InvestNow News – 21st Feb 20 – AMP Capital – Investment Outlook 2020

InvestNow News – 21st Feb 20 – AMP Capital – Investment Outlook 2020

AMP Capital’s Investment Outlook 2020 event took place this month.  You can watch the full presentation and download the slide pack.

By |2020-02-21T11:19:53+12:00February 21st, 2020|News|0 Comments

InvestNow News – 21st Feb 20 – APN – Lessons from 2019 and outlook for the year ahead

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 […]

By |2020-02-21T10:53:21+12:00February 21st, 2020|News|0 Comments

InvestNow News – 21st Feb 20 – APN – Retail Q&A

InvestNow News – 21st Feb 20 – APN – Retail Q&A

February 6 2020 – Pete Morrissey

Recent media headlines featuring announcements of retail store closure are not fake news. The conclusions people are drawing from them, however, tend to oversimplify reality.

Before addressing the nine questions underlying these closures, and their impact on AREITs, let’s first examine the data:

1. Why are these stores closing?

Competition is driving most of the closures. The […]

By |2020-02-21T10:58:16+12:00February 21st, 2020|News|0 Comments

InvestNow News – 21st Feb 20 – India Ave – Ind-former

InvestNow News – 21st Feb 20 – India Ave – Ind-former

Welcome to Ind-Former,

This publication is to provide those interested in following the India growth story, through the lens of India Avenue’s Equity Fund, with a regular update of:

  1. India Avenue performance relative to its peer funds and peer asset classes
  2. India’s latest macroeconomics
  3. Key points to note over the next month

Markets and our Fund

January 2020 produced a return of […]

By |2020-02-21T11:04:37+12:00February 21st, 2020|News|0 Comments

InvestNow News – 21st Feb 20 – Morphic Performance Report – January 2020

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 […]

By |2020-02-21T10:46:37+12:00February 21st, 2020|News|0 Comments

InvestNow News – 21st Feb 20 – Nikko AM Investment Update – January 20

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) […]

By |2020-02-21T10:27:10+12:00February 21st, 2020|News|0 Comments

InvestNow News – 21st Feb 20 – Russell Investments – Fact Sheets – Jan 20

InvestNow News – 21st Feb 20 – Russell Investments – Fact Sheets – Jan 20

By |2020-02-21T10:47:09+12:00February 21st, 2020|News|0 Comments

InvestNow News – 14th Feb 20 – AMP Capital – Market Watch – February 2020

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 […]

By |2020-02-14T14:35:47+12:00February 14th, 2020|News|0 Comments

InvestNow News – 14th Feb 20 – AMP Capital – Taking Stock – Number 24

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.

Featured in this issue are:
  • Lead story: ten themes to set the scene
  • […]

By |2020-02-14T13:11:16+12:00February 14th, 2020|News|0 Comments

InvestNow News – 14th Feb 20 – ANZ Investments – The Week Ahead

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 […]

By |2020-02-14T13:07:40+12:00February 14th, 2020|News|0 Comments