News Posts
InvestNow News 19th July – Harbour – Banks make a start on new capital
InvestNow News 19th July - Harbour - Banks make a start on new capital July 18th 2019 Simon Pannett, CFA - Director, Senior Credit Analyst A new capital security issued on Tuesday night by Westpac Banking [...]
InvestNow News 19th July – Milford – Changing consumer preferences in China present big opportunity for NZ companies
InvestNow News 19th July - Milford - Changing consumer preferences in China present big opportunity for NZ companies June 27th 2019 Frances Sweetman I was fortunate enough to attend New Zealand’s first Alibaba E-Commerce [...]
InvestNow News 19th July – Milford – Diversified Income Fund June Fact Sheet
Diversified Income Fund June Fact Sheet The June 2019 fact sheet is available here.
InvestNow News 19th July – Milford – Unlocking value by investing in private companies
InvestNow News 19th July - Milford - Unlocking value by investing in private companies July 4th 2019 Booke Bone In this short video, Investment Director Brooke Bone discusses how Milford is unlocking value for [...]
InvestNow News 19th July – Milford – What’s causing the rise in Aussie property companies?
InvestNow News 19th July - Milford - What’s causing the rise in Aussie property companies? July 5th 2019 Roland Houghton The listed Australian property sector (AREITs) has had a very strong 12 months, returning [...]
InvestNow News 19th July – Milford – What’s the right amount of government debt for NZ?
InvestNow News 19th July - Milford - What’s the right amount of government debt for NZ? June 6th 2019 Ian Robertson Amongst the Budget Responsibility Rules which the government agreed after the 2017 election, [...]
InvestNow News 19th July – Morphic – Half year Report
InvestNow News 19th July - Morphic - Half year Report Morphic's half year report reviews what happened in their stock holdings and the markets during the last six months and provides their outlook for the [...]
InvestNow News 19th July – Nikko AM – June Investment Update
InvestNow News 19th July - Nikko AM - June Investment Update Market Commentary The month of June saw strong returns across a range of sectors and in aggregate resulted in very good returns for [...]
InvestNow News 19th July – Russell Investments – Fact Sheets – Q2 2019
InvestNow News 19th July - Russell Investments - Fact Sheets - Q2 2019 Fund fact sheets are available below: Russell Investments Emerging Markets Fund Russell Investments Global Fixed Interest Fund Russell Investments Global Opportunities [...]
InvestNow News 12th July – AMP Capital – Continued momentum in responsible investing
InvestNow News 12th July - AMP Capital - Continued momentum in responsible investing Rebekah Swan | Jul 9, 2019 If you want to get broad overview of the responsible investment market in New Zealand, [...]
InvestNow News 12th July – Elevation – Monthly Update – June 2019
InvestNow News 12th July - Elevation - Monthly Update - June 2019 Here is the Elevation Capital Value Fund monthly update for June 2019
InvestNow News 12th July – Fisher – Monthly Update – June 2019
InvestNow News 12th July - Fisher - Monthly Update - June 2019 An update from your Chief Investment Officer - Frank Jasper Imagine a mythical pet store. It has cats and dogs and parrots. [...]
InvestNow News 12th July – Harbour – Secular changes are benefitting global growth investing. Are they here to stay?
InvestNow News 12th July - Harbour - Secular changes are benefitting global growth investing. Are they here to stay? Chris Di Leva | Jul 12, 2019 Key points: Since the Global Financial Crisis (GFC), [...]
InvestNow News 12th July – Mint – Portfolio Returns & Commentaries – June 2019
InvestNow News 12th July - Mint - Portfolio Returns & Commentaries - June 2019 June 2019 Market overview A trade ceasefire between the United States and China towards the end of June prompted hope [...]
InvestNow News 12th July – Morphic – June 2019 Fund Performance Report
InvestNow News 12th July - Morphic - June 2019 Fund Performance Report June 2019 Ethical Investing in Focus June marked the start of the Atlantic hurricane season in the Northern hemisphere with 15 major [...]
InvestNow News 12th July – Salt – June 2019 Fund Factsheets
InvestNow News 12th July - Salt - June 2019 Fund Factsheets Here are the June Fund factsheets: Salt Enhanced Property Fund Factsheet - 31 06 19 Salt NZ Dividend Appreciation Fund Factsheet - 30 [...]
InvestNow News 5th July – AMP Capital – ESG Wrap – Fully charged: The future of electric cars
InvestNow News 5th July - AMP Capital -Fully charged: The future of electric cars 17th June 2019 Karin Halliday - Senior Manager, Corporate Governance, Sydney At the other end of the spectrum from Formula One is [...]
InvestNow News 5th July – AMP Capital – Market Watch – July 2019
InvestNow News 5th July - AMP Capital - Market Watch - July 2019 Greg Fleming, Head of Investment Strategy In this extended update Greg looks back on the first half of the year which [...]
InvestNow News 5th July – AMP Capital – New Zealand Insights June 2019
InvestNow News 5th July - AMP Capital - New Zealand Insights June 2019 Managing Director and Chief Economist, AMP Capital New Zealand Growth still subdued... The New Zealand economy continues to expand at a [...]
InvestNow News 5th July – Devon – Investor Update – June 2019
InvestNow News 5th July - Devon - Investor Update - June 2019 June 2019 Will Interest Rates Support Share Markets, Again? Since November 2017 global interest rates have fallen sharply. While the trend towards [...]
InvestNow News 5th July – Harbour – Finely balanced, markets walking a tightrope
InvestNow News 5th July - Harbour - Finely balanced, markets walking a tightrope 5th July 2019 Key points Trade tensions again dominated the headlines during June, while the “truce” reached at G20 summit mitigated [...]
InvestNow News 5th July – Milford – Emerging markets alive with opportunity
InvestNow News 5th July - Milford - Emerging markets alive with opportunity 5th June 2019 Portfolio Manager Stephen Johnston discusses the plethora of opportunities available to NZ companies selling goods and services into emerging [...]
InvestNow News 5th July – Milford – Savers suffer record low interest rates
InvestNow News 5th July - Milford - Savers suffer record low interest rates 28th May 2019 Portfolio Manager Mark Riggall discusses the recent Reserve Bank rate cut and what record low interest rates mean [...]
InvestNow News 5th July – Milford – Value is in the eye of the beholder
InvestNow News 5th July - Milford - Value is in the eye of the beholder Stephanie Perrin, Investment Analyst - May 21, 2019 Warren Buffett is heralded as the greatest value investor of all time. Investment [...]
InvestNow News 5th July – Milford – Vodafone and the shrinking NZX
InvestNow News 5th July - Milford - Vodafone and the shrinking NZX 29th May 2019 Portfolio Manager Sam Trethewey discusses the recent buyout of Vodafone NZ and the squeeze on the NZX. Why are [...]
InvestNow News 5th July – Morphic – The Power of [Self Interest] Toasters
InvestNow News 5th July - Morphic - The Power of [Self Interest] Toasters 3rd July 2019 Within Ethical Investing and ESG, Morphic has been a long-time proponent of capitalism as the solution for some [...]
InvestNow News 5th July – Russell Investments – Global Market Outlook – Q3 update: Chine Syndrome
InvestNow News 5th July - Russell Investments - Global Market Outlook – Q3 update: Chine Syndrome China stimulus, global central bank easing and a China-U.S. trade-war ceasefire could set the scene for a rebound [...]
InvestNow News 5th July – Russell Investments – Global Market Outlook – Q3 update: Inversion aversion
InvestNow News 5th July - Russell Investments - Global Market Outlook – Q3 update: Inversion aversion June 2019 China stimulus, global central bank easing and a U.S.-China trade-war ceasefire could set the scene for [...]
InvestNow News 5th July – Russell Investments – New Zealand Fixed Interest Fund
InvestNow News 5th July - Russell Investments - New Zealand Fixed Interest Fund 28th June 2019 Russell Investments advises of some changes to the Russell Investments New Zealand Fixed Interest Fund (“Fund”). Key changes [...]
InvestNow News 28th June – AMP Capital – Responsible Investment Leaders Engagement Report 2019
InvestNow News 28th June - AMP Capital - Responsible Investment Leaders Engagement Report 2019 This Responsible Investment Leaders Engagement Report 2019 provides a snapshot of the work the RIL funds have been doing on [...]
InvestNow News 28th June – Harbour Asset Management – Sustainability is Good for Returns
InvestNow News 28th June - Harbour Asset Management - Sustainability is Good for Returns Shane Solly Jun 27, 2019 Harbour has been a signatory to the UN Principles of Responsible Investing since 2010 and [...]
InvestNow News 28th June – Morphic Asset Management – Investor Presentations
InvestNow News 28th June - Morphic Asset Management - Investor Presentations The May/June 2019 investor Morphic presentations are available to watch here now.
InvestNow News 28th June – Morphic Asset Management – Prada’s devilish governance is out of fashion
InvestNow News 28th June - Morphic Asset Management - Prada’s devilish governance is out of fashion June 26 2019 In the 2006 film The Devil Wears Prada, Meryl Streep plays a ruthless, cruel and [...]
InvestNow News 28th June – Pathfinder – Asset allocation: Modern Portfolio Theory v Behavioural Finance
InvestNow News 28th June - Pathfinder - Asset allocation: Modern Portfolio Theory v Behavioural Finance May 21, 2019 In the financial world, a great many asset allocation decisions are made using the Modern Portfolio [...]
InvestNow News 28th June – Pathfinder – Finding the Next Xero
InvestNow News 28th June - Pathfinder - Finding the Next Xero May 6, 2019 When Xero delisted from the NZX, it was truly a sad day for the NZ market. While we have other great [...]
Platinum Asset Management joins InvestNow!
12th June 2019 Things don't stay the same for long around here. We added the 8 new Smartshares funds last week and Milford yesterday. Now it's today's announcement. Platinum Asset Management and the Platinum International Fund are [...]
ANZ TDs now available on InvestNow!
19th June 2019 Yet more great news - you can now add ANZ Term Deposits to your InvestNow portfolio! Alongside the 100+ managed funds, we now provide Kiwi investors with the ability to invest in [...]
Milford joins InvestNow!
11th June 2019 Following closely on from the addition of the 8 new Smartshares funds last week, we are really pleased to announce that Milford Asset Management have joined InvestNow. Milford Diversified Income Fund Initially [...]
Smartshares iShares Launch
6th June 2019 Having teamed up with Blackrock, Smartshares are offering 8 new funds, all of which are available on InvestNow: Smartshares Global Equities ESG Smartshares US Equities ESG Smartshares Europe Equities ESG Smartshares Japan Equities [...]
Recap – New funds added over recent months
The aim of the Fund is to achieve absolute returns in excess of the MSCI All Country World Net Index in NZD (the Index) over the investment cycle (typically 3-5 years). The Fund invests in [...]
May 2019 – Russell Investments
Commentator - Fiona Lintott, Director Client and Investor Services, Russell Investments Q1: What is your view on spreads – should retail funds have buy/sell spreads and why/why [...]
May 2019 – Harbour Asset Management
Commentator - Ainsley McLaren, Executive Director Summary Harbour Investment Funds (Harbour Funds, or Funds) are all priced on a daily basis. The unit price is calculated by [...]
May 2019 – AMP Capital
Commentator - Rebekah Swan - ESG Investment Specialist, NZ / Client Advocate / Head of Product Q1: What is your view on spreads – should retail funds [...]
Smarter by the dozen: We’ve added five NZX passive funds
We recently asked customers which Smartshares funds they would most like added to the range available on InvestNow. Bringing the range we offer from Smartshares up to 12, there were five clear favourites and [...]
INVESTNOW MAGAZINE – MAR 2019 – Morphic Asset Management
Commentator - Jack Lowenstein, Morphic’s Managing Director & Joint CIO Q: What are the dangers for consumers in investing in products that don’t have arm’s length custody [...]
Attention Trust Customers. Have you seen Connectworks?
We recently spoke to Nigel Keats, of Connectworks, about how trusts use their platform to help achieve their compliance obligations. Here is what he had to say: “Trusts are commonly used in New [...]
Smarter by the dozen: InvestNow adds five NZX passive funds
Media Release - 19th March 2019 New Zealand’s biggest direct-to-consumer managed funds platform, InvestNow, has added five index products to its range in response to customer demand. Mike Heath, InvestNow general manager, says the platform [...]
Five New Smartshares Funds Available Now!
We recently asked customers which Smartshares funds they would most like added to the range available on InvestNow. There were five clear favourites and we are really pleased to announce that these are available now, [...]
2018 … we covered quite a bit of territory
Looking back at what we have covered this year, in our magazine, we’ve covered a real broad spectrum of topics on building and managing your portfolio. Tax has featured a couple of times along [...]
India Avenue – Equity Fund Factsheet
Following on from last month’s announced addition of the India Avenue Equity Fund, here is a fact sheet providing more background on the fund.
Holiday hours – Xmas 2018
It’s business as usual for the InvestNow team over the Xmas period. You can get in touch with us on 0800 499 466 or contact@investnow.co.nz Monday to Friday (excluding national public holidays). The fund [...]
Current Term Rates – 19th Dec 2018
Here are the current rates our banks are offering1: 1Rates are valid as at 12:00pm 19th December 2018
SBS Bank join BNZ, offering Term Investments to InvestNow customers!
We are really pleased to announce the addition of SBS Bank Term Investments to InvestNow. Firmly aligned to our strategy of empowering Kiwi investors to manage their investments in one place and with the [...]
India Avenue Equity Fund now available to InvestNow customers!
We are pleased to announce the addition of India Avenue Investment Management to InvestNow! BACKGROUND AND CONTEXT Here is what Mugunthan Siva, Managing Director India Avenue has to say about India Avenue, the Fund and [...]
Traditional Term Deposits Now Available
We are really pleased to announce that we now offer traditional bank Term Deposits (TDs) to InvestNow customers! Starting initially with the BNZ, over the next few months we will be bringing TDs to InvestNow from [...]
New Harbour and Fisher Funds
Over recent weeks we have added new funds from Harbour Asset Management and Fisher Funds: Fisher Funds Conservative Fund Diversified fund 1.41% fee PDS Fisher Funds Growth Fund Diversified fund 1.53% fee PDS Here [...]
NEW – Harbour Real Estate Investment Fund
We are pleased to announce the addition of the new Harbour Real Estate Investment Fund. Launched 1st October, this brings the number of Listed Property funds we offer to 7 in total. About the fund Here is how [...]
New Funds!
It’s been a while since we added new funds, but over the next couple of months you will see a string of new funds and new managers available on InvestNow. Starting in September, [...]
Deposits & Withdrawals – settlement timeframes
Following on from last month, where we talked about the timeframes associated with buying and selling managed funds, and how they differed by fund and manager, this month we shall cover deposits and withdrawals. [...]
Yes, we do offer Children’s accounts
If you’d like to set up a Children’s account we are here to help. Just drop us an e-mail (contact@investnow.co.nz) with the details we need (see the Children’s Account FAQ). Like all investors, we [...]
InvestNow News 24th June – Elevation Capital – Update – May 2019
The May 2019 fund commentary is available here.
InvestNow News 24th June – Fisher Funds – Infratil, backing mega trends to drive a rosy future
Zoie Regan - Senior Investment Analyst - 18 June, 2019 Infratil has been a long-term holding in our New Zealand share portfolios since 2002 and in May we also added it to our Property & [...]
InvestNow News 24th June – Fisher Funds – So why property, and why New Zealand?
Brent Buchanan - Head of Direct Property - 18 June, 2019 Of all the various influences that have combined to shape recent capital flows into New Zealand, one continues to stand out: Overseas funds bearing large [...]
InvestNow News 24th June – Harbour Asset Management – Hamish Pepper, Fixed Income Market Strategist
Harbour Navigator 21st June 2019 We are delighted to announce that Hamish Pepper will be joining Harbour Asset Management in mid-July as a Fixed Income Market Strategist. Hamish joins the Harbour investment team with [...]
InvestNow News 24th June – Harbour Asset Management – Interest Rates Race to Zero?
Harbour Navigator 24th June 2019 Yields on fixed interest securities, which have been falling sharply all year, took another surge lower last week. The 5-year swap rate, a good proxy for market rates in [...]
InvestNow News 24th June – Harbour Asset Management – Responsible investing and equity returns
Harbour Navigator 20th June 2019 Jorge Waayman There is a growing awareness that stock returns are influenced by Environmental, Social and Governance (ESG) considerations. As a long-term proponent of incorporating ESG factors into our [...]
InvestNow News 24th June – India Avenue – May 2019 Fact Sheet
Fund Commentary: May 2019 The month of May was a very eventful period for Indian markets, as May 23rd marked the national election results. Indian equity markets hit an all-time high with the incumbent [...]
InvestNow News 24th June – Morphic Asset Management – What I learnt starting my own fund
Jack Lowenstein 18th June 2019 Last week, seven years ago, Jack Lowenstein my Co-CIO; Geoff Wood, my Head of Macro and Risk; and myself were shown into the spare space of what had been [...]
InvestNow News 24th June – Nikko AM Investment Update – May 2019
May 31st 2019 Market Commentary During May, many asset sectors that comprise the components of the diversified funds performed well – both at the market level and in terms of excess returns provided by [...]
InvestNow News 24th June – Pathfinder – Monthly Review – May 2019
May 2019 Market Commentary Times have changed. A year ago, consensus opinion was for rising rates. Yet interest rate markets are pricing in a significantly different forward path. Just a few months ago, the [...]
InvestNow News 24th June – Russell Investments – Fact Sheets June 2019
May 31st 2019 Here are links to the 'new look' fund fact sheets for May 2019. Russell Investments Emerging Markets Fund Russell Investments Global Fixed Interest Fund Russell Investments Global Opportunities Fund Russell Investments [...]
InvestNow News 14th June – AMP Capital – Investable Ideas In Global Listed Real Estate
30th May 2019 - Michelle Bowes Insights Editor Global listed real estate is once again adding diversification benefits to balanced portfolios, and at the same time, delivering the underlying bricks and mortar economic returns of the [...]
Attention investors in Devon, Mint and Nikko Funds
The annual reports for Devon, Mint and Nikko have been published recently in InvestNow News. Links for each are available below: Devon Funds Management Mint Asset Management Nikko AM [...]
InvestNow News 14th June – Harbour – 5G To Enable New Technology Platforms
10th June 2019 Investors need to factor in the opportunity and potential disruption of new technology and changing consumer preferences for mobile and fixed broadband communication. Fifth generation mobile networks (5G) provide a transformational [...]
InvestNow News 14th June – Harbour – Trade Tensions Impact Global Growth
11th June 2019 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. Key points The prospect of [...]
InvestNow News 14th June – Mint – May 2019 Fund Update
31st May 2019 Market overview The NZ share market rose 1.0% in May and Australia rose 1.7%, despite weak markets overseas. The US market was down -6.4%, Germany -5.0%, France -5.3% and Japan -7.4%. [...]
InvestNow News 14th June – Salt – May 2019 Fact Sheets
The May 2019 Fund Factsheets for the Salt Dividend Appreciation Fund & Salt Enhanced Property Fund are now available: Salt Enhanced Property Fund Factsheet - 31 05 19 Salt Enhanced Property Fund Factsheet - [...]
InvestNow News 7th June – AMP Capital – ESG WRAP
28th May - Emily Woodland, Co-Head of Sustainable Investment, Listed Equities Hong Kong, China Welcome to the Environmental, Social and Governance (ESG) Wrap, where our team shares the latest ESG issues and their implications for investors. Watch our [...]
InvestNow News 7th June – AMP Capital – June Market Watch
7th June - Greg Fleming (Head of Investment Strategy) The past month was relatively weak across global asset classes, following a string start to the year. Escalating trade tensions between the US and China [...]
InvestNow News 7th June – AMP Capital – Social Media takes small steps toward policing its users
28th May - Fiona Manning - CFA, BMathFinSenior ESG Research Analyst Sydney Furthering the trend of social media beginning to face into its social and governance responsibilities, this month saw 17 countries along with a number [...]
InvestNow News 7th June – AMP Capital – The Wellbeing Budget
31st May - Bevan Graham Managing Director and Chief Economist, AMP Capital New Zealand New Zealand’s fiscal accounts remain healthy by global comparison with the Government bringing down a Budget that attempts to meet the Wellbeing [...]
InvestNow News 7th June – AMP Capital – UN’s 63rd Commission on the Status of Women
28th May - Michelle Bowes, Insights Editor Sydney At AMP Capital, we believe inclusion unlocks the power of diverse thought and enables our people to reach their full potential, which is good for our team and drives [...]
InvestNow News 7th June – Harbour Asset Management – Housing Market Risk Reduced
28th May "Dad still can’t work out how he got it so cheap. It’s worth almost as much today as when we bought it." Dale Kerrigan, from cult Australian Film, The Castle With the median [...]
InvestNow News 27th May – AMP Capital – Budget 2019 Webinar
You are invited to join Bevan Graham, AMP Capital’s Managing Director NZ & Chief Economist, on Friday 31 May for a post-Budget webinar, starting at 10.30 am. Bevan will discuss the Budget from an [...]
InvestNow News 27th May – Fisher – A convenience store with a difference
Harry Smith - Senior Investment Analyst 23 May, 2019 Growing up in rural Horowhenua our closest store for bread, butter and milk was the local Four Square. The store offered convenience (with the closest supermarket [...]
InvestNow News 27th May – Fisher – Game of thrones or the biggest loser
Frank Jasper - Chief Investment Officer 06 May, 2019 I hate to admit it but I am more than a couple of seasons behind in Game of Thrones. Last time I watched I am pretty [...]
InvestNow News 27th May – Fisher – Look for a company with a superior customer value proposition
Ashley Gardyne – Senior Portfolio Manager — International Shares 23 May, 2019 Want a superior investment? Look for a company with a superior customer value proposition The social media, online advertising [...]
InvestNow News 27th May- India Avenue – Fact Sheet April 2019
April 2019 The India Avenue Equity Fund's fact sheet for the month ending April 2019 is now available for you to download. In this month's Fact Sheet: The largest national election in history has been taking [...]
InvestNow News 27th May – India Avenue – Indians back Modi growth agenda
In their latest AFR opinion piece, India Avenue highlights Narendra Modi's emphatic victory in India's national election. “… Modi's 2nd term in power clearly shows that the people of India continue to back his [...]
InvestNow News 27th May – Nikko – Investment Update – April 2019
April 2019 Market Commentary In the year to date, the NZ equity market has returned a quite remarkable 14% which is well ahead of any rational expectation. Having said that, we also shouldn’t be [...]
InvestNow News 27th May – Russell Investments – Fact Sheets – May 2019
May 2019 Please see the links below for your fund fact sheets for April 2019 RIML Global Bond Fund Russell Investments Global Opportunities Fund Russell Investments Global Opportunities Fund $NZ hedged Russell Investments Global Listed [...]
InvestNow News 17th May – AMP Capital – ESG Wrap
April 2019 Welcome to the Environmental, Social and Governance (ESG) Wrap, where our team shares the latest ESG issues and their implications for investors. Gender diversity features as a theme in this edition, which is [...]
InvestNow News 17th May – Elevation – Fund Update April 2019
April 2019 The full fund update for April 2019 is available here.
InvestNow News 17th May – Pathfinder – Market Update – April 2019
April 2019 Market Commentary Conventional wisdom a year ago, was for rising rates. Now expectations appear to have flipped, with a key driver of markets in 2019 being a move lower in interest rates. [...]
InvestNow News 17th May – Russell Investments – The U.S.-China trade war escalates. Will business confidence levels take a hit?
May 10 20 Russell Investments published a rapid-response Market Week in Review blog post on the escalation in the U.S.-China trade war and the potential market and economic impacts. Key highlights CEO confidence levels [...]
InvestNow News 17th May – Salt – Fact Sheets April 2019
April 2019 Fact sheets for April are available here: Salt Enhanced Property Fund Factsheet - 30 04 19 Salt NZ Dividend Appreciation Fund Factsheet - 30 04 19
InvestNow News 10th May – AMP Capital – Market Watch – May 2019
7th May 2019 - Market Watch, with Greg Fleming (Head of Investment Strategy): Greg rounds up what was a good month for asset returns, particularly across growth asset classes. He also looks ahead at [...]
InvestNow News 10th May – AMP Capital – Quarterly Responsible Investing Update
31st March 2019 - Engagement update Australia’s Modern Slavery Act passed into law in 2018, requiring Australian companies to start examining the human impacts of their supply chains. RIL managers have been talking to companies [...]
InvestNow News 10th May – Antipodes – An Introduction to the Antipodes Global Fund
May 2016 An interview with Jacob Mitchell, CIO of Antipodes Partners Limited. The interview discusses the investment strategy, philosophy and key facts behind Antipodes Global Fund. This is a few years old, but nonetheless [...]
InvestNow News 10th May – Devon – Monthly Update – April 2019
Celebrating New Zealand Shares! On the 23rd of April, the NZ share market index (S&P/NZX50) broke through the 10,000 level for the first time in its history. But a quick look back through the [...]
InvestNow News 10th May – Harbour Outlook – More Bright Spots Emerge
8th May 2019 Key points Global share markets continued their rally in April, reflecting stronger global economic data and US corporate earnings Global economic data picked up in April, led by China and the [...]
InvestNow News 10th May – Mint – Portfolio Returns & Commentaries – April 2019
Market Overview - April 2019 The NZ share market rose 1.7% in April and Australia rose 2.4%, following strong performance by overseas markets, with the US market up 4.0%, Germany +7.1%, France +4.9% and [...]
InvestNow News 10th May – Morphic – Monthly Report – April 2019
April 2019 - Ethical Investing in Focus The fight against climate change has never been more critical and every Earth Day on 22nd of April reminds us that we all share in the responsibility [...]
InvestNow News 3rd May – AMP Capital – Quarterly Strategic Outlook April 2019
April 2019 The global economy is facing headwinds and tailwinds. The key headwind is the politics of trade and the agonisingly slow progress being made in resolving outstanding tensions. The tailwind is that labour [...]
InvestNow News 3rd May – AMP Capital – Top 10 ESG Issues for 2019
Kristen Le Mesurier, Portfolio Manager, Multi Asset GroupSydney, Australia Environment, social and governance (ESG) issues are a crucial part of our investment process. They affect the way we invest and where we invest. They also [...]
InvestNow News 3rd May – Fisher – Goodbye to the corporate bond market
IS IT TIME TO BREAK UP? Goodbye for now to the corporate bond market David McLeish, Senior Portfolio Manager — Fixed Interest 17 April, 2019 David McLeish’s tongue in cheek “Dear John letter” to the global [...]
InvestNow News 3rd May – Fisher – oOH! Media & the Australian election
Robbie Urquhart, Senior Portfolio Manager — Australian Shares 17 April, 2019 Last week Prime Minister Scott Morrison called the Australian federal election for the 18th May 2019, only a few weeks away. It has felt as [...]
InvestNow News 3rd May – Fisher – The heart valve rockstar
Ashley Gardyne, Senior Portfolio Manager — International Shares17 April, 2019 There were two newsworthy developments for our portfolio company Edwards Lifesciences over the last month. Firstly, its breakthrough transcatheter aortic heart valve received some great [...]
InvestNow News 18th April – AMP Capital – Divestment of civilian firearms investments
12th April 2019 AMP Capital (New Zealand) Limited has decided to divest from companies that are involved in the production of civilian firearms. This delivers on our ongoing commitment to responsible and ethical investment, [...]
InvestNow News 18th April – AMP Capital Joins Collaborative Engagement Initiative with Social Media Companies
15th April 2019 AMP Capital has joined the NZ Super-led shareholder engagement initiative aimed at pressuring social media companies to strengthen controls on objectionable content. This collaborative engagement brings together 44 entities (26 from New Zealand [...]
InvestNow News 18th April – Harbour Navigator Macro Research Day
16th April 2019 Harbour’s Macro Research Day is a chance to revisit research anchoring our medium-term view. Locally, we expect economic activity to moderate rather than slow sharply. While on one hand the market [...]
InvestNow News 18th April – Morphic – Podcast: Responsible Investing
2NUR FM - Responsible Investing with Steven Pritchard and Jack Lowenstein In this podcast, Steven Pritchard explores the world of Responsible Investing with Morphic's Joint-CIO Jack Lowenstein. Listen to the podcast > [...]
InvestNow News 12th April – AMP Capital – ESG Wrap
29th March 2019 Welcome to the Environmental, Social and Governance (ESG) Wrap, where our team shares the latest ESG issues and their implications for investors. Watch our video with Emily Woodland and Karin Halliday [...]
InvestNow News 12th April – Elevation – Fund Update March 2019
March 2019 The full fund update for March 2019 is available here. Also, on the 1st of April, the FMA announced the appointment of Chris Swasbrook (Founder and Managing Director of Elevation Capital) as [...]
InvestNow News 12th April – Fisher – It Was The Best Of Times
Frank Jasper, Chief Investment Officer - 04 April, 2019 Well that was quite a month. Solid gains for every asset class, in almost every market around the globe. It really was, with a little [...]
InvestNow News 12th April – Fisher – Monthly Update March 2019
April 2019 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 big [...]
InvestNow News 12th April – Harbour Outlook Records Broken
8th April 2019 Key points Global share markets continued their rally in March, benefitting from confirmation of a more accommodative US Federal Reserve (the Fed) and more positive rhetoric from the trade negotiations between [...]
InvestNow News 12th April- India Avenue – Fact Sheet March 2019
March 2019 The India Avenue Equity Fund's fact sheet for the month ending March 2019 is now available for you to download. In this month's Fact Sheet, we cover the following: The India Avenue [...]
InvestNow News 12th April – Mint – Portfolio Returns & Commentaries – March 2019
March 2019 The NZ share market rose 5.6% easily out-pacing the UK, the US, Australia, and just ahead of China’s 5.5%. There was no particular company specific news to drive the NZ market so [...]
InvestNow News 12th April – Morphic – Fund Update March 2019
March 2019 The Fund rose 1.0% in March, underperforming global markets which went up 1.4% in AUD terms. The best performing country in March was India, significantly outperforming all large countries and the Fund’s [...]
InvestNow News 12th April – Nikko – Investment Update – March 2019
March 2019 Market Commentary Investors enjoyed strong returns over the month of March across most sectors, but the biggest surprise came from the NZ stock market which rose an astonishing 5.9% over the month. [...]
InvestNow News 12th April – Pathfinder – Market Update – March 2019
March 2019 Market Commentary No one expected a simple "yes / no" referendum on Brexit to end in such chaos. With an array of options to break the impasse being voted down over the [...]
InvestNow News 12th April – Salt – Fact Sheets March 2019
March 2019 Fact sheets for March are available here: Salt Enhanced Property Fund Factsheet - 31 03 19 Salt NZ Dividend Appreciation Fund Factsheet - 31 03 19
InvestNow News 8th April – AMP Capital – How’s the NZ economy looking?
March 2019 New Zealand's GDP growth has shifted down a gear and the peak in the economic cycle is now well behind us. Growth in the second half of 2018 was disappointing, reflecting a [...]
InvestNow News 8th April – AMP Capital – Investment Performance Surveys
Greg Fleming, Head of Investment Strategy New Zealand Returns-chasing investors value top-performing funds and prioritise them for their investment allocations. But what does ‘top-performing’ actually mean? The naïve answer is that this is self-evident – the [...]
InvestNow News 8th April – AMP Capital – Market Watch April 2019
April 2019 - Greg Fleming, Head of Investment Strategy New Zealand It’s been a very positive March Quarter for market returns, particularly in US and NZ equities, but gains are more muted now as global growth [...]
InvestNow News 8th April – Harbour – Bond Yields Hit Record Lows …
Harbour Navigator 2/04/2019 New Zealand government stock yields fell to record low levels across all maturities last week, as the Reserve Bank acknowledged the weaker global economic outlook and the ensuing risks to the [...]
InvestNow News 8th April – Devon – Monthly Update – March 2019
A Trip to China In managing our clients’ NZ and Australian investments it is critically important to have a clear view on what is happening in China. China is not only the world’s second [...]
InvestNow News 8th April – Morphic – Perspectives Series – April 2019
April 2019 INTRODUCTION On recent trips to the local supermarket you begin to notice that the cost of the shopping appears to be getting a little more expensive. Friends have been talking about a [...]
InvestNow News 8th April – Russell Investments – 2019 Global Market Outlook Q2 Update
Global central banks have turned dovish, China stimulus is stronger than expected and trade-war tensions are easing. The cycle is becoming slightly more supportive for equities, but we believe it’s late in the game [...]
InvestNow News 29th Mar – AMP – 5G: Download the revolution
Giuseppe Corona - Head of Global Listed Infrastructure, LondonThe 5G network is the engine driving technologies such as smart cities, artificial intelligence, autonomous vehicles and virtual reality which will change the way we live. And enhanced [...]
InvestNow News 29th Mar – AMP – Proxy Voting & ESG Investment Research
Feb 2019 AMP Capital’s approach to ESG - The what, why and how AMP Capital is one of the longest-standing managers of responsible investment funds in Australia. Understanding how a range of environmental, social and [...]
InvestNow News 29th Mar – AMP – Supply chain and sustainable development goals
Rebekah Swan - Head of Distribution/Responsible Investment Specialist NZ In a post last year I introduced the topic of the United Nations 17 Sustainable Development Goals (SDGs). These goals are a call for action by [...]
InvestNow News 29th Mar – Fisher – 10 Years After Hitting Rock Bottom
Ashley Gardyne - Senior Portfolio Manager — International Shares | 21 March, 2019 10 years ago global share markets hit rock bottom. In March 2009, the US share market had more than halved from [...]
InvestNow News 29th Mar – Fisher – Responsible Investing In Action
Robbie Urquhart Senior Portfolio Manager — Australian Shares | 21 March, 2019 One of our core investment beliefs at Fisher Funds is to only invest in companies that act responsibly. What does this mean? This [...]
InvestNow News 29th Mar – Fisher – Vista: Reaching all-time highs
Matt Peek - Investment Analyst — New Zealand Shares and Property & Infrastructure | 21 March, 2019 Vista Group is a great example of what we look for in an investment. It has been a strong [...]
InvestNow News 29th Mar – Harbour – Capital Gains Tax: Unanswered questions for managed funds and KiwiSaver
March 27 2019 Key points We don’t know yet which measures suggested by the Tax Working Group will be adopted by the Government. There is still a lot of water to go under the [...]
InvestNow News 22nd Mar – AMP – Market Watch
5 March 2019 - Greg Fleming, Head of Investment Strategy February saw a continuation of world equity markets’ rebound, with volatility falling and growth assets stronger across the board, as the impact of a lower [...]
InvestNow News 22nd Mar – India Avenue – Feb 2019 Factsheet
In this month's Fact Sheet, we cover the following: The India Avenue Equity Fund was up 2.7% in February, (despite geopolitical events) bouncing back after a difficult 2018 Investment in renewable energy projects is growing rapidly [...]
InvestNow News 22nd Mar – Legg Mason – Brexit: The Beginning of the End, or the End of the Beginning?
Richard Lawrence - Senior Vice President, Portfolio Management March 19 2019 It was a head-spinning week in the U.K. where three significant votes took place in Parliament, along with several arguably less important amendment votes [...]
InvestNow News 22nd Mar – Morphic – Global Macro Outlook Q&A
March 20 2019 WHAT CAN BE SAID ABOUT MARKETS NEARING THE END OF Q1 2019? So far, 2019 is in line with what we were expecting at the beginning of the year. We reiterate [...]
InvestNow News 22nd Mar – Nikko – Investment Update – Feb 2019
Feb 2019 Market Commentary The factors which led to strong market returns during January continued into February, such that the negative returns from the latter part of 2018 seem to be an age ago. [...]
InvestNow News 22nd Mar – Russell – Fact Sheets Feb 2019
March 2019 Please see the links below for your fund fact sheets for February 2019 RIML Global Bond Fund Russell Investments Global Opportunities Fund Russell Investments Global Opportunities Fund $NZ hedged Russell Investments Global Fixed [...]
InvestNow News 15th Mar – AMP – ESG Wrap
Welcome to the Environmental, Social and Governance (ESG) Wrap, where AMP Capital's ESG team share the latest ESG issues in the media and their implications on investment. This month the key ESG issues making headlines are: [...]
InvestNow News 15th Mar – Elevation – Monthly Update – Feb 2019
Feb 2019 The full fund update is available here.
InvestNow News 15th Mar – Harbour Outlook – Slowing but still growing
March 8 2019 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. Key points Share markets continued [...]
InvestNow News 15th Mar – Legg Mason – When elephants fight, the mice get squashed
March 4 2019 Following up on a recent visit to Australian and New Zealand, Jack McIntyre, Portfolio Manager for Brandywine Global penned the attached commentary which I hope you find helpful as we watch [...]
InvestNow News 15th Mar – Mint – Portfolio Returns & Commentaries – Feb 2019
Feb 2019 Market Overview February was another strong month for markets with the NZX50 rising 3.8%. While this once again under performed Australia (200 Industrial Index +6.0%), it was ahead of the US (S&P500 [...]
InvestNow News 15th Mar – Morphic – From FOMO to JOMO
March 12 2019 Many readers will by now know of FOMO – the fear of missing out – the social media phenomenon, where, to quote Wikipedia, there is “a pervasive apprehension that others might be having [...]
InvestNow News 15th Mar – Morphic – Global Opportunities Fund Monthly Report – Feb 2019
Feb 2019 Ethical Investing in Focus Recent weeks have seen two successful investor engagements with large mining companies. Climate Action 100+, of which Morphic is a founding signatory, has been coordinating collective engagement with [...]
InvestNow News 15th Mar – Morphic – The battle shaking markets in the age of information uncertainty
John McDuling, Sydney Morning Herald March 1, 2019 Morphic's Managing Director Jack Lowenstein was featured in the Sydney Morning Herald to discuss the new impact of activist short sellers. Read the article > [...]
InvestNow News 15th Mar – Nikko – Q1 2019 Domestic Equity Call
March 2019 Here is a copy of the presentation, including a separate audio file, from the recent Nikko AM NZ Equity team update: The presentation
InvestNow News 15th Mar – Pathfinder – Don’t forget about the cycle
Feb 25 Don't forget about the cycle Another fast start to the year in financial markets. Following a disappointing end to 2018, equity markets rallied during January, with the MSCI World finishing the month [...]
InvestNow News 15th Mar – Pathfinder – Monthly Review – Feb 2019
Feb 2019 " Earth's global surface temperatures in 2018 were the fourth warmest since 1880 " Market Commentary Warming: Our planet is warming. According to NASA and the National Oceanic and Atmospheric Administration, 2018 was [...]
InvestNow News 15th Mar – Salt – Fund Factsheets – Feb 2019
Feb 2019 Here are the February 2019 Fund Factsheets for the: Salt NZ Dividend Appreciation Fund Salt Enhanced Property Fund.
InvestNow News 8th Mar – Devon – Monthly Update – Feb 2019
Taxing our Future The recently released Tax Working Group (TWG) report “Future of Tax” should more correctly have been labelled “Taxing our Future”. Tax is an incredibly important component of a well-functioning economy and [...]
InvestNow News 8th Mar – Fisher – A look at the Tax Working Group recommendation
Frank Jasper - Chief Investment Officer, 06 March, 2019 In February the much awaited recommendation on capital gains tax was released by the Tax Working Group. Many of you have been asking for our thoughts on [...]
InvestNow News 8th Mar – Fisher – Back to basics – company performance and the long run.
Frank Jasper - Chief Investment Officer, 06 March, 2019 The state of the global economy and volatile markets has been the focus of much discussion in past few months. It makes for great conversation and a [...]
InvestNow News 8th Mar – Fisher – Fund Performance & Commentary
February 2019 Fund Performance & Commentary Here is a snapshot of the key factors driving the performance of markets and your funds last month. For more details about each individual fund please select the [...]
InvestNow News 4th Mar – AMP Capital – Investment Outlook 2019 Roadshow
27 Feb, 2019 "Our experts share their thoughts on the key economic and investment themes that will shape the year ahead, as well as what’s on the minds of clients we engaged with on [...]
InvestNow News 4th Mar – Harbour – Banks: Increased capital requirements to change the landscape
Andrew Bascand | Mar 1, 2019 A material lift in bank capital is on the cards. If implemented it is likely to result in a combination of higher lending rates, lower deposit rates and [...]
InvestNow News 4th Mar – Legg Mason – Taking one step at a time: moving our sovereign bond ESG research forward
Patrick Bradley, Senior Vice President Investment Research, Brandywine Global, Feb 2019 Environmental, Social, and Governance (ESG) factors have increasingly become a part of investment research efforts, whether the focus is equities, corporate bonds or [...]
InvestNow News 4th Mar – Morphic – A Behavioural Finance Q&A
26 Feb, 2019 Here are three important questions Chad Slater answers to help you better understand the world of behavioural finance and how investors can utilise its lessons: What’s the most powerful lesson to [...]
InvestNow News 4th Mar – Morphic – Kim-Trump summit won’t change trends in Asia
25 Feb, 2019 - CNBC Markets Morphic's Head of Macro and Risk Geoff Wood discusses the upcoming summit of the two leaders and the ongoing U.S.-China trade tensions. Watch the video [...]
InvestNow News 4th Mar – Nikko – Changes in Benchmarks
25 Feb, 2019 Read the memo below for details with regards to changes to the benchmarks of the NZ Bond and NZ Corporate Bond funds and additional SRI criteria that is being applied to [...]
InvestNow News 22nd Feb – AMP – Brexit – scenarios, next steps & implications
18th Feb - Diana Mousina, Economist - Investment Strategy and Dynamic MarketsSydney Australia The Brexit date is fast approaching (29 March) but the future of the UK/EU relationship is still uncertain. Diana Mousina, Senior Economist, [...]
InvestNow News 22nd Feb – Elevation – Monthly Update – January 2019
January 2019 The monthly update for the Elevation Capital Value Fund is available here.
InvestNow News 22nd Feb – Legg Mason – The Fed: humbled by a trip to the wood shed
Feb 2019 The latest thought piece from Francis Scotland, Director of Macro Research at Brandywine Global. Francis highlights the recent change in rhetoric from the Fed and what this may mean for future policy [...]
InvestNow News 22nd Feb – Morphic – ESG Ratings – No Quick Fixes
18 Feb 2019 Many investors who consider ESG issues are increasingly looking for data providers to give stocks a rating as a quick fix to make their portfolio ESG compliant. Could it be that [...]
InvestNow News 22nd Feb – Nikko – Investment Update Jan 2019
Jan 2019 Market Commentary Markets are fickle things, just last month we were observing the strong forces of sentiment which can have a material impact on how securities are priced and traded on any [...]
InvestNow News 22nd Feb – Pathfinder – January 2019 Update
Jan 2019 "The darkest hour is just before the dawn" Attributed to Thomas Fuller back in 1650 - an English theologian and historian. While this is well understood metaphorically, there's a lot of (largely [...]
InvestNow News 22nd Feb – Russell – Fact Sheets
Feb 2019 Please see the links below for your fund fact sheets for January 2019: RIML Global Bond Fund Russell Investments Global Opportunities Fund Russell Investments Global Opportunities Fund $NZ hedged Russell Investments Global Fixed [...]
InvestNow News 15th Feb – AMP – Comments on RBNZ Monetary Policy Statement
13th Feb 2019 - Carrick Lucas, Fixed Income Analyst No surprises from the RBNZ in today's Monetary Policy Statement with the OCR remaining on hold at 1.75%. While there were some subtle changes to the policy outlook, the [...]
InvestNow News 15th Feb – AMP – ESG Wrap December
December 2018 This month the team takes a look back over 2018 - key themes are Social media and data privacy Climate change Wage underpayment and franchise sustainability Plastic and waste Social Media, Data [...]
InvestNow News 15th Feb – AMP – Responsible Investing Update
RESPONSIBLE INVESTING UPDATE Quarterly report Welcome to the December 2018 quarterly report for the AMP Capital Responsible Investment Leaders Funds (‘RIL Funds’). In addition to quarterly fund commentary and performance updates, the objective of [...]
InvestNow News 15th Feb – Fisher – And this too shall pass
Frank Jasper - Chief Investment Officer 04 February, 2019 According to Abraham Lincoln “An Eastern monarch once charged his wise men to invent him a sentence, to be ever in view, and which should be [...]
InvestNow News 15th Feb – Fisher – Key factors driving the performance of markets
05 February, 2019 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 [...]
InvestNow News 15th Feb – Harbour – Equity Risk Premium
Three things the Equity Risk Premium is telling us about investment markets 12th Feb 2019 - Chris Di Leva Equity Risk Premiums (the additional expected return from equities over bonds) are currently elevated Globally and [...]
InvestNow News 15th Feb – Mint – Factsheet Jan 2019
Market Overview After a difficult December and 2018 in which most global markets fell, January proved to be a risk on month for markets with the S&P500 and Nasdaq +9.7% and +7.9% respectively [...]
InvestNow News 15th Feb – Morphic – When engagement makes an impact
8th Feb 2019 We often get asked by investors some common questions about the companies we invest in: do these companies care at all about Environmental, Social & Governance (ESG) risks and ethical investing? [...]
InvestNow News 15th Feb – Pathfinder – We are in the news!
13th Feb 2019 Huge news for Pathfinder - we've joined with Alvarium, whose networks and resource will help take Pathfinder, and responsible investing, to the next level in NZ... Exciting times ahead! Read more [...]
InvestNow News 15th Feb – Pathfinder – What can the past two years tell us?
23rd Jan 2019 As we move into the New Year, it’s always interesting to reflect on what has just happened in the previous year. Looking back to the past can offer insights into the [...]
InvestNow News 15th Feb – Salt – Fund Factsheets – Jan 2019
January 2019 The January 2019 Fund Factsheets for the Salt Dividend Appreciation Fund & Salt Enhanced Property Fund are available here: Salt NZ Dividend Appreciation Fund Factsheet - 31 01 19 Salt Enhanced Property [...]
InvestNow News 11th Feb – AMP – A pause doesn’t mean the Fed is finished
4th Feb 2019 - Bevan Graham, Managing Director and Chief Economist, AMP Capital We expected the Federal Open Market Committee (FOMC) would pause its pattern of quarterly rate hikes at some point this year. While [...]
InvestNow News 11th Feb – AMP – Market Watch – Re-Position Exposure to Growth Assets
Feb 2019 - Greg Fleming (Head of Investment Strategy) World equity markets have staged a significant rebound at the start of the year, following a sharp correction at the close of 2018. Greg talks through [...]
InvestNow News 11th Feb – AMP – Strategic Asset Allocation Review – RIL Diversified Funds
8th Feb 2019 Introduction We have recently reviewed the strategic asset allocation (SAA) of our Responsible Investment Leaders diversified funds. This was to incorporate recent economic, market and industry developments, and to ensure portfolio [...]
InvestNow News 11th Feb – AMP – Time to rally? Bearish brain meets bull market
6th Feb 2019 - Greg Fleming, Head of Investment Strategy Time to ride the rally? Bearish brain meets bull market One of the most interesting trends of the last decade is the rise of behavioural psychology. [...]
InvestNow News 11th Feb – Devon – Monthly Report – Jan 2019
What does the future hold for our capital markets? The New Zealand financial markets regulator (FMA) and the New Zealand Stock Exchange (NZX) have announced that they will be undertaking a review of our Capital [...]
InvestNow News 11th Feb – Harbour – Australian Royal Commission: Final report shakeup
Andrew Bascand, Simon Momich |Feb 5, 2019 Reshaping financial advice in Australia, an overhaul for financial regulation, however little fresh news for the banks After a year long review the Hayne Royal Commission (RC) [...]
InvestNow News 11th Feb – Harbour – Outlook – Fed Pause Party
8th Feb 2019 Key points Share markets rallied at the prospect of the US Federal Reserve pausing interest rate increases and hopes that trade talks between US and China may ultimately reach a positive [...]
InvestNow News 11th Feb – Morphic – Monthly Update – Jan 2019
January 2019 Ethical Investing in Focus The World Economic Forum Annual Meeting took place this month in Davos and one of the big challenges world leaders discussed was climate change. Big corporates like Procter [...]
InvestNow News 11th Feb – Russell – Communique Q1 2019
Jan 2019 In the Q1 2019 edition of Communique, Russell Investments have covered the following topics: Fixed income: a book with more than one page - Noah Schiltknecht, Director, NZ Institutional To fear or not [...]
InvestNow News 1st Feb – AMP – Quarterly Strategic Outlook
January 2019 Executive Summary History will likely show that 2018 was the peak for GDP growth in the current economic cycle. While growth is expected to be softer in 2019, we don’t anticipate a [...]
InvestNow News 1st Feb – AMP – Sustainable Development Goals
Rebekah Swan - Head of DistributionNew Zealand | Jan 27, 2019 In my post last year I introduced the topic of the United Nations 17 Sustainable Development Goals (SDGs). These goals are a call for [...]
InvestNow News 1st Feb – Harbour – New Zealand Equity Market Debt Trends
Andrew Bascand, Shane Solly | Posted on Jan 28, 2019 One of the driving factors behind the global financial crisis (GFC) was high levels of company debt. High leverage and lower earnings coverage of [...]
InvestNow News 1st Feb – Harbour – RBNZ Banking Rules Shaping Credit Markets
Simon Pannett | Feb 1, 2019 Changes to banking rules are set to have a meaningful impact on New Zealand’s fixed interest market in 2019: A proposed rule forcing banks to hold more equity [...]
InvestNow News 1st Feb – India Avenue – Equity Fund Fact Sheet Dec 2018
Fund and Market Commentary: December 2018 Calendar Year 2018 was a very difficult year for equity markets around the world with most markets in the red. Earlier this month, we published a detailed research [...]
InvestNow News 1st Feb – Morphic – 2019 Global Market Outlook
30 January 2019 To look forward to this half, we need to look backwards. Annie Duke’s “Thinking in Bets”[1] is one of the best books of 2018. Annie was a psychology student who went [...]
InvestNow News 1st Feb – Morphic – Quarterly Performance & Market Overview
January 2019 Morphic's Joint CIO Chad Slater gives an overview of what happened during the last quarter of 2018 and explains how the Morphic funds are positioned for 2019. Watch the video here > [...]
InvestNow News 1st Feb – Russell – Market Overview Highlights Q4 2018
Market Overview, a quarterly commentary on market events from Q4 2018. Key highlights from the quarter were: Global share markets fell sharply in the December quarter. With US, UK and Europe all weaker. NZ share [...]
InvestNow News 25th Jan – Fisher – Apple’s Real Dilemma
16th Jan, 2019 - Ashley Gardyne Senior Portfolio Manager — International Shares Tech giant apple once seemed unbeatable, so what is really behind its latest share price tumble? Delving into the story behind the Apple [...]
InvestNow News 25th Jan – Fisher – The Future of Scooting
16th Jan, 2019 - Ashley Gardyne Senior Portfolio Manager — International Shares Scooting can be serious business! Ashley Gardyne was on the ground in China to scope investment opportunities and saw first hand how scooter [...]
InvestNow News 25th Jan – Fisher – Three Things to Consider Before Investing
Whether you’re a portfolio manager or a first-time KiwiSaver member, we all face similar challenges when deciding what to invest in, how much risk to take or how to respond to volatile markets. Frank [...]
InvestNow News 25th Jan – Harbour – Core NZ Inflation
29th Jan 2019 - Mark Brown This week saw the release of NZ CPI inflation for Q4 2018. While headline annual inflation measure remained below 2%, the details showed core underlying pressures a little [...]
InvestNow News 25th Jan – India Avenue – Dec 2018 Factsheet
In this month's Fact Sheet, we cover the following: The India Avenue Equity Fund has delivered 11.34% p.a. over the last 2 years Whilst the fund outperformed the benchmark in 2016 and 2017, 2018 was [...]
InvestNow News 25th Jan – Mint – Eggs, Baskets, Advice & the Missing Middle
23rd Jan 2019 “Why Diversified Funds need to be on the investment supermarket shopping list” Everyone knows the proverb “don’t put all your eggs into one basket”. My mother’s interpretation, when growing up through [...]
InvestNow News 25th Jan – Morphic – Anti-Forecasts for 2019
January 22nd “You must always be able to predict what’s next and then have the flexibility to evolve.” Marc Benioff Each half, as part of our outlook for the coming six months, we provide a series [...]
InvestNow News 25th Jan – Nikko – Investment Update Dec 2018
Market Commentary Sometimes markets are referred to as being either ‘risk on’ or ‘risk off’. What these jargon terms are referring to is whether investor behaviour is generally favouring riskier investments (risk on) and [...]
InvestNow News 25th Jan – Pathfinder – Dec 2018 Review
"Voters are angry but they don't want their savings in monopoly money" Marko Papic, Chief Strategist at BCA on why countries will retain the Euro as their currency despite rising nationalism (supplied by FNZ) [...]
InvestNow News 18th Jan – Elevation – You Own A Stake In Spotify
This month Elevation provide background on the investment in Spotify, an update on their #NZXNOW engagement with the NZX re transparency and the commentary on the value Fund. Read on > [...]
InvestNow News 18th Jan – Fisher – Key Factors Driving Performance
09 January, 2019 A SNAPSHOT OF THE KEY FACTORS DRIVING THE PERFORMANCE OF MARKETS AND YOUR FUNDS LAST MONTH New Zealand Growth Fund The New Zealand sharemarket was an island of calm in a [...]
InvestNow News 18th Jan – Fisher – Christmas Volatility
Frank Jasper, Chief Investment Officer - 09 January, 2019 Well Santa didn’t deliver on my Christmas wish. December was incredibly volatile with markets around the World tumbling. New Zealand was, once again, a strong performer relative [...]
InvestNow News 18th Jan – Harbour – Changes to Fixed Income team
14th January 2019 Today we have some news to share which is both exciting and sad. Christian Hawkesby, our founding Head of Fixed Income, has resigned, to take up a new role as an Assistant [...]
InvestNow News 18th Jan – Harbour – Volatility Strikes Back
7th December 2019 Key points Financial market volatility has increased in recent months but still remains relatively low by historical standards. While the macroeconomic data continues to point to a strong US economy, we [...]
InvestNow News 18th Jan – Morphic – Half Year Report 2018
Morphic's half year report for July to December 2018 is now available - covering what has happened in stock holdings and the market and the outlook for 2019. Read the full report here > [...]
InvestNow News 18th Jan – Nikko – Investment Update Dec 2018
Market Commentary, December 2018 Sometimes markets are referred to as being either ‘risk on’ or ‘risk off’. What these jargon terms are referring to is whether investor behaviour is generally favouring riskier investments (risk on) [...]
InvestNow News 18th Jan – Pathfinder – Johnson & Johnson – the writing was on the wall…
Johnson & Johnson - the writing was on the wall... Responsible investors can be forgiven for experiencing more than a little schadenfreude over Johnson & Johnson's tumble on US markets before Christmas. The US [...]
InvestNow News 18th Jan – Salt – Fund Factsheets
December 2018 Fund Factsheets for the Salt Dividend Appreciation Fund & Salt Enhanced Property Fund. Salt NZ Dividend Appreciation Fund (Download here) Salt Enhanced Property Fund (Download here)
InvestNow News 11th Jan – AMP Capital – The year that was 2018 and a sneak peek at 2019
The year that was 2018 and a sneak peek at 2019 Bevan Graham, Managing Director and Chief Economist, AMP Capital New Zealand As the year draws to close it’s timely to reflect on the year [...]
InvestNow News 11th Jan – Devon – End of the bull market or an opportunity to buy?
December Monthly Update The end of the bull market or an opportunity to buy? For those investors that were hoping for a Christmas rally in equities, the gifts found under the tree this year [...]
InvestNow News 11th Jan – India Avenue – Review and Outlook for Indian Equities
Returns for the Indian Equity Market vs Other Key markets in 2018 It was a year where benchmark indices representing Indian equity markets performed quite well relative to their emerging market and developed market [...]
InvestNow News 11th Jan – Harbour – Take the long-term view: why have equity markets been weak?
Take the long-term view: why have equity markets been weak? Shane Solly, Jan 7, 2019 Key points Equity markets have re-traced and become more volatile over the second half of 2018. Tighter monetary policy has [...]
InvestNow News 11th Jan – Morphic – December 2018 Performance Report
Ethical Investing in Focus The momentum behind Ethical Investing continued throughout 2018 both here in Australia and globally. As more asset owners demand such an approach from their asset managers, taking account of ESG [...]
InvestNow News 21st December – AMP Capital – NZ Insights
New Zealand Insights December 2018 December 2018 The New Zealand economy continues to perform well. This is despite slowing population growth and the seemingly entrenched pessimism emanating from the business community. Annual GDP growth [...]
InvestNow News 21st December – Harbour – 10 Risks in 2019
Harbour Investment Horizon - 10 Risks to Watch in 2019 December 17th 2018 When investing in an uncertain world, it is useful to distinguish between a core view of the most likely outcome for economies and [...]
InvestNow News 21st December – India Avenue – Govt & Central Bank Events
Government and Central Bank Events in India There were two major events in India last week which should have led to increased stock market volatility. These were related to the sudden resignation of the [...]
InvestNow News 21st December – Nikko – Investment Update November 2018
Market Commentary Following the significant pull back in equity markets during October, the month of November saw somewhat calmer markets with generally positive returns in most sectors. One exception from the major market sectors [...]
InvestNow News 21st December – Nikko – NZ Outlook 2019
NZ Outlook 2019 While New Zealand markets have had a rather interesting and more volatile time, the main drivers of the economy remain sound. Interest rates are still historically low, with a 1.75% official [...]
InvestNow News 21st December – Pathfinder – Equal Weight vs Market Cap Weight
Karl Geal-Otter, Investment Analyst - Pathfinder Asset Management November 27th 2018 Karl asks, what's your optimum weight? Indexing has become mainstream and an increasingly popular way to invest in capital markets. It’s cheap, tax [...]
InvestNow News 14th December – AMP Capital – Global Listed Real Estate
UPDATE ON AMP CAPITAL GLOBAL LISTED REAL ESTATE TEAM 10 December 2018 A few months ago, we announced two additions to the Global Listed Real Estate (GLRE) business, with important hires in the Hong [...]
InvestNow News 14th December – AMP Capital – Investigative Journalism
Using investigative journalism in fund management Trent Loi, MFin, BCom, BIS, CIMAPortfolio Manager, Market Solutions Sydney, Australia With advances in technology providing investors with ready access to market and company information, gaining a competitive edge is [...]
InvestNow News 14th December – AMP Capital – Market Watch with Greg Fleming
Greg Fleming (Head of Investment Strategy) Greg talks through the key events in what was a volatile month globally, with wild swings in equity markets. Moving forward, geopolitical risks remain in the backdrop and [...]
InvestNow News 14th December – Elevation Capital – November Update
30th November 2018 Commentary - Value Fund The "Kiwi" might be a flightless bird, but our currency was soaring during November. Below is a table highlighting in percentage terms the NZ Dollar's appreciation vs key [...]
InvestNow News 14th December – Harbour – US Earnings Season
13th Dec 2018, Chris De Leva US earnings season delivers, but raises questions about future growth Key Points: Q3 US Earnings season was strong with 410 of the S&P 500 stock index beating consensus expectations. [...]
InvestNow News 14th December – Harbour – Volatility Strikes Back
Key points Financial market volatility has increased in recent months but still remains relatively low by historical standards. While the macroeconomic data continues to point to a strong US economy, we are expecting the [...]
InvestNow News 14th December – Mint – Manage Risk In A Climate Of Fear
10th December 2018 Turning down the vol: how to manage risk in a climate of fear Mint Asset Management chief, Rebecca Thomas, explains an active strategy that can take the edge off losses in [...]
InvestNow News 14th December – Morphic – November Report
30th November 2018 Portfolio review The Fund fell 1%, outperforming global shares over the month by 0.5% in AUD terms. The fall was despite markets rebounding by 1.3% in USD, as the rise in the [...]
InvestNow News 14th December – Mint – November Commentary
30 November 2018 Monthly Fact Sheet - Mint Funds Market Commentary: Global markets were mixed in November after the October sell off. The S&P500 rose 2% helped by a more dovish view on interest [...]
InvestNow News 14th December – Pathfinder – November Update
November Review "I do not say that this deal is perfect - it was never going to be .... we should not let the search for the perfect Brexit prevent a good Brexit ..." Theresa [...]
InvestNow News 14th December – Russell Investments – Emerging Market Fund
In November, Russell Investments terminated Genesis from the Fund and introduced Neuberger Berman and a Russell Investments positioning strategy. Change rationale We took the opportunity to hire Neuberger Berman to add a source of [...]
InvestNow News 7th December – AMP Capital – Updated PDSs
4th December 2018 This is to advise that the AMP Capital Investment Funds Product Disclosure Statements (PDSs) have been updated. The material amendments that have been made to the PDSs since the previous version [...]
InvestNow News 7th December – Devon – November Update
November Interest Piece Global equity markets continued to trade with an elevated level of volatility during November as investors were challenged by slowing global growth and tightening financial conditions. Despite this backdrop the New [...]
InvestNow News 7th December – India Avenue – October Factsheet
October 2018 The India Avenue Equity Fund's fact sheet for the month ending October 2018 is now available for you to download. In this month's Fact Sheet, we cover the following:. Our current portfolio positioning We [...]
InvestNow News 7th December – Morphic – FED’s Bad Santa
4th December 2018 FED's Bad Santa For the last few years, the Fed has been on a largely pre-set well-telegraphed course of hikes putting the Fed in the bad camp for risk assets, particularly [...]
InvestNow News 7th December – Morphic – FED’s last hike of the cycle
December 2018 Chad Slater, chief investment officer at Morphic Asset Management, talks about Federal Reserve policy, the U.S. economy, and the implications for markets. Watch video here >
InvestNow News 7th December – Morphic – Trump-Xi at the G20 Summit
3rd December 2018 SMH - Markets to rally on Trump-Xi meeting at G20 Summit Morphic's Head of Macro and Risk Geoff Wood gives his thoughts on the Trump-Xi meeting at G20 Summit ... Read [...]
InvestNow News 7th December – Russell Investments – Global Market Outlook 2019
2019 Global Market Outlook: The late-late cycle show U.S. Federal Reserve tightening, trade wars, China uncertainty, Italy’s budget standoff with the European Commission and Brexit imply that 2018’s volatility should continue into 2019. We [...]
InvestNow News 30th November – AMP – 17 Goals to transform our world
Rebekah Swan - Head of Distribution New Zealand In 2015, more than 190 world leaders agreed to 17 Sustainable Development Goals (SDGs) for a better world by 2030. The United Nations 2030 Agenda for Sustainable Development [...]
InvestNow News 30th November – AMP – New MD for AMP Capital NZ
Grant Hassle, Global Head of Fixed Income I am writing to let you know about some changes within the New Zealand business. Today I have accepted the role of Global Head of Fixed Income, [...]
InvestNow News 30th November – AMP – Will the Fed pause soon?
Bevan Graham - NZ Chief Economist New Zealand In 2015, as it started its rate hiking cycle, we observed the US Federal Reserve (the Fed) was embarking on a ‘voyage of discovery’. Many of the questions [...]
InvestNow News 30th November – Fisher – Market Turmoil: why did it happen and what’s next?
Market Turmoil: why did it happen and what’s next? By Frank Jasper, Chief Investment Officer, 09 November, 2018 Expert & Indepth October was a volatile month for global share markets. While falling prices were [...]
InvestNow News 30th November – Morphic – Investor presentation Nov 2018
Investor Roadshow - Sydney, 22nd November 2018 The the video of Morphic's Sydney investor roadshow, including slides from the investor presentation, is available here.
InvestNow News 30th November – Russell Investments – Tobacco Exclusion
Tobacco exclusions in the Russell Investments Emerging Market Fund In response to client demand, Russell Investments have taken the decision to no longer invest directly in securities of tobacco manufacturers1 with the aim of [...]
InvestNow News 26th November – AMP – Rockier Road for Risk Assets
Greg Fleming - Head of Investment Strategy New Zealand As we have highlighted was likely through this year, the fourth quarter is proving to be the most difficult period in terms of achieving sustained positive asset [...]
InvestNow News 26th November – Morphic – Limiting Global Warming
Chad Slater - Joint chief investment officer of Morphic Asset Management. Adam Smith would want higher power prices When it comes to limiting global warming, this week's blog is a reminder that government intervention [...]
InvestNow News 26th November – Nikko – Investment Update Oct 2018
31st October 2018 - Market Commentary With the significant pull back in equity markets during October, all the diversified funds lost value over the month. As designed, the funds with a higher allocation to the [...]
InvestNow News 26th November – Pathfinder – Monthly Review – Oct 2018
October 2018 Market Update "The era of engagement is over. The world's two superpowers have become rivals" - Donald Tusk, President of the European Council Until now the USapproach to China has been based on [...]
InvestNow News 16th November – AMP – Divided Congress
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
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
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
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
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
October 2018 The October fund update is available here.
InvestNow News 16th November – Harbour – Outdoor Retailers Research
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
September 2018 The September fund update for the Elevation Capital Value Fund is available here.
InvestNow News 12th October – Harbour – Chris Di Leva
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
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
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
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
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
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
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 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
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 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
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
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
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
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
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
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
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
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
The August update has been published for the Elevation Capital Value Fund. Read the full update >
InvestNow News 21st September – Harbour – Postcard from China
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
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
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
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
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
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
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
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?
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
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
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
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
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
"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
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
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
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
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
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
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)
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
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
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?
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
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
"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
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
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
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
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
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
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
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
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
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
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
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
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
Mint Portfolios Returns & Commentaries - July 2018 Mint's Monthly Fact Sheet / Commentary is available here >
InvestNow News 17th August – Morphic – China Environmental Stocks
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?
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
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
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
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
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
Here is the July fund update for the Elevation Capital Value Fund.
InvestNow News 9th August – Harbour Asset Management – Outlook
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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 >
Putting your lazy cash to work
If some of you were wondering why you’ve been receiving an e-mail suggesting you put your cash to work, here is the explanation. Many customers ask if the Transaction Account is interest bearing, which [...]
Trusts and Anti Money Laundering
We’ve been engaging with a few of our family trust customers lately, requesting additional information as we complete our Enhanced Due Diligence (EDD). We thought this month’s edition of the InvestNow Magazine would be [...]
InvestNow News 13th July – AMP Capital – Market Watch July 2018
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?
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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?
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
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
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
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
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
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
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
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
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 [...]
New Fund – Pathfinder Commodity Plus Fund
We asked John Berry, Co-Founder and CEO of Pathfinder Asset Management, to shed some light on their Commodity Plus Fund. Here is what John had to say about the recent performance of the fund [...]
Coming soon – InvestNow News
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 [...]
Which funds are the most popular – the Top 50?
This month we’ve taken a look at which funds are the most popular on InvestNow, in particular the top 50 most popular (as at 6th April). The chart shows the percentages of portfolios which [...]
InvestNow News – Morphic Global Opportunities Fund First Quarter Update – April 2018
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
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
“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
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, [...]
What is Two-Factor Authentication and why do we provide it?
Two-factor authentication (TFA) is when an additional layer of security is applied to the process of logging into a website or service online. Using a username and password, together with a piece of information [...]
Distributions Received as Cash
If you have elected to receive distributions as cash, as opposed to having them reinvested into a fund, it’s important that you know that any cash will be credited to your InvestNow transaction account. [...]
Funds and Fund Manager Updates
New Fund Manager – Legg Mason This week we added a new Fund Manager, Legg Mason, and their Legg Mason Brandywine Opportunistic Fixed Income Fund. Legg Mason has over a century [...]
My Investor ID – what is it and how do I find it?
The Investor ID is a unique numerical identifier for each and every InvestNow account - it's like an account number. Because you can create multiple accounts with InvestNow, and with common characteristics, it's the [...]
Buying & Selling Units – settlement timeframes and spreads
The two most common questions we are asked about buying and selling managed funds are: how long does it take my buy or sell order to be completed? do buy or sell spreads apply [...]
Fund Update – AMP Capital NZ Property Fund
Effective 3rd April 2018, the AMP Capital NZ Property Fund (AIF P) is to be renamed the Australasian Property Index Fund and will start distributing income on a half-yearly basis. Please read the update from [...]
PIE Tax Update – 2019
2019 PIE tax timeline Thursday 28 March: email sent advising the estimated PIE tax liability for all investors owing PIE tax Monday 1 April: last day to request a change in your PIR (Prescribed Investor [...]
Rabobank customer update
We are getting closer to the end of the programme whereby we have established your InvestNow account and are ready to transfer the assets at, or around, March 31st. Thanks to the thousands of you [...]
Making Deposits & Withdrawals
Making Deposits & Withdrawals Deposits To deposit funds, all you need is to know is the bank account details for our custodian and the unique identifier for your account. Having logged in, click on Quick [...]
Attention Unit Holders of the AMP Cash Advantage Fund
You would have heard from us last week, with regards to Rabobank New Zealand’s decision to close and wind up the Cash Advantage Fund (CAF). Your options Option A – instruct us to redeem all [...]
InvestNow Order Status 101
When you buy or sell managed funds with InvestNow, we will apply a number of statuses, reflecting the most recent action taken for each order: Pending Approval required Processing Completed Cancelled If you have [...]
Fund Manager Updates
AMP Capital strategy changes AMP Capital have advised us of the following changes in their investment strategies: AMP Capital Responsible Investment Leaders (RIL) Funds The international fixed interest component of the AMP RIL [...]
Most Commonly Asked Questions
Can I receive my Passcode as a text message (instead of an e-mail)? Yes you can, just follow these simple steps: Login to your InvestNow account. Click on the Profile icon – it’s the [...]
What do the order statuses mean for my managed funds orders?
Managed funds orders go through a number of steps, with each one having a specific status. Here is what they are and what they each mean: Pending – you have placed an order and it [...]
InvestNow survey finds clients ready to bear a market correction
This year the world celebrated – if that’s the right word – the 10th anniversary of the global financial crisis (GFC), when market bears roamed wild. You can forget a lot in a [...]
Our extensive range of funds and fund managers
As the process for adding the new managers and funds, to include those currently offered by RaboDirect, is almost complete we have extended our range of funds to 78 funds from 15 managers. [...]
Fund Manager Updates – AMP Capital, Harbour Asset Management & Salt Funds Management
Please find attached the following updated PDS’s: AMP Capital Cash Advantage Fund Harbour Asset Management Salt Investment Funds NZ Dividend Appreciation Fund and Salt Enhanced Property Fund
Children’s Accounts
Many of our customers have asked if InvestNow offers accounts for children - the answer is simply, yes. Due to the specific requirements around setting up these accounts, we recommend that customers contact us during [...]
Fund Manager Updates
We have recently received updates from AMP Capital, Mint Asset Management, Nikko Asset Management and Smartshares – please click below to read/review the relevant updates: AMP Capital Investment Funds – Financial Statements Mint Asset Management [...]
The Investor Report
Accessed through the My Documents page, the Investor Report gives you a full and detailed breakdown of all activity within your portfolio for the period you define, covering all transactional and financial aspects of your portfolio [...]