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Subconsciously patriotic: the Kiwi case for diversification into foreign currency
Whether it’s the All Blacks or Lord of the Rings, Kiwis love seeing NZ represented on the world stage. And whether they’re conscious of it or not, most New Zealanders are just as patriotic about the home country currency, preferring to earn, invest, and generally think of finances in dollar terms. The vast majority of…

Manager Panel – Role of foreign currency in investor portfolios
Welcome to the July 2022 Manager Panel! The Manager Panel is where we ask fund managers some questions surrounding a topic. This month we asked Macquarie Asset Management about the impact foreign currency can have on investing. Check out the questions and answers below. Michael Gray, Head of Investment Strategy NZ - Macquarie Asset Management…

DIY diagnosis: the unhealthy risks of self-managed share portfolios
InvestNow Founder and Managing Director, Anthony Edmonds, explains why do-it-yourself share-trading portfolios could be harmful to the long-term wealth of Kiwis... Holed up at home during a wet Wellington weekend with a decent dose of COVID, I managed to squeeze in an unhealthy amount of reading. Among the stack of digital literature piling up on…

Manager Panel – Investing principles
Welcome to the June 2022 Manager Panel! Each month, where relevant, InvestNow will ask some of our fund managers some questions surrounding a topic. This month we asked Vault Digital Funds, TAHITO, QuayStreet Asset Management (QuayStreet) and ANZ Investments, about what they each think are common investing mistakes, what are three investing principles that they…

InvestNow’s 10 investing principles
1. Invest now The best time to start investing is right away; compound returns pile up over time so the sooner the better. But the investment universe is a vast and complex space that requires knowledge, patience and risk management. Starting small, making regular contributions into diversified funds is a great place to start. Investing…

To the moon (and back): what to do in down times
More than two years after the COVID-induced market crash of March 2020 investors are squaring up to some new questions in a different kind of down. The relentless negative trend has seen most share markets falling double-digits below the highs posted at the end of 2021. Despite a healthy little bounce at the end of…

Manager Panel – Financial Services Council ‘It Starts With Action’ campaign
Welcome to the May 2022 Manager Panel! Each month, where relevant, InvestNow will ask some of our fund managers some questions surrounding a topic. This month we asked Macquarie Asset Management, Mint Asset Management and Pie Funds some questions in relation to the Financial Services Council (FSC) 'It Starts With Action' campaign. The campaign aims…

Why timing the market is a fool’s game.
During bouts of market volatility, we often get questions from our clients about what changes we have made to our funds and whether it is a good idea for them to try and time the market. Despite how tempting it can be to sell during periods of uncertainty, making changes in the face of volatility…

The dark side of the NZ investment world
The NZ investment world, like the moon, has a permanent dark side. And operating beyond the brightly lit licensed fund hemisphere, wholesale managers have long flourished in the regulatory shadows. The NZ wholesale investment market, though, remains largely an unknown space even to the Financial Markets Authority (FMA), which claims loose governance powers over the…

Why the passive-active choice is not either-or
Passive is the new black. The index-based style has now taken hold in almost all market sectors, wowing investors with its low-cost look and promise of long-term competitive performance relative to its active peers. Yet despite its apparent universal stage-appeal, passive investment is hardly a one-strategy-fits-all model; and active management has not gone out of…

Manager Panel – Understand what you are investing in
Welcome to the April 2022 Manager Panel! Each month, where relevant, InvestNow will ask some of our fund managers some questions surrounding a topic. This month we asked Castle Point and Salt Funds Management some questions to help you understand them, their investing style and their funds better. Read the questions and their responses below.…

Join the Club – Financial wellbeing for Women
A report on Financial Wellbeing of Women, released in December 2021 by the Financial Services Council (FSC), revealed that perceived confidence, preparation and investment literacy among Women when it comes to their finances is low. Despite the fact that research shows that Women are engaged with budgeting, saving and investing. The key findings of the…

