three major indices in the US all gained about 10% over the week, while closer to home, the NZX 50 and ASX 200 rose 3.9% and 0.5% respectively.

Government bond yields ended the week much lower as the prospect of quantitative easing began to be priced in. The US 10-year government bond yield ended the week […]

By |2020-04-03T12:24:44+12:00April 3rd, 2020|News|0 Comments

InvestNow News – 3rd April – Harbour – COVID-19: Building the bridge across the void

InvestNow News – 3rd April – Harbour – COVID-19: Building the bridge across the void

31st March – Andrew Bascand

Key Points

  • Extraordinary global fiscal and monetary policies are starting to build a bridge across the void
  • Markets are beginning to look beyond COVID-19 case trends, and towards solving the pandemic with tests, a new standard of care and vaccinations
  • Quality companies, with strong balance sheets, are performing well
  • This is a time to stay at home and be kind, it is also a […]
By |2020-04-03T12:18:56+12:00April 3rd, 2020|News|0 Comments

InvestNow News – 3rd April – Milford – Corona Virus Q&A

InvestNow News – 3rd April – Milford – Corona Virus Q&A

Senior Analyst Frances Sweetman and Portfolio Manager Mark Riggall answered the top questions we’re being asked regarding the financial impact of Coronavirus and how we’re actively positioning our funds through this turbulent environment.

By |2020-04-03T12:48:32+12:00April 3rd, 2020|News|0 Comments

InvestNow News – 3rd April – Nikko – NZ Fixed Income – Changes to Buy/Sell spreads

InvestNow News – 3rd April – Nikko – NZ Fixed Income – Changes to Buy/Sell spreads

We’re writing to let you know that we have made some changes to the way we apply buy/sell spreads to some of our funds. With the outbreak of COVID-19 and subsequent lock-down, volatility in investment markets has increased dramatically. This has been the case particularly in bond markets where trading costs have risen significantly.

When investors buy and sell units in most Nikko AM NZ funds there are […]

By |2020-04-03T11:17:17+12:00April 3rd, 2020|News|0 Comments

InvestNow News – 3rd April – Russell Investments – Now What? A conversation about rebalancing, risk, and unavoidable realities

InvestNow News – 3rd April – Russell Investments – Now What? A conversation about rebalancing, risk, and unavoidable realities

27th Mar – Erik Ristuben, Global Chief Investment Strategist

With stock markets down roughly 30%, credit spreads widening significantly—and doing so on the back of a Treasury rally—many clients are wisely asking what actions should they be considering going forward?

To answer this, let’s dig into the key issues we’ve been tracking that clearly impact this decision- making process:

  • The path and duration of the viral […]
By |2020-04-03T12:28:26+12:00April 3rd, 2020|News|0 Comments

InvestNow News – 27th Mar – AMP Capital – Impact of Covid-19 on domestic share market

InvestNow News – 27th Mar – AMP Capital – Impact of Covid-19 on domestic share market

23rd March 2020 – Daniel Mead Investment Research Manager – Wellington

The implications of a global pandemic are far reaching. What started as a virus outbreak and tragic loss of life quickly morphed into a Chinese supply shock, then rapidly became a global demand shock sharply impacting consumer spending habits. The flow on effect is now hitting businesses as they adjust to the ever fluid environment, […]

By |2020-03-27T13:56:32+12:00March 27th, 2020|News|0 Comments