InvestNow News – 24th December – Harbour Asset Management – Harbour Macro Research Day: Light at the end of the tunnel

Article written by Hamish Pepper, Harbour Asset Management – 23rd December 2020

• Harbour’s internal Macro Research Day is a chance to hear from external research providers, challenge assumptions and anchor our medium-term view.
• Highly effective COVID-19 vaccines and early rollout are allowing investors to look past the current acceleration in northern hemisphere cases.
• The New Zealand tourism industry is likely to […]
  

InvestNow News – 18th December – Elevation Capital – Elevation Capital Global Shares Fund: Monthly Update – November 2020

Update by Elevation Capital – November 2020

MASTERCARD SUMMARY REPORT

InvestNow News – 18th December – Vanguard – Vanguard economic and market outlook for 2021: Approaching the dawn

Article written by Joseph Davis, Vangaurd – December 2020

The COVID-19 pandemic has produced the most pronounced economic shock in nearly a century. In 2020, recessions around the world were sharp and deep, with significant supply-chain disruptions at times. That said, perhaps more than in previous recessions, policymakers were aggressive in supporting financial markets and their economies. While the global economy continues to recover as […]

InvestNow News – 18th December – Pie Funds – European markets are set to outperform in 2021

Article written by Guy Thornewill, Pie Funds – 11th December 2020

European markets are set to outperform in 2021, writes Guy Thornewill, Pie’s Head of Research UK and Europe and Senior Investment Analyst.

This year has been one of the most volatile periods for share markets in recent history. The Covid-19 pandemic has caused unprecedented changes in economies, companies, and the lives of ordinary people. Europe has […]

InvestNow News – 18th December – Pie Funds – Are your term deposits going backwards?

Article written by Pie Funds – 10th December 2020

With term deposit rates with most New Zealand’s major banks now under 1%*, the scene is set for many term deposits to earn next to nothing, or even go backwards after tax, in 2021.

Whether it’s a bull or bear market, you don’t want your term deposits locked in. You want to be able to respond quickly to opportunities and […]

InvestNow News – 18th December – Franklin Templeton – THE YEAR OF LESS UNCERTAINTY, MORE CERTAINTY

Article written by Francis A. Scotland & Jack P. McIntyre, Franklin Templeton – 8th December 2020

InvestNow News – 11th December – Salt Funds Management – November performance update for the Salt NZ Dividend & Property Funds

Update written by Roger Clayton, Salt Funds Management – 10th December 2020

In New Zealand, the S&P/NZX50 Gross rose +5.7% in November, led by Fletcher Building (+37%) on a strong earnings update, Air New Zealand (+28%) on vaccine optimism, and Meridian Energy (+21%) on persistent clean energy fund ETF buying. The most notable detractors were Pushpay (-22%) on slowing customer growth and Sanford […]

InvestNow News – 11th December – Pie Funds – A Message from Mike: Markets react to vaccine

Article written by Mike Taylor, Pie Funds – 4th December 2020

Recovery stocks soar as vaccine imminent, explains CEO and Founder Mike Taylor.

InvestNow News – 11th December – Franklin Templeton –

SOVEREIGN ESG ANALYSIS: ARE CURRENT LAGGARDS FUTURE RISING STARS?

Article written by Reina Berlien, Franklin Templeton – 5th October 2020

InvestNow News – 11th December – Franklin Templeton – A RELIABLE FRAMEWORK HELPS MANAGE RISK

Article written by Andrew Bogle & Kevin O’Neil, Franklin Templeton – 9th November 2020

Brandywine Global: Our view on risk management within our multi-sector and credit-oriented strategies.

The term “risk management” is universally espoused in the investment community but not necessarily universally implemented. At Brandywine Global, the ultimate purpose of risk management is to minimize the permanent loss of client capital. Furthermore, risk management is especially important when managing […]