InvestNow News – 20th November – Fund Updates for October 2020


InvestNow News – 20th November – Fund Updates for October 2020

Fund updates from our fund managers – October 2020

Harbour – T. Rowe Price Global Equity Growth Fund

Milford – Australian Absolute Growth Fund

Milford – Active Growth Fund

Milford – Balanced Fund

Milford – Conservative Fund

Milford – Diversified Income Fund

Milford – Dynamic Fund

Milford […]

By |2020-11-20T10:19:06+13:00November 20th, 2020|News|0 Comments

InvestNow News – 20th November – Pie Funds – How will a Covid vaccine impact shares?


InvestNow News – 20th November – Pie Funds – How will a Covid vaccine impact shares?

Article written by Mike Taylor, Pie Funds – 17th November 2020

It’s been quite a year for companies, with clear division between the Covid-19 winners and losers, writes Mike Taylor, CEO and founder of Pie Funds. 

The US share market and economy hardly reacted at all to the 1918 Spanish Flu. This shows that, sadly, the share market is a cold-blooded beast irreverent to human suffering or economic […]

By |2020-11-20T08:37:24+13:00November 20th, 2020|News|0 Comments

InvestNow News – 20th November – Pie Funds – What’s driving house prices?


InvestNow News – 20th November – Pie Funds – What’s driving house prices?

Article written by Mike Taylor, Pie Funds – 17th November 2020

New Zealand’s housing market is booming. What’s driving it? Pie Funds CEO and Founder Mike Taylor explains.

When Covid-19 hit New Zealand’s shores in early March, many predicted that the economy would crash and the housing market would collapse. Some economists predicted house prices could drop at least 10 per cent.

However, as we head into Christmas with the drawbridge still […]

By |2020-11-20T08:44:59+13:00November 20th, 2020|News|0 Comments

InvestNow News – 20th November – Platinum Asset Management – Tapping into Exaggerated Demise and Underappreciated Growth


InvestNow News – 20th November – Platinum Asset Management – Tapping into Exaggerated Demise and Underappreciated Growth

Article written by Henry Polkinghorne, Platinum Asset Management – 9th November 2020

As a thematic investor, Platinum looks for opportunities where others are not – in the assets being left behind and not where we see ‘bubble-like’ valuations.

Key themes in our portfolios currently are a combination of exaggerated demise (semiconductors or travel) or underappreciated growth (Chinese consumers and healthcare, two areas where we believe we […]

By |2020-11-20T08:43:43+13:00November 20th, 2020|News|0 Comments

InvestNow News – 6th November – Russell Investments – Patience required: How the close vote count may (or may not) impact markets and investors


InvestNow News – 6th November – Russell Investments – Patience required: How the close vote count may (or may not) impact markets and investors

Article written by Paul Eitelman, Russell Investments – 4th November 2020

U.S. Wednesday morning update

Our election note from last night has aged well, so I will just mention a few quick thoughts here.
First, it is still true that President Donald Trump outperformed the polls. The race is still close—and I’ll touch on that more in a moment—but Trump’s […]
By |2020-11-06T08:49:12+13:00November 6th, 2020|News|0 Comments

InvestNow News – 6th November – ANZ Investments – The Weekly Snapshot – 2 November


InvestNow News – 6th November – ANZ Investments – The Weekly Snapshot – 2 November

Article written by ANZ – November 2020

Equity markets had a volatile week with indices in the US, Europe and Asia all ending lower amid rising COVID-19 cases and uncertainty ahead of the US election. The week saw some significant intraday volatility, which saw the VIX Index – a measure of market volatility – rise to its highest level in more than four months. By the end of […]

By |2020-11-06T08:11:42+13:00November 6th, 2020|News|0 Comments

InvestNow News – 30th October – Mint Asset Management – Capital diet: how investors can generate income in a negative rates world


InvestNow News – 30th October – Mint Asset Management – Capital diet: how investors can generate income in a negative rates world

Article written by Mint Asset Management – 31st August 2020

The hunt for yield is on again, with a vengeance. But how much risk will investors take to get it, and do they really understand what chasing high yield means for their hard-earned savings? Mint chief executive, Rebecca Thomas, explains why eating some capital return is a better option for income-hungry […]

By |2020-10-30T09:01:06+13:00October 30th, 2020|News|0 Comments

InvestNow News – 23rd October – Fund Updates – September 2020


InvestNow News – 23rd October – Fund Updates – September 2020

Fund updates from our fund managers – September 2020

AMP Capital New Zealand – Income Generator Fund – Q3 2020

Milford – Australian Absolute Growth Fund

Milford – Balanced Fund

Milford – Conservative Fund

Milford – Diversified Income Fund

Milford – Dynamic Fund

Milford – Global Corporate Bond Fund

By |2020-10-23T10:17:30+13:00October 23rd, 2020|News|0 Comments

InvestNow News – 23rd October – Pathfinder – MONTHLY REVIEW – September 2020


InvestNow News – 23rd October – Pathfinder – MONTHLY REVIEW – September 2020

Article written by Pathfinder – 2020

Before moving onto our usual market commentary, we thought we would make a few comments on the NZ election result over the weekend in terms of market implications.

The centre-left Labour government will be unencumbered by coalition partners to implement its policy platform. While policy has been light in detail, priorities will be NZ$40bn infrastructure investment, funding for apprenticeships, trades and enterprise training, and a […]

By |2020-10-23T09:46:27+13:00October 23rd, 2020|News|0 Comments

InvestNow News – 23rd October – Pie Funds – What’s driving growth in global markets?


InvestNow News – 23rd October – Pie Funds – What’s driving growth in global markets?

Article written by Mike Taylor, Pie Funds – 15th October 2020

MorningStar_article_mike-1.png

 

Global markets continue to perform despite the economic impact of Covid-19, writes Mike Taylor, CEO and founder of Pie Funds.

Global markets continue to be driven higher by the same themes. Record low interest rates (which is forcing investors out of cash in never-before-seen numbers), fiscal and monetary stimulus on an unprecedented scale, and […]

By |2020-10-23T08:28:21+13:00October 23rd, 2020|News|0 Comments