InvestNow News 8th Nov – AMP Capital – Investing for long term wealth creation

InvestNow News 8th Nov – AMP Capital – Investing for long term wealth creation

16th Oct 2019 – Andy Gardner – Investment Manager, Global Equities – Equities Sydney, Australia

Long-term fundamental investing is more connected with the real world than the world on our screens. It is focused on aligning with the longer-term trend rather than speculating on the fluctuations around it. In this […]

By |2019-11-08T09:54:28+12:00November 8th, 2019|News|0 Comments

InvestNow News 8th Nov – AMP Capital – Investing in the healthcare sector

InvestNow News 8th Nov – AMP Capital – Investing in the healthcare sector

31st Oct 2019 – Simon Steele – Head of AMP Capital Global EquitiesLondon, United Kingdom

The global healthcare sector has been an attractive destination for investors for many years due to a combination of high profitability, strong growth and stable demand, but demographics and budget constraints are putting the […]

By |2019-11-08T09:57:17+12:00November 8th, 2019|News|0 Comments

InvestNow News 8th Nov – AMP Capital – Market Watch November

InvestNow News 8th Nov – AMP Capital – Market Watch November

Greg Fleming – Head of Investment Strategy

October saw a marked improvement in sentiment, with all major equity markets seeing gains. Trade conflict improvements are a required support for good sentiment to persist and continuing progress could provide further gains in the fourth quarter.

By |2019-11-08T09:49:17+12:00November 8th, 2019|News|0 Comments

InvestNow News 8th Nov – AMP Capital – Solving the energy puzzle

InvestNow News 8th Nov – AMP Capital – Solving the energy puzzle

28th Oct 2019 – Joseph Titmus – Portfolio Manager/Analyst, Global Listed Infrastructure Sydney, Australia

Infrastructure is vital to economic growth. It creates a virtuous, never-ending cycle: investment in infrastructure helps stimulate sustainable long-term economic growth which then creates a further need for infrastructure. One of the current developments that is driving […]

By |2019-11-08T10:00:27+12:00November 8th, 2019|News|0 Comments

InvestNow News 8th Nov – AMP Capital – Three key learnings from a global gathering on climate change

InvestNow News 8th Nov – AMP Capital – Three key learnings from a global gathering on climate change

1st Nov 2019 – Adam Kirkman – Head of ESG Sydney, Australia

The annual PRI in Person conference was held in Paris this year, with the theme of Responsible investment in an age of urgent transition. Despite the complexity of the existential crisis we face, […]

By |2019-11-08T10:05:45+12:00November 8th, 2019|News|0 Comments

InvestNow News 8th Nov – Devon – Monthly Investor Report October 2019

InvestNow News 8th Nov – Devon – Monthly Investor Report October 2019

At Devon Funds we have a long history of engaging with companies on issues associated with the environment, social best practice and corporate governance (ESG). This approach is employed across all our investment strategies but in early 2020 we will also offer an investment fund which explicitly recognizes Sustainability as a key foundation in […]

By |2019-11-08T10:36:27+12:00November 8th, 2019|News|0 Comments

InvestNow News 8th Nov – Harbour – Risks reduced but not removed

InvestNow News 8th Nov – Harbour – Risks reduced but not removed

8th Nov 2019

Key points

  • Global equities outperformed bonds in October as trade risks abated, US earnings impressed and central bank easing supported sentiment.
  • The economic outlook for Australasia improved and the associated higher interest rates reduced the value of fixed income assets. Equities underperformed their global counterparts due to sectoral weakness in electricity, banking […]
By |2019-11-08T09:18:19+12:00November 8th, 2019|News|0 Comments

InvestNow News 8th Nov – Milford – Where to next for the Kiwi dollar?

InvestNow News 8th Nov – Milford – Where to next for the Kiwi dollar?

November 1, 2019 – Mark Riggall – Portfolio Manager

With the Kiwi dollar about 10% lower than last year, Portfolio Manager Mark Riggall discusses what’s caused the fall, the outlook for the dollar and he explains how we manage currency decisions in the funds.

By |2019-11-08T10:16:05+12:00November 8th, 2019|News|0 Comments

InvestNow News 8th Nov – Milford – Making sense of a changing economy

InvestNow News 8th Nov – Milford – Making sense of a changing economy

October 30, 2019 – David Lewis – Portfolio Manager & Deputy CIO

Portfolio Manager David Lewis discusses how we’re positioning our funds for success amidst an economy that’s growing slower than it has in the past few years.

By |2019-11-08T10:13:11+12:00November 8th, 2019|News|0 Comments

InvestNow News 8th Nov – Pie Funds – CIO Report: October Recap

InvestNow News 8th Nov – Pie Funds – CIO Report: October Recap

7th Nov 2019 – Mark Devcich, Chief Investment Officer

October saw stronger global markets, and weaker domestic markets in Australia and NZ. The NZX50 had a rare month of negative returns falling 1.3%. Power utilities’ share-prices suffered from Rio Tinto’s decision to announce a strategic review of the future of NZ Aluminium Smelters which caused jitters […]

By |2019-11-08T09:28:21+12:00November 8th, 2019|News|0 Comments