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Listed property was on song in 2019 before losing its mojo this year as the coronavirus struck. But are the real estate blues simply a crisis-triggered reversion to the mean or is something more fundamental at play? Mint Asset Management senior real estate portfolio manager, Carlie Eve, puts property in its place... Investors having a…

June 2008 is a watershed nostalgia month for dewy-eyed NZ term deposit (TD) investors. With the global financial crisis (GFC) just three months away from its crescendo, care-free Kiwis were banking one-year term deposit returns of 8.5 per cent or thereabouts. In that month the Reserve Bank of NZ (RBNZ) held the official cash rate…

The Risk Of Finding Income In A Low-Interest Rate World - Mint Asset Management As global interest rates sink to near zero or below, the search for regular income has become increasingly desperate. But, according to Mint Asset Management’s David Boyle, yield-oriented investors must remember that ‘certainty’ can come at a high cost... In May…

Jack Bogle, the founder of passive investment pioneer Vanguard, never got to see the moment his whacky idea formally achieved market dominance – but he was this close. Bogle died in January 2019 just three months before research house Morningstar clocked US passive share fund assets hitting par with actively-managed counterparts for the first time.…

From deep down in a hole on March 23, the benchmark NZ shares index had clawed its way back about 25% by late April. Despite the extraordinary resurrection of the NZX – an effort mirrored in most other world equity markets – the index remains 10%, or so, below its February peak. Share markets appear…

According the NZ Film Commission synopsis, the first half of the classic 1985 local movie ‘The Quiet Earth’ “explores Zac’s solitude and the way it drives him slowly mad - he winds up in a pink petticoat running around a football field”. Just one week into lockdown we aren’t quite there yet but Zac, played…

If you struggle with the concept of income tax, take comfort in knowing that even the greatest mind of modern times turned to mush in the face of a tax return. Income tax, Einstein said, is “the hardest thing in the world to understand”. But in NZ at least, managed fund investors have it relatively…

Climate Change - Why Carbon Emissions Reporting Is Important For Your Investments - Mint Asset Management It was around this time last year that I went to the movies and saw Vice, starring one of my favourite actors Christian Bale portraying Dick Cheney’s rise to Vice President under the GW Bush administration. There was a…

From good to great - How to best investNow How good was 2019? According to NZ investment consulting firm Melville Jessup Weaver (MJW), last year was one of the best ever - for equity investors at least. Both NZ and offshore equities ended the decade with a final burst of enthusiasm that likely caught even…

What are REITS and why should investors use them? Real Estate Investment Trusts (REITs) have unique characteristics that can make them attractive to both income and growth investors. REITs own property and pass the rent collected from tenants that occupy those properties onto investors in the form of dividends. Listed on the stock exchange, REITs…

Will NZ property fund returns keep building, or will they crumble? Property - it’s a New Zealand love affair that’s created a lot of wealth over recent years in the residential market for Kiwis; but what’s been happening where the big guns play in the listed market? The Listed Property Sector has had an incredible…

Congratulations to the following fund managers on InvestNow - all winners at this year's awards: Fund Manager of the Year - Fisher Funds Management Longevity Award - Milford Asset Management Boutique Manager of the Year - Mint Asset Management Alternatives Sector - Pathfinder Global Water Diversified Sector - Milford Asset Management Australasian Equity Sector - Harbour Australasian…