News Posts 2018-08-23T11:01:01+00:00

News Posts

InvestNow News 16th November – AMP – Divided Congress

November 16th, 2018|0 Comments

13th November 2018, Bevan Graham - NZ Chief Economist Congress divided – implications for tax, spending and trade policy A divided US Government is more often the norm than the situation we have experienced in the [...]

InvestNow News 16th November – AMP Capital – New ESG Team

November 16th, 2018|0 Comments

8th November 2018, Rebekah Swan Head of Distribution As recognised leaders in ESG and responsible investing, we have made significant progress this year with Public Markets ESG initiatives. Most notably, the recent completion of [...]

InvestNow News 16th November – AMP Capital – New Fixed Income Analyst

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9th November 2018, Rebekah Swan Head of Distribution We are delighted to confirm today that Carrick Lucas has been appointed to the role of Fixed Income Analyst, effective 15 January 2019. Based in our [...]

InvestNow News 16th November – AMP Capital – RI Investing Update

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30th September 2018 The AMP Capital Responsible Investing Update provides quarterly fund commentary and performance for our Responsible Investment Leaders (RIL) Funds. It also provides an update on key responsible investment engagement themes. For the [...]

InvestNow News 16th November – AMP – RIL NZ Shares Fund Change of Manager

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15th November 2018, Rebekah Swan - Head of Distribution We have recently conducted a manager review of our AMP Capital Responsible Investment Leaders (RIL) NZ Shares Fund, which is managed in accordance with the [...]

InvestNow News 16th November – Elevation Capital – October Update

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October 2018 The October fund update is available here.

InvestNow News 16th November – Harbour – Outdoor Retailers Research

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14th November 2018 Harbour’s Managing Director Andrew Bascand and Senior Research Analyst Oyvinn Rimer travelled to Denver, Colorado for the Retail Outdoor conference. Why did we attend the Outdoor Retailer Winter Market? The Outdoor [...]

InvestNow News 16th November – Harbour – End of Goldilocks

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15th November 2018 The Third Scenario: the end of Goldilocks While the RBNZ expects to keep the OCR on hold through 2019 and into 2020, in their past two Monetary Policy Statements they have [...]

InvestNow News 16th November – Mint – October Update

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October 2018 Market Commentary October saw an overdue sell-off across global share markets, the sharpest monthly drop since 2010 –ironically, coinciding with an earnings season in the USA producing the best growth since 2010. [...]

InvestNow News 16th November – Morphic – October Fund Update

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October 2018 The Fund fell 5.4% last month, outperforming global markets which fell 7.6% in USD terms, experiencing the largest monthly fall in more than six years. The October sell-off was broad with all regions [...]

InvestNow News 16th November – Nikko AM – Global Equity Funds Manager Change

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2nd November 2018 Nikko AM have announced a change to the manager line up for Global Equity Funds. Full details here >

InvestNow News 16th November – Salt – October Factsheets

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October 2018 The October 2018 Fund Factsheets for the Salt funds are available here: Salt NZ Dividend Appreciation Fund Salt Enhanced Property Fund

InvestNow News 9th November – AMP Capital – Global Multi Asset Fund

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NOVEMBER 2019 A video explaining how the Global Multi Asset Fund works. Watch the video >

InvestNow News 9th November – AMP Capital – Market Watch – Market Wobbles

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NOVEMBER 2019 November edition of Market Watch, filmed with Chief Economist Bevan Graham. Bevan talks through what was behind the market wobbles over the past month, and why we just see this as a [...]

InvestNow News 9th November – AMP Capital – Nov MPS: Hold The Line

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November MPS: hold the line The November Monetary Policy Statement from the Reserve Bank of New Zealand is released on Thursday. Since their last full MPS in August both growth and inflation have surprised [...]

InvestNow News 9th November – Devon – Monthly Report Oct 2018

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October Monthly Update NZ Housing Market – Correction or Crash It appears very likely that the New Zealand housing market will turn down – the question now is whether it will be a correction [...]

InvestNow News 9th November – Harbour – Equity Market Pullback

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Harbour Outlook November 6th 2018 Key developments For much of the year, the main theme has been global bond yields inching higher as US Federal Reserve continues normalising interest rates; while at the same [...]

InvestNow News 9th November – Harbour – US Mid Term Results

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9th November - Andrew Bascand, Managing Director With Andrew Bascand on a company research trip in Denver, Colorado, he has shared his on the ground views of the US mid-term election results and their implications. [...]

InvestNow News 9th November – Russell Investments – Market Overview – Q3 2018

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SEPTEMBER 2018 // GLOBAL MARKET COMMENT Market Overview We are pleased to bring you the latest edition of Market Overview, a quarterly commentary on market events from Q3 2018. Key highlights from the quarter [...]

InvestNow News 2nd November – AMP – Quarterly Strategic Outlook

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EXECUTIVE SUMMARY Global growth was solid in the first half of 2018, though that relative stability is thanks to a US economy that has been going from strength-to-strength. Indications are the global output gap [...]

InvestNow News 2nd November – Harbour – T.Rowe Price Investing In AI Megatrend

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T. Rowe Price Leveraging global insights to invest in the AI megatrend  Scott Berg, portfolio manager of the Harbour T. Rowe Price Global Equity Growth Fund, has recently published this piece on how T. Rowe [...]

InvestNow News 26th October – AMP – Changes to NZ businesses

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25 October 2018 - AMP Limited to sell its Australian and New Zealand Wealth Protection and Mature businesses to Resolution Life AMP Limited announced it has sold its Australian and New Zealand insurance and mature [...]

InvestNow News 26th October – Harbour – Responsible Investing Update

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24 October 2018 ESG is good for your wealth Public interest in environmental, social and governance (ESG) issues and the ensuing demand for these to be incorporated into investments has been noticeably increasing over [...]

InvestNow News 26th October – Morphic – Quarterly Performance Review & Outlook

October 26th, 2018|0 Comments

23 October 2018 - Performance Review & Outlook A TALE OF TWO REGIONS Over the last quarter, global markets were up about 3%. But it’s a really a tale of two regions if you want [...]

InvestNow News 19th October – Harbour – Macro Research Day

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17 October 2018 - Monthly Review Harbour Investment Horizon Our internal Macro Research Day is a chance to re-visit the research that anchors our medium-term view. Locally, we expect economic activity to moderate rather [...]

InvestNow News 19th October – Pathfinder – Fund Update – Sep 18

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September 2018 - Monthly Review "the architecture of the world is changing before our very eyes" Donald Tusk, President of the European Council The world is changing, with trade wars, divisive politics and Brexit. These [...]

InvestNow News 12th October – AMP – Fundsource Research Global Multi-Asset Fund – Sept 18

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September 2018 FundSource produce independent reports and ratings for funds, to help investors make informed choices. An updated report for the Global Multi-Asset Fund is now available to download and its 'AA' rating has [...]

InvestNow News 12th October – AMP – Market Watch October 2018

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October 2018 Greg Fleming hosts again this month, he expects ongoing volatility in the short term, particularly with US mid-term elections on the horizon, and explains how this shapes the positioning of AMP Capital’s [...]

InvestNow News 12th October – Devon – Monthly Update – Sept 2018

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September 2018 Paul Glass: Why business confidence has fallen New Zealand business confidence has fallen to levels last seen during the Global Financial Crisis. While the magnitude of the decline is hard to explain, as [...]

InvestNow News 12th October – Elevation – Value Fund September Update

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September 2018 The September fund update for the Elevation Capital Value Fund is available here.

InvestNow News 12th October – Harbour – Chris Di Leva

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Harbour Asset Management Limited Appoints Chris Di Leva as Multi-Asset Specialist Harbour Asset Management (Harbour) is delighted to announce the appointment of Chris Di Leva CFA® to a new role as Multi-Asset Specialist based [...]

InvestNow News 12th October – Harbour – Outlook – Low Local Interest Rates

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5th October 2018 Key developments In September we saw a continuation of the theme of low local interest rates in New Zealand, in a broader global environment where bond yields overseas have crept higher. [...]

InvestNow News 12th October – Legg Mason Brandywine – US Dollar Opinion

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17th September 2018 The Deal on the Dollar: Divergence Francis A. Scotland  - Director of Global Macro Research Bad things tend to happen when the U.S. dollar rises too much. Unfortunately, there has been [...]

InvestNow News 12th October – Mint – Education Series – Reducing Volatility Can Sharpen Returns

October 12th, 2018|0 Comments

Mint Investor Education Series: How reducing volatility can sharpen returns Fear is back. After years of unnatural calm on global share markets, 2018 began with a sharp reminder that prices can rapidly travel in [...]

InvestNow News 12th October – Mint – Returns & Commentaries – Sept 18

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September 2018 Market Commentary September saw the New Zealand market hang onto its strong August returns, ending the month up 0.4%. Developed markets outside of Australia (-1.3%), all made positive moves with the US [...]

InvestNow News 12th October – Morphic – Fund Update – Sept 18

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September 2018 Portfolio review The Fund fell 1.0% in September, trailing global markets for the month (0.4%). Global markets were up 0.3% in USD terms, with a small fall in the Australian dollar providing [...]

InvestNow News 12th October – Morphic – New USMCA Deal & Italian Budget

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3rd October 2018 WHAT TO KNOW ABOUT THE REVAMPED NAFTA DEAL The negotiations for the new NAFTA deal ended last week and Canada joined the deal struck between US and Mexico at the 11th [...]

InvestNow News 12th October – Russell Investments – Q4 Global Market Outlook Update

October 12th, 2018|0 Comments

October 2018 Trade wars, the U.S. Federal Reserve (the Fed), China stimulus and the direction of the U.S. dollar dominate our near-term outlook. At this juncture, U.S. recession risks appear low. European growth can [...]

InvestNow News 12th October – Salt – September Factsheets

October 12th, 2018|0 Comments

September 2018 Factsheets for Salt Dividend Appreciation Fund and Salt Enhanced Property Fund available: Salt Dividend Appreciation Fund Salt Enhanced Property Fund

InvestNow News 30th September – AMP Capital – New Zealand Insights

September 28th, 2018|0 Comments

September 2018 The hardest part of the cycle The New Zealand economy is in the more challenging phase of the economic cycle. The easier growth that comes as spare capacity is gradually absorbed has [...]

InvestNow News 30th September – AMP Capital – Position for Challenging Markets

September 28th, 2018|0 Comments

Overview As the profit cycle matures, we are increasingly being asked how long-term investors should best position themselves should the economic backdrop and equity markets become more challenging. Key points Markets mark-to-market in the [...]

InvestNow News 30th September – AMP Capital – Response to Climate Change

September 28th, 2018|0 Comments

Investing in response to climate change 25 Sep, 2018 By Kristen Le Mesurier, Portfolio Manager, Multi Asset GroupSydney, Australia Last week I was part of a panel at the Responsible Investment New Zealand Conference 2018 [...]

InvestNow News 30th September – AMP Capital – Tobacco-Free Pledge

September 28th, 2018|0 Comments

AMP CAPITAL SIGNS HISTORIC TOBACCO-FREE PLEDGE 26 September 2018 We’re pleased to let you know that AMP Capital has signed the Tobacco-Free Finance Pledge at the United Nations in New York on Wednesday 26 [...]

InvestNow News 30th September – Harbour – Global Equity Growth

September 28th, 2018|0 Comments

Investment opportunities in the global market - T. Rowe Price 25 Sep, 2018 We wanted to give you an outline of Scott Berg’s recent address at Harbour’s Investment Seminar series: Still opportunities in global markets [...]

InvestNow News 30th September – Morphic – Batting Averages

September 28th, 2018|0 Comments

  What batting averages say about funds management Morphic's Joint-CIO Chad Slater was sharing key insights about the funds management industry.  Read the column to learn what critical considerations one needs to bear in [...]

InvestNow News 30th September – Morphic – US/China Trade War

September 28th, 2018|0 Comments

  SKY NEWS BUSINESS - US/China trade war Morphic's Head of Research James Tayler was live on Sky News Business to discuss the US-China trade war and its consequences on markets. Watch the video [...]

InvestNow News 21st September – AMP Capital – Eurozone fiscal integration

September 21st, 2018|0 Comments

19th September 2018, Bevan Graham, NZ Chief Economist Interest is high in how Italy is going to pull a Budget together by the deadline of September 27th. This worry highlights again a significant structural [...]

InvestNow News 21st September – Elevation – Daimler

September 21st, 2018|0 Comments

The Elevation Capital Value Fund re-acquired an investment in Daimler as the threat of tariffs continued to weigh on the automaker's shares, despite the company releasing it's first electric vehicle - EQC, and providing [...]

InvestNow News 21st September – Elevation – Value Fund August Update

September 21st, 2018|0 Comments

The August update has been published for the Elevation Capital Value Fund. Read the full update >

InvestNow News 21st September – Harbour – Postcard from China

September 21st, 2018|0 Comments

14th September 2018 Harbour's Managing Director Andrew Bascand  visited China last week and met with companies and commentators, to dig beneath the data and get a sense of the current issues. We visited many [...]

InvestNow News 21st September – Mint – A fresh new look

September 21st, 2018|0 Comments

Mint hits Billion Dollars and has a fresh new look. A more contemporary look and feel was sought.  It needed to reflect Mint’s brand values and investment approach with the key message that Mint [...]

InvestNow News 21st September – Morphic – China environmental stocks

September 21st, 2018|0 Comments

BLOOMBERG - China Everbright and China Water Affairs favoured Jack Lowenstein, chief investment officer at Morphic Asset Management, talks about opportunities in Chinese environmental stocks on Bloomberg. Click here to see what Jack had to [...]

InvestNow News 21st September – Morphic – Perspective Series

September 21st, 2018|0 Comments

18th September 2018 When there is muck, there is brass - Part II After going up more than 10% after we first bought the stock late in 2017, CEI’s shares began an inexplicable slump [...]

InvestNow News 14th September – AMP Capital – Market Watch September

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7th September 2018 September edition of Market Watch, filmed this afternoon with Greg Fleming, Head of Investment Strategy. Greg covers what’s been another positive month across major equity markets and other asset classes. He [...]

InvestNow News 14th September – Fisher Funds – Factors driving fund performance

September 14th, 2018|0 Comments

A snapshot of the key factors driving the performance of markets and your funds last month All Fund returns below are after fees & before tax New Zealand Growth Fund The New Zealand share [...]

InvestNow News 14th September – Fisher Funds – Healthy opportunities in the USA

September 14th, 2018|0 Comments

Portfolio update: healthy opportunities in the United States Chris Waters, Senior Portfolio Analyst 1st September 2018 I was recently travelling through the United States meeting with a number of companies. We travel there regularly [...]

InvestNow News 14th September – Fisher Funds – Robust trumps resilience

September 14th, 2018|0 Comments

Weathering a financial shock: robust trumps resilience Frank Jasper, Chief Investment Officer 3rd September 2018 The theme for this year’s Sorted money week is building financial resilience. Resilience is defined by the ability and [...]

InvestNow News 14th September – Fisher Funds – What Motivates You?

September 14th, 2018|0 Comments

Frank Jasper, Chief Investment Officer 3rd September 2018 Carrot or stick? Inspire or scare? I have always been a fan of the positive. So when retirement comes to mind, it’s mental images of relaxing [...]

InvestNow News 14th September – Fisher Funds – When credit rating agencies fail

September 14th, 2018|0 Comments

When credit rating agencies fail David McLeish, Senior Portfolio Manager 1st September 2018 News last month that the Chinese credit rating agency, Dagong Global Credit Rating, had its license suspended is yet another chapter [...]

InvestNow News 14th September – Harbour – Outlook Crisis of Confidence

September 14th, 2018|0 Comments

10th September 2018 Key developments It was a strong month for absolute returns in New Zealand asset classes in August, with the NZX50 sharemarket index rising around 4.4% and the NZ Government bond index [...]

InvestNow News 14th September – Mint – August Report

September 14th, 2018|0 Comments

31st August 2018 Market Commentary August was reporting season for many listed companies across New Zealand and Australia. Overall, results were in line with expectations and outlook statements were slightly soft. Against this backdrop, [...]

InvestNow News 14th September – Morphic – August 2018 Report

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The Fund rose 2.7% in August, trailing global markets for the month (3.6%). Global markets were up 0.6% in USD terms, with a significant fall in the Australian dollar providing the difference. Despite continuing [...]

InvestNow News 14th September – Pathfinder – August Reports

September 14th, 2018|0 Comments

"These are bullets, cannonballs and missiles of an economic war waged against our country" President Recep Tayyip Erdogan of Turkey. Market Commentary The S&P500 was up over August, delivering its fifth consecutive monthly gain. [...]

InvestNow News 14th September – Vanguard – Annual Reports

September 14th, 2018|0 Comments

Annual reports for the financial year ended 30 June 2018 are now available. Download the full annual reports here >

InvestNow News 7th September – AMP Capital – Financial Statements

September 7th, 2018|0 Comments

The Financial Statements for the AMP Capital Investment Funds for the period ending 31 March 2018 are now available. Download them from here >

InvestNow News 7th September – AMP Capital – Global Listed Infrastructure Team

September 7th, 2018|0 Comments

Global listed infrastructure team update. Below is a link to the announcement from Head of Global Listed Infrastructure, Giuseppe Corona, about some changes to AMP Capital’s Global Listed Infrastructure team. "We are pleased to advise [...]

InvestNow News 7th September – AMP Capital – Insights Hub

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5th September 2018 Bevan Graham, NZ Chief Economist In our “Themes for 2018” we postulated that, at some point around the middle of the year, concerns about China growth would re-emerge. We have not [...]

InvestNow News 7th September – Devon – August Update

September 7th, 2018|0 Comments

August Monthly Update Reporting Season  The recent reporting season in New Zealand provided investors with plenty of food for thought. While the reporting season was mildly positive (over half of our local stocks reported [...]

InvestNow News 7th September – Smartshares – $3 Billion

September 7th, 2018|0 Comments

23rd August 2018 Smartshares surpasses $3 billion in funds under management Smartshares, which manages New Zealand's range of Exchange Traded Funds (ETFs) and the SuperLife KiwiSaver scheme, has surpassed $3 billion funds under management (FUM). [...]

InvestNow News 31st August – AMP Capital – Global Multi Asset Update (Recording)

August 31st, 2018|0 Comments

AMP Capital Global Multi-Asset Fund Webinar (recording) Goals-based investing is an approach which aims to help people meet their personal and lifestyle goals in a straight forward and simple way. It turns the traditional [...]

InvestNow News 31st August – AMP Capital – Insights Hub

August 31st, 2018|0 Comments

A new Prime Minister in Australia What happens in Australia matters to New Zealand. As a major trading partner our economic fortunes are inextricably linked. New Zealand wants a stable and prosperous Australia. This latest post [...]

InvestNow News 31st August – AMP Capital – RIL Global Shares Fund

August 31st, 2018|0 Comments

AMP Capital have advised of some changes to the AMP Capital Responsible Investment Leaders (RIL) Global Shares Fund.   These changes are as a result of a strategic review of the underlying fund’s investment [...]

InvestNow News 31st August – Morphic – Is Value Investing Dead?

August 31st, 2018|0 Comments

Is Value Investing Dead? Led by the FAANG (Facebook, Apple, Amazon, Netflix and Google), Technology stocks and growth investing are all the rage again. And they have profited from 30 golden years. So is this the end of value investing? [...]

InvestNow News 31st August – Pathfinder – Be Financially Ready

August 31st, 2018|0 Comments

26th August 2018, Stuff.co.nz The recent sharp fall in the New Zealand dollar highlights that it's critical for investors to get high-level portfolio decisions right. The kiwi has been hammered against the US dollar, [...]

InvestNow News 31st August – Salt – March 2018 Annual Report

August 31st, 2018|0 Comments

"We are pleased to provide you with our annual report for the financial year ended 31 March 2018. Please click here to access the report. It provides information on how the Salt Investment Funds [...]

InvestNow News 31st August – Vanguard – 2018 Index Chart

August 31st, 2018|0 Comments

When it comes to investing, there's no disputing that having a clearly defined plan in place can help you achieve your investment goals. Without a plan, it's easy to get distracted. You can end [...]

InvestNow News 24th August – AMP Capital – Global Multi-Asset Fund Update

August 24th, 2018|0 Comments

Global Multi-Asset Fund Update You are invited to take part in a live webinar with Greg Fleming, Head of Investment Strategy and Matthew Hopkins, Senior Portfolio Manager: Tue, Aug 28, 2018 11:00 AM - [...]

InvestNow News 24th August – AMP Capital – Insights Hub

August 24th, 2018|0 Comments

Life’s complicated for central bankers (unless you’re the Fed) 17 Aug, 2018, Bevan Graham, NZ Chief Economist - New Zealand "If you’re the decision making person/committee of any central bank other than the Fed, you must [...]

InvestNow News 24th August – Harbour Asset Management – Investment Horizon

August 24th, 2018|0 Comments

Fiscal Policy Outlook: Responsible Stimulus 17th August, 2018 There is growing coverage in the media that a slowing economy could force a fiscal tightening to stay within the government’s fiscal responsibility rules. There is [...]

InvestNow News 24th August – Harbour Asset Management – Investment Seminar

August 24th, 2018|0 Comments

Auckland and Christchurch Investment Seminars - September 20thHarbour Asset Management are hosting seminars at which Shane Solly, Portfolio Manager of Harbour’s Australasian Equity Focus Fund and Scott Berg, Portfolio Manager of the T Rowe Price Global [...]

InvestNow News 24th August – Harbour Asset Management – Outlook

August 24th, 2018|0 Comments

23rd August 2018 Continued growth of responsible investment in New Zealand The Responsible Investment Association Australasia (RIAA) has recently published the fourth annual New Zealand Responsible benchmark report [1]  that shows the size and growth of responsible investing in New Zealand over the [...]

InvestNow News 24th August – Legg Mason – Global Macro Outlook

August 24th, 2018|0 Comments

Global Macro Outlook Richard Lawrence, Senior Vice President Portfolio Management, Brandywine Global Richard talks about the key macro themes currently impacting investment markets ... watch the video below.

InvestNow News 24th August – Pathfinder – Monthly Review July 2018

August 24th, 2018|0 Comments

Monthly Review - July 2018 "Firstly, as our cover indicates, we have a three year anniversary to celebrate. Pathfinder's Global Property Fund now has 3 full years of history - and it's doing well. [...]

InvestNow News 17th August – AMP Capital – Global Multi-Asset Fund Update

August 17th, 2018|0 Comments

Global Multi-Asset Fund Update You are invited to take part in a live webinar with Greg Fleming, Head of Investment Strategy and Matthew Hopkins, Senior Portfolio Manager: Tue, Aug 28, 2018 11:00 AM - [...]

InvestNow News 17th August – AMP Capital – Insights Hub – RI

August 17th, 2018|0 Comments

Responsible investing reaches new heights 16 Aug, 2018, Rebekah Swan, Head of Distribution - New Zealand "It’s great to see the responsible investment market going from strength to strength in the fourth annual New Zealand Responsible [...]

InvestNow News 17th August – AMP Capital – Insights Hub – Turkey

August 17th, 2018|0 Comments

Turkey in the spotlight 14 Aug, 2018, Bevan Graham, Chief Economist - New Zealand "In our blog post of June 13 we argued that, on the whole, emerging markets are in generally better shape to withstand [...]

InvestNow News 17th August – Devon – Annual Report 31 March 2018

August 17th, 2018|0 Comments

The Annual Report for your investment with Devon Funds for the year ending 31 March 2018 is now available.  You can access and download a copy of the Annual Report here . You can also download [...]

InvestNow News 17th August – Mint – Portfolio Returns July 2018

August 17th, 2018|0 Comments

Mint Portfolios Returns & Commentaries - July 2018 Mint's Monthly Fact Sheet / Commentary is available here >

InvestNow News 17th August – Morphic – China Environmental Stocks

August 17th, 2018|0 Comments

BLOOMBERG - China Environmental Stocks 'Very Interesting' 10 August 2018 Jack Lowenstein, Morphic's Managing Director, talks about the opportunities and the economies of China and India on Bloomberg. Watch the interview here > [...]

InvestNow News 17th August – Morphic – Global Recession?

August 17th, 2018|0 Comments

2018 OUTLOOK – IS RECESSION AROUND THE CORNER? 13 August 2018 This outlook is part of our latest Half Year report published in July.  "Whilst economic data in the last half was broadly expansionary, clearly [...]

InvestNow News 9th August – AMP Capital – Insights Hub

August 10th, 2018|0 Comments

 NZ labour market and a sneak peek at next week’s MPS 03 Aug, 2018, Bevan Graham, NZ Chief Economist - New Zealand "I was a tad apprehensive about this week’s Household Labour Force Survey (HLFS). Seemingly [...]

InvestNow News 9th August – AMP Capital – Market Watch – August

August 10th, 2018|0 Comments

AMP Capital’s Investment Strategy team provide you with a monthly rundown of what's been happening in global economies and markets, and what to watch in the months ahead. Hosted this month by Greg Fleming, [...]

InvestNow News 9th August – AMP Capital – Taking Stock – Winter Edition

August 10th, 2018|0 Comments

Welcome to the Winter 2018 edition of AMP Capital's taking stock. Featured in this issue are: Lead story: Why multi-manager investing? Heads I win, tails you lose: How e-commerce is shaping global real estate How [...]

InvestNow News 9th August – Devon Funds Management – Monthly Report – July 2018

August 10th, 2018|0 Comments

The Power of Collaboration As professional investors our objective is to achieve the best risk adjusted returns for our clients. This objective is clear and enduring but the framework that we operate in is [...]

InvestNow News 9th August – Elevation Capital Value Fund Monthly Update – July 2018

August 10th, 2018|0 Comments

Here is the July fund update for the Elevation Capital Value Fund.

InvestNow News 9th August – Harbour Asset Management – Outlook

August 10th, 2018|0 Comments

7th August 2018 In recent months, we have highlighted how the New Zealand economy and markets seem at a crossroads, with a moderation in domestic economic activity whilst cost pressures appear to be rising. [...]

InvestNow News 9th August – Legg Mason Brandywine – Global Fixed Income Commentary – Q2 June 2018

August 10th, 2018|0 Comments

Legg Mason have published their Brandywine Global Fixed Income Commentary for the June quarter 2018. Read the full report here >

InvestNow News 9th August – Mint – Annual Report

August 10th, 2018|0 Comments

9th August 2018 Mint Asset Management have published their Annual Report Advice. A full copy is available here >

InvestNow News 9th August – Morphic – Global Opportunities Fund July Report

August 10th, 2018|0 Comments

Portfolio review The Fund rose 0.7% in July, trailing global markets for the month (2.4%). Global markets rallied +2.9% in USD terms, with a small rise in the Australian dollar providing the difference. Headlines [...]

InvestNow News 9th August – Russell Investments – Market Overview – Q2 2018

August 10th, 2018|0 Comments

June 2018 Russell have published their latest edition of Market Overview, a quarterly commentary on market events from Q2 2018. Key highlights from the quarter were: NZ equities jumped 7.7%, due, in part, to [...]

InvestNow News 3rd August – AMP Capital – Quarterly Responsible Investing Report- July 2018

August 3rd, 2018|0 Comments

23rd July 2018 The AMP Capital Responsible Investing Update provides quarterly fund commentary and performance for our Responsible Investment Leaders (RIL) Funds. It also provides an update on key responsible investment engagement themes. For [...]

InvestNow News 9th August 2018 – Harbour Asset Management – Harbour Navigator

August 17th, 2018|0 Comments

        Harbour Navigator: Regime Change at the RBNZ 14th August 2018 The path of least regret for the RBNZ appears to be letting core inflation rise above 2%. A broad interpretation of the mandate [...]

InvestNow News 3rd August 2018 – Harbour Asset Management – Harbour Navigator

August 3rd, 2018|0 Comments

1st August 2018 Economic activity is moderating Early signs of inflation rising from low base But RBNZ likely on hold for a considerable time A key theme for the New Zealand economy in 2018 has [...]

InvestNow News 3rd August 2018 – Harbour Asset Management – Tariff Wars

August 3rd, 2018|0 Comments

24th July 2018 A muted global market reaction so far? With no further escalation, the implications for New Zealand from the current US-China tariff war are likely to be limited. Any escalation, however, will have [...]

InvestNow News 3rd August – Morphic – Anti-Outlook for 2018 – July 2018

August 3rd, 2018|0 Comments

Once some things are ruled as unlikely, then it should help narrow down by what is left as implying what we think will happen. Discover our scorecard for the first half of 2018 and our [...]

InvestNow News 3rd August – Morphic – Ethical Investing Presentations – July 2018

August 3rd, 2018|0 Comments

In July Morphic Asset Management presented to investors across Australia on Ethical investing.  Here you can view a video of the presentation plus access a copy of the slides they presented. Watch the video [...]

InvestNow News 3rd August – Nikko AM – 2018 Annual Scheme Report – July 2018

August 3rd, 2018|0 Comments

Here is a link to the 2018 annual scheme report for the Nikko AM NZ Investment Scheme.

InvestNow News 29th July – AMP Capital – Quarterly Strategic Outlook – July 2018

July 27th, 2018|0 Comments

23rd July 2018 Bevan Graham, NZ Chief Economist AMP Capital, and Greg Fleming, Head of Investment Strategy AMP Capital, provide their latest economic and strategy views. "A relatively stable global growth outlook belies an [...]

InvestNow News 29th July – Fisher Funds – July 2018 Newsletter

July 27th, 2018|0 Comments

In their July newsletter, Fisher Funds cover: Bruce McLachlan, CEO, take a look at debt and interest rates A snapshot of the key factors driving the performance of markets and their funds last month [...]

InvestNow News 29th July – Morphic – Half Year Report – June 2018

July 27th, 2018|0 Comments

Morphic Half Year Report - Jan to Jun 2018 The July 2018 half yearly report reviews what happened in Morphic's stock holdings and the market during the last six months and provides their outlook for the rest of [...]

InvestNow News 29th July – Morphic – World Cup Lessons for Investors – July 2018

July 27th, 2018|0 Comments

Morphic Asset Management took at a look at the recent FIFA Football World Cup, to see what lessons that sporting event offered to investors.. See what they found >

InvestNow News 13th July – AMP Capital – Market Watch July 2018

July 13th, 2018|0 Comments

6th July 2018 Watch a recording of the July 2018 Market Watch update from Bevan Graham, NZ Chief Economist AMP Capital (click the image below)

InvestNow News 13th July – AMP Capital – Chances of a rate cut?

July 13th, 2018|0 Comments

Bevan Graham, NZ Chief Economist AMP Capital 6th July 2018 Continued weakness in business confidence is posing downside risks to the growth outlook. From an RBNZ perspective it’s not as simple as lower growth meaning [...]

InvestNow News 13th July 2018 – Elevation Capital – Value Fund Update June 2018

July 13th, 2018|0 Comments

The Elevation Capital Value Fund monthly update for June 2018 is available here. There is also a feature available here on the fund's ownership of APN Outdoor, and a takeover offer for that business.

InvestNow News 13th July 2018 – Harbour Asset Management – Harbour Outlook

July 13th, 2018|0 Comments

9th July 2018 Key developments In recent months we have highlighted how economies and markets seem at a crossroads. In June, there was further evidence of an upcoming moderation in domestic economic activity whilst cost [...]

InvestNow News 13th July 2018 – Pathfinder – June 2018 Update

July 13th, 2018|0 Comments

The world, according to Deutsche Bank researchers, remains in a pretty good place. Global growth of 3.9% is expected this year, slightly ahead 2017. This is made up of marginally higher emerging markets growth (5.1% [...]

InvestNow News 13th July – Russell Investments – Global Market Outlook – July 2018

July 13th, 2018|0 Comments

The recent political crisis in Italy has come and gone, but trade wars appear here to stay. U.S. growth leadership will fade in our view as Europe and Japan improve. China is resilient and [...]

InvestNow News 13th July 2018 – Salt Funds Management – June Fact Sheets

July 13th, 2018|0 Comments

June 2018 The June fact sheets are now available for Salt Enhanced Property Fund and Salt NZ Dividend Appreciation Fund.

InvestNow News 6th July 2018 – AMP Capital – Webinar for the Income Generator Fund

July 6th, 2018|0 Comments

  If you missed the webinar hosted by Greg Fleming (AMP Capital, Head of Investment Strategy NZ) on their Income Generator Fund, or would like to take another listen at what was covered, here is [...]

InvestNow News 6th July 2018 – Devon Funds Management – Monthly Report June 2018

July 6th, 2018|0 Comments

Australia's Time to Shine? At Devon we focus a significant amount of time and energy on the Australian stock market and we have a heavy investment weighting to it across many of our funds. In [...]

InvestNow News 6th July – Russell Investments – Global Fixed Income Q&A

July 6th, 2018|0 Comments

In June, James Mitchell (Russell Investments Senior Portfolio Manager, Global Fixed Income) visited New Zealand presenting his outlook for Global Fixed Income.  Russell Investments have put together a record of the main topics that [...]

InvestNow News 6th July – The Most Popular Funds, Our Top 30

July 6th, 2018|0 Comments

Here are the Top 30 most popular funds on InvestNow as at 30th June 2018.  The chart shows the percentages of portfolios which have invested in the Top 30. Here are some interesting highlights [...]

InvestNow News 2nd July 2018 – AMP Capital – Global Equities Roadshow

June 29th, 2018|0 Comments

  AMP Capital hosted a presentation where experts from both AMP Capital and Hexavest spoke about their views on global equities for the remainder of 2018.  Here is a recording of the presentation - it's [...]

InvestNow News 2nd July 2018 – AMP Capital – Webinar for the Income Generator Fund

June 29th, 2018|0 Comments

  AMP Capital will be hosting a live webinar for their Income Generator Fund. Greg Fleming, Head of Investment Strategy, will be providing an update on how the fund has been performing in the current [...]

InvestNow News 2nd July 2018 – India Avenue – Equity Fund

June 29th, 2018|0 Comments

We often meet with current and new fund managers to discuss additions to the range of funds we offer.  One such fund manager is India Avenue Investment Management, who we meet earlier this month.  Specifically we [...]

InvestNow News 2nd July 2018 – Morphic Asset Management – Show Me The Money

June 29th, 2018|0 Comments

On June 28th, Haseko (1808 JT) will hold its annual general meeting. Haseko is Japan’s largest specialist builder of condominiums. Ahead of this meeting Morphic Asset Management has called on the company to make important [...]

InvestNow News 22nd June 2018 – AMP Capital – Global Real Estate Capability

June 22nd, 2018|0 Comments

As part of our commitment to strengthening our global listed real estate capability, we’re pleased to announce two further additions to our dedicated team. Hideharu Ichii has joined as a Portfolio Manager / Analyst in AMP Capital's [...]

InvestNow News 22nd June 2018 – AMP Capital – New Zealand Insights June 2018

June 22nd, 2018|0 Comments

Bevan Graham, NZ Chief Economist AMP Capital June 2018 The New Zealand economy is in fundamental good shape, though growth has proven softer than expected in the early part of 2018. The economy is close [...]

InvestNow News 22nd June 2018 – Elevation Capital – Value Fund Update May 2018

June 22nd, 2018|0 Comments

The Elevation Capital Value Fund monthly update for May 2018 is available here. Did you know that the fund invests in Tiffany & Co?  Read Elevation Capital's presentation on Tiffany & Co here.

InvestNow News 22nd June 2018 – Pathfinder – May 2018 Update

June 22nd, 2018|0 Comments

The Pathfinder monthly update for May 2018 is available here, providing a review of fund performance and current events.

InvestNow News 22nd June 2018 – Pathfinder – What is Responsible Investment?

June 22nd, 2018|0 Comments

  Have you ever wondered when Responsible Investing started and what it is all about?  Watch this  quick presentation from Rebecca Lindegger, a responsible investing expert, from Pathfinder.      

InvestNow News 15th June 2018 – AMP Capital – Changes in Board of AMP Capital

June 15th, 2018|0 Comments

AMP Capital update announcing some changes to the Board of AMP Capital Holdings Limited as the latest step in enhancing our governance.   Read the full announcement here.

InvestNow News 15th June 2018 – AMP Capital – Emerging markets in the spotlight

June 15th, 2018|0 Comments

Bevan Graham, NZ Chief Economist AMP Capital 13 June 2018 Recent events have put pressure on emerging market assets.  Our sense is these stresses are idiosyncratic to particular emerging economies rather than systemic. Financial markets [...]

InvestNow News 15th June 2018 – AMP Capital – Morningstar Report for Income Generator

June 15th, 2018|0 Comments

A Morningstar analyst report is now available for Income Generator, providing further independent endorsement of the Fund alongside the FundSource report produced last year. The Fund received a four star rating, and some notable comments around [...]

InvestNow News 15th June 2018 – Devon Funds Management – Monthly Report May 2018

June 15th, 2018|0 Comments

A Look into Local Markets After what has been a very good month for the Devon Funds we thought it would be useful to acknowledge how well the local market has done over recent years [...]

InvestNow News 15th June 2018 – Harbour Asset Management – Harbour Outlook: Crossroads

June 15th, 2018|0 Comments

The Harbour Outlook summarises recent market developments, what we are monitoring closely, and our key views on the outlook for fixed interest, credit and equity markets. Read the latest edition here.

InvestNow News 15th June 2018 – Morphic Asset Management – Jack Lowenstein’s 5 lessons of investing

June 15th, 2018|0 Comments

Jack Lowenstein, co-CIO and Managing Director at Morphic has not taken the conventional path into professional investing. Having started his career as a journalist, Lowenstein has spent the last two decades investing in global equities. [...]

InvestNow News 13th July 2018 – Morphic Asset Management – Morphic Global Opportunities Fund Monthly Report June 2018

July 13th, 2018|0 Comments

Portfolio review The Fund fell -0.3% in June, trailing global markets for the month (1.9%). Global markets fell -0.7% in USD terms, with a decent fall in the Australian dollar providing a cushion for Australian [...]

InvestNow News 15th June 2018 – Morphic Asset Management – Morphic Global Opportunities Fund Monthly Report May 2018

June 15th, 2018|0 Comments

Portfolio review The Fund rose 0.4% in May, ahead of global markets (-0.1%). Global markets fell -0.2% in USD terms, with a small fall in the Australian dollar proving the difference. May saw markets rise [...]

Coming soon – InvestNow News

May 30th, 2018|0 Comments

In June we will be launching the new InvestNow News service, exclusive to InvestNow customers.  InvestNow News will deliver news and information from our fund managers, direct to your inbox.  You will set your [...]

InvestNow News – Morphic Global Opportunities Fund First Quarter Update – April 2018

April 18th, 2018|0 Comments

Here is Mophic’s first quarter update for 2018 - watch the video on their April 2018 outlook here.

InvestNow News – AMP Capital Real Assets Global Outlook, 2018 – March 2018

April 13th, 2018|0 Comments

In this 2018 outlook, AMP Capital’s investment leaders draw on their respective teams’ research and insights to provide a snapshot of what to expect within the various segments for the year ahead. Read more.

InvestNow News – Morphic Perspectives Series – April 2018

April 13th, 2018|0 Comments

“Amoral MBAs and The Creation of Trump”.  This article was written two months earlier, well before the emergence of the Facebook data scandals. Read more.

InvestNow News – Morphic Global Opportunities Fund Monthly Report – March 2018

April 13th, 2018|0 Comments

Morphic Global Opportunities Fund rose 0.7% in March. Emerging Markets were the best performing sector (+1.1% USD) for the quarter. The Fund’s largest contributor for the month was the short position in Swiss freight forwarder, [...]