InvestNow News – 22nd May – Milford – Milford’s view on the Recovery Budget

InvestNow News – 22nd May – Milford – Milford’s view on the Recovery Budget

14th May

Portfolio Manager Mark Riggall and Senior Analyst Frances Sweetman offer insights into the Recovery Budget and what it could mean for the economy and investors.

By |2020-05-22T11:47:17+12:00May 22nd, 2020|News|0 Comments

InvestNow News – 22nd May – Nikko AM – April 2020 Investment Update

InvestNow News – 22nd May – Nikko AM – April 2020 Investment Update

We are living in extraordinary times, and it is therefore no surprise that financial markets remain volatile as investors try to digest, assimilate and process what is going on and what it means for the economy, spending, employment, activity etc. With a distinctly uncoordinated global approach politically, there is plenty of uncertainty around what different governments may or may not do, and therefore what that means for businesses, workers and […]

By |2020-05-22T11:31:09+12:00May 22nd, 2020|News|0 Comments

InvestNow News – 22nd May – Nikko AM – The $50 billion question(s)

InvestNow News – 22nd May – Nikko AM – The $50 billion question(s)

21 May

Nikko Am NZ’s Head of Equity, Stuart Williams, reflects on last week’s budget announcement and what this means from an investment perspective

Well what a week it’s been. After 7 weeks of worry and uncertainty, we’ve emerged from our respective bubbles seemingly COVID free and with a burgeoning sense of optimism for our future.

On the back of a strong April and May to-date, our equity market continued to recover much […]

By |2020-05-22T11:12:34+12:00May 22nd, 2020|News|0 Comments

InvestNow News – 22nd May – Nikko AM – Weekly Market Update

InvestNow News – 22nd May – Nikko AM – Weekly Market Update

There is plenty of movement and volatility within the financial markets at the moment and we would like to keep you fully updated over this difficult and unprecedented time.

By |2020-05-22T11:33:15+12:00May 22nd, 2020|News|0 Comments

InvestNow News – 22nd May – Pathfinder – Equity Market Outlook Webinar Invite – a “Swoosh” Shaped Recovery

InvestNow News – 22nd May – Pathfinder – Equity Market Outlook Webinar Invite – a “Swoosh” Shaped Recovery

We would like to invite you to join a webinar hosted by Pathfinder & CareSaver’s Investment Team – next Wednesday at 1pm, details below.

2020 has been a wild ride for equity markets, with a record breaking sell-off in terms of the speed of market moves, followed by a rebound which has been just as spectacular.

In this update the team will give its outlook for markets, […]

By |2020-05-22T11:36:23+12:00May 22nd, 2020|News|0 Comments

InvestNow News – 22nd May – Pie Funds – Investor Update: A stock picker’s market

InvestNow News – 22nd May – Pie Funds – Investor Update: A stock picker’s market

Today is our 10th and final COVID-19 weekly video update.

This week we were joined by Doug Jopling, Portfolio Manager of the Pie Growth Fund, and we covered off these questions:

  1. What lessons have we learned from this crisis?
  2. How is the Growth Fund positioned?
  3. Why are we holding gold?
  4. What is going to set us apart from others going forward?
By |2020-05-22T11:16:16+12:00May 22nd, 2020|News|0 Comments

InvestNow News – 22nd May – Pie Funds – Investor update: Is active management the place to be?

InvestNow News – 22nd May – Pie Funds – Investor update: Is active management the place to be?

This week we were joined by Australasian analyst Mike Ross and we covered off these questions:

  1. What has been happening in markets over the past week?
  2. How has the Dividend Fund been positioned?
  3. Has the team been adding to investments in any companies that are struggling?
  4. How is the active vs passive debate looking at the moment?
By |2020-05-22T11:54:58+12:00May 22nd, 2020|News|0 Comments

InvestNow News – 15th May – AMP Capital – Comments on RBNZ announcement

InvestNow News – 15th May – AMP Capital – Comments on RBNZ announcement

13th May – Carrick Lucas – Portfolio Manager

As expected the RBNZ announced an acceleration to its quantitative easing programme today, almost doubling support to $60 billion. While the OCR remains on hold the possibility of negative rates is on the horizon. In this short update we provide some thoughts on the key takeout’s from today’s announcement, and the implications for AMP Capital’s fixed income portfolios.

By |2020-05-15T10:21:23+12:00May 15th, 2020|News|0 Comments

InvestNow News – 15th May – ANZ Investments – Weekly Snapshot

InvestNow News – 15th May – ANZ Investments – Weekly Snapshot

Global equity markets continued their resurgence last week, with indices in the US recording gains of between 2% and 6%, while down under the NZX 50 rose 2.3%. Tech stocks continued to outperform with the Nasdaq Composite trading into positive territory for the year.

After a volatile few months, bond yields have settled into relatively (by recent comparison) tight ranges, with the US 10-year government bond yield spending the past few weeks either […]

By |2020-05-15T10:36:58+12:00May 15th, 2020|News|0 Comments

InvestNow News – 15th May – APN – AREIT sector webinar

InvestNow News – 15th May – APN – AREIT sector webinar

This week we held a webinar on how these times have affected the AREIT sector by addressing the top questions that we are being asked right now.

You can now access a recording of the webinar here and a copy of the presentation here.

By |2020-05-15T10:18:18+12:00May 15th, 2020|News|0 Comments