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


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 […]
By |2020-12-24T09:02:26+13:00December 24th, 2020|News|0 Comments

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


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 […]

By |2020-12-18T10:51:22+13:00December 18th, 2020|News|0 Comments

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


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 […]

By |2020-12-18T10:17:44+13:00December 18th, 2020|News|0 Comments

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


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 […]

By |2020-12-18T10:08:18+13:00December 18th, 2020|News|0 Comments

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


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

Brandywine Global offers reasons for better global growth in 2021.

MACROECONOMIC OUTLOOK: POST-PANDEMIC BOOM?

A bevy of traditional macro-indicators point to better global economic growth for 2021. Some of these indicators include the lagged influence of falling bond yields, the cumulative effect of past policy stimulus measures, the low level of […]

By |2020-12-18T09:28:51+13:00December 18th, 2020|News|0 Comments

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


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 […]

By |2020-12-11T10:16:12+13:00December 11th, 2020|News|0 Comments

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


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.

November was record breaking for many reasons. The fastest ever vaccine produced, the first ever US president not to concede the election after polling results, and the best month for stocks on record. As we leave the political debate for another forum and […]

By |2020-12-11T10:00:38+13:00December 11th, 2020|News|0 Comments

InvestNow News – 11th December – Franklin Templeton – SOVEREIGN ESG ANALYSIS: ARE CURRENT LAGGARDS FUTURE RISING STARS?


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

Brandywine Global: Improving ESG scores, higher credit ratings, and lower borrowing costs may be a few things to look forward to in 2021.

We are often asked, “is there a country we wouldn’t invest in based purely on ESG factors alone?” It’s a fair question, particularly as we advance our ESG analysis […]

By |2020-12-11T09:45:08+13:00December 11th, 2020|News|0 Comments

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


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 […]

By |2020-12-11T09:12:38+13:00December 11th, 2020|News|0 Comments