InvestNow News – 21st Feb 20 – APN – Lessons from 2019 and outlook for the year ahead
1. What were the best and worst performing stocks under your coverage in 2019?
Pete Morrissey (PM), CEO Real Estate Securities
Among retail REITS, large format retail (LFR) landlord Aventus (ASX:AVN) returned 43%* for the year. Not only was it the best retail AREIT performer but the fourth best performing AREIT overall. AVN highlights […]
InvestNow News – 21st Feb 20 – Morphic Performance Report – January 2020
Ethical Investing in Focus
Just how much consideration should guardians of your pensions and savings put on ethical and environmental concerns, if any at all? What responsibility do they have to consider climate change in investment decisions?
There is a landmark court case winding its way through the Australian courts that will have momentous consequences for how these questions […]
InvestNow News – 21st Feb 20 – Nikko AM Investment Update – January 20
Markets were primarily focused on developments around the Coronavirus “2019-nCov” outbreak in China. As the month progressed it became increasingly apparent that an outbreak had occurred. Unsurprisingly markets looked to previous viral outbreaks to draw inferences on the potential human and economic costs with the more recent viral outbreaks SARS (2003), H1N1 (2009) and MERS (2012) […]
InvestNow News – 14th Feb 20 – AMP Capital – Market Watch – February 2020
Greg Fleming – Head of Investment Strategy New Zealand
The past month saw a resumption of investor nervousness after the bullish end to 2019. Greg talks through the key geopolitical events which have unsettled investors during the past month, the impact of the CoronaVirus news on sentiment, and covers the performance […]
InvestNow News – 14th Feb 20 – AMP Capital – Taking Stock – Number 24
The Summer 2020 issue of Taking Stock is now available to view online. Check out the latest news from AMP Capital, including ten themes for the next decade, responsible and ethical investing, investing in ‘exceptional’ companies, and ways to enhance performance in a low return world.
InvestNow News – 14th Feb 20 – ANZ Investments – The Week Ahead
Equity markets recorded solid gains last week with indices in the US reaching new all-time highs as the market volatility from last week slowly abated. Despite a Friday sell-off, the Dow, S&P 500 and NASDAQ all finished the week up more than 3%. In New Zealand, the NZX 50 eked out small gains too, thanks to a […]