Communication is key to a successful relationship. Here are some of the conversations we’ve been having.
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 [...]
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, [...]
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 [...]
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 [...]
Here is the July fund update for the Elevation Capital Value Fund.
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. [...]
Legg Mason have published their Brandywine Global Fixed Income Commentary for the June quarter 2018. Read the full report here >
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
Here is a link to the 2018 annual scheme report for the Nikko AM NZ Investment Scheme.
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 [...]
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 [...]
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 [...]
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 >
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)
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 [...]
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.
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 [...]
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% [...]
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 [...]
June 2018 The June fact sheets are now available for Salt Enhanced Property Fund and Salt NZ Dividend Appreciation 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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 has made it easy and cheap for New Zealanders to get to their investment destinations via a huge range of managed funds But it doesn’t map out the route for them. “And that’s [...]
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 [...]
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 [...]
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.
The Pathfinder monthly update for May 2018 is available here, providing a review of fund performance and current events.
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.
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.
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 [...]
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 [...]
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 [...]
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.
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 [...]
Take the mid 1970s, for example, when the NZ dollar out-flew the US greenback – the big bird of global currencies – by about 50 per cent. But the days when NZ$1 could purchase [...]
Property is the foundation of wealth for most New Zealanders. According to the latest data from the Reserve Bank of New Zealand (RBNZ), the value of all the country’s houses now surpasses $1 trillion [...]
Here is Mophic’s first quarter update for 2018 - watch the video on their April 2018 outlook here.
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.
“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.
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, [...]
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 [...]
Let’s not kid ourselves, investment markets are chaotic, noisy and self-centred - just like children. Over the long term, though, markets settle down into pattern-like behaviour that rewards the patient investor in proportion to [...]
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 [...]
InvestNow had a cracking inaugural year. The online managed funds shop – fresh to market in March 2017 - has since built a following among many thousands of savvy direct clients who collectively have invested [...]
Investmentnews.co.nz March 18 2018 Over 90 per cent of RaboDirect assets representing more than $100 million will transfer to successor direct fund platform, InvestNow, following an agreement inked last October. Under the deal RaboDirect investors [...]
InvestNow clients know what they want. But why do they want it? “That’s what we want to know,” says Mike Heath, InvestNow general manager, “so we asked them.” Heath says the InvestNow survey sent out [...]
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 [...]
And the award for the best-performing asset class for the 10-year period ending June 2017 goes to (wait for the drum roll)... GLOBAL BONDS! A shock result perhaps, but this is no envelope malfunction [...]
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 [...]
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 [...]
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
Date: 3 October 2017 InvestNow acquires RaboDirect’s Managed Funds product line Wellington-based managed funds platform InvestNow has acquired the Managed Funds product line of RaboDirect, the specialist online savings business of Rabobank New Zealand Limited, [...]
The current retail fund will be changed such that instead of owning the securities directly, it will instead gain its exposure indirectly through owning assets in a wholesale fund which is expected to be launched [...]
The annual report for the AMP Capital Investment Funds and AMP Capital Cash Funds for the accounting period ended 31 March 2017 are now available below: AMP Capital investment Funds Annual Report AMP Capital Cash [...]
Congratulations to Fisher Funds, Harbour Asset Management and Smartshares - winners in the 2017 FundSource Awards! It's fantastic to see the calibre of our fund managers being recognised. Here are the awards they won: [...]
Morphic Asset Management We have a new fund manager on InvestNow – Morphic Asset Management. Hailing from Sydney, Morphic is a global equity investment manager. They manage the Morphic Global Opportunities Fund for high [...]
Last year the New Zealand funds management industry apparently experienced the financial equivalent of a religious conversion, switching en masse to the ‘socially responsible investment’ (SRI) persuasion. In less than 12 months, according to the [...]
Each time you login to your InvestNow account you are sent a unique passcode, as part of our additional layer of security. The default way of receiving these is via e-mail, however you can also [...]
by Alpha InvestNow announced they added 7 SmartShares ETFs into their investment platform. They are the following: NZ Top 50 Aus Top 20 NZ Mid Cap Aus Mid Cap Total World Europe US 500 You [...]
stuff.co.nz Susan Edmunds - August 14, 2017 Growth in KiwiSaver has prompted some investors to look at putting more money into other managed funds, one investment provider says. Investment platform InvestNow offers investors access to managed [...]
National Business review - Wealth Feature July 28th 2017 It's very clear to us, as KiwiSaver has just turned ten years of age, that it's definitely had an impact on the financial literacy of Kiwis. [...]
This is the question: is active funds management worth the effort? As far back as 1609 William Shakespeare was mulling over the active/passive conundrum in one of the most famous passages from his Netflix [...]
thesmartandlazy.com – Smartshares, Superlife, Simplicity & InvestNow. ETF & Index Fund investing in New Zealand
thesmartandlazy.com ETF and Index Fund are simple, low-cost and diversified investment option with a positive result in the long term. It plays an important part in my plan to achieve financial freedom by only do a few smart [...]
Anthony Edmonds - InvestNow 12th June 2017 This is a great question, and one we receive often from our customers and prospective customers. If we assume that an investor has a tax rate of 33% for [...]
thesmartandlazy.com May 24th Last Friday I wrote about investing Simplicity non-KiwiSaver fund via InvestNow from as little as $250. However, I am sorry to say this opinion is no longer available. Simplicity decided to cease offering [...]
Stuff.co.nz – The people using the rise of online fund investing in their bid for ‘financial freedom’
stuff.co.nz Rob Stock - May 24 2017 Alpha Leung and his son Ashton, aged four, who is already a share investor. Alpha Leung decided to work out how an "average" guy could become financially free, and to blog about [...]
Simplicity contacted us today, and told us that they were stopping InvestNow’s clients from being able to invest in their funds through InvestNow. Obviously, we are deeply disappointed with Simplicity’s decision, given the clear alignment [...]
Anthony Edmonds is a fund guy. With a professional lineage tracing back to Southpac in the early 1990s, and AMP Capital Investors for more than a decade, Edmonds has spent his entire career in the [...]
Stuff.co.nz Rob Stock - 17th May 2017 Zane Doran and his wife Kylie, at the beach, where they could open a bank account, switch KiwiSaver fund, set up a trust, or just go for a [...]
12th May 2017 Harbour Asset Management have advised us of a change to the structure of the Harbour Income Fund - effective Monday 19th June 2017. For full details, please refer to the letter and [...]
Ryan Johnson - Money for Young Kiwis May 13, 2017 This week I’ve got a chat with Anthony Edmonds, Managing Director of InvestNow. InvestNow is a brand new investing platform based in New Zealand. The [...]
The Smart and Lazy 9th May 2017 Investnow is a new online investment platform and fund management service just started this year. It is NOT an investment firm but a marketplace for investment funds. An [...]
2nd May 2017 Innovative NZ-owned online direct-to-consumer funds platform, InvestNow, has signed on another high-profile local manager, bringing further diversity to its rapidly-expanding product range. Under the just-inked agreement, InvestNow clients will be able to [...]
19th April 2017 Harbour Asset Management has partnered with online investment platform InvestNow to offer all their retail funds to direct investors. Andrew Bascand, Managing Director at Harbour Asset Management, said InvestNow offered the firm [...]
April 23rd, 2017 A new clutch of managers has signed on with online fund platform, InvestNow, with five Fisher Funds products first off the rank. InvestNow founder, Anthony Edmonds, said as well as Fisher a [...]
Christian Hawkesby, Executive Director Head of Fixed Interest and Economics Harbour Asset Management Some superstitious investors worry about the chance of a global recession in 2017. They figure that the stockmarket crash in 1987, Asian [...]
Tamsyn Parker - Money Editor for NZ Herald Friday, 17 March 2017 A new online platform will offer mum and dad investors the chance to access a range of investment funds which normally require hundreds of [...]
As an investor there are a number of questions you will have, such as: What type of investor am I? What’s a typical mix of investments for me? What kind of results can I [...]
stuff.co.nz March 6, 2017 KiwiSavers wanting to save more than the minimum needed to get their full employer and government contributions are getting a new option that doesn't involve locking their money away until they [...]
investmentnews.co.nz January 15, 2017 Wellington-headquartered Implemented Investment Solutions (IIS) has launched a new online investment platform aimed at the direct market. IIS managing director, Anthony Edmonds, said the InvestNow service would kick off with a [...]