Fund Manager News

India has had several economic booms in the past and the driver has usually been a US recession followed by lower interest rates and increased liquidity resulting in improving sentiment. We have put together a detailed note on this (see below) that discusses: A history of India's economic boom periods Catalysts for economic growth such…

Ethical Investing in Focus Should ethical and ESG investing be discarded in a crisis? There is a school of thought that believes ethical investing is a “fair-weather friend”, a bull market luxury. That when markets turn investors discard their ethics to focus on returns. Bank Of America looked at this topic and concluded the opposite…

Vicky and Warren Potter from the NZ Fixed Income team were also guests for the April edition of Portfolio Watch, our monthly webinar. They joined regular hosts Bevan Graham (NZ Managing Director and Chief Economist) and Greg Fleming (Head of Investment Strategy) to provide a fixed income perspective. Portfolio Watch April 2020 from AMP Capital New Zealand on Vimeo.

Vicky Hyde-Smith, Head of NZ Fixed Income, provides a short update on AMP Capital's Cash, NZ Fixed Income and NZ Short Duration funds for the March 2020 quarter. The quarter saw significant moves in bond yields, the likes of which haven’t been seen since the GFC, and a collapse in oil prices added to investors’ woes. Initially…

Joseph Titmus, Portfolio Manager/Analyst, provides a short update on the AMP Capital Global Listed Infrastructure Fund for the March 2020 quarter. The start of 2020 was significantly challenging one for financial markets and global listed infrastructure was no exception. The month of March was particularly painful for almost all asset classes as COVID-19 spread rapidly around…

You might also be interested in a recent webinar James Maydew presented on. In this he discusses the impacts of COVID-19 on real estate, how AMP Capital are managing their listed real estate investments on behalf of clients during this period, and our outlook on global listed real estate in a world post-COVID-19. Watch the presentation…

James Maydew, Head of Global Listed Real Estate, provides an update on the AMP Capital Global Property Securities Fund for the March 2020 quarter. Performance in all risk assets has been challenging in the first three months of 2020 and listed real estate is no different. The economic fallout we are seeing on a week by week basis,…

13 April 2020 - Tracy Chen, CFA, CAIA The COVID-19 outbreak is a classic black swan event, in that it came out of the blue, and the global economy will not be the same even when it fades away. The virus disrupted the intricate workings of globalisation that we took for granted over the past…

Russell Investments Global Opportunities Fund Russell Investments Global Opportunities Fund $NZ hedged Russell Investments Global Listed Infrastructure Fund $NZ hedged Russell Investments NZ Shares Fund Russell Investments Emerging Markets Fund Russell Investments Global Fixed Interest Fund Russell Investments Global Shares Fund Russell Investments Hedged Global Shares Fund

April 21st 2020 - Shane Solly Key Points Listed property assets have not yet fully recovered. Diverse impact of COVID-19 may create investment opportunities. A wide range of outcomes are possible, and we review current evidence on rental abatements and deferrals. It is reasonable to assume rentals falling by between -5% for industrial assets, through…

April 22nd 2020 Last month has been world-changing, and it’s not over yet. With the caveat that I do shares and stocks, not viruses, one thing that I have found fascinating is the similarities between epidemiology and investing. First, both are based on statistics and forecasts unlike say chemistry. In investing there are always a…

April 22nd 2020 Key points: Vanguard continues to anticipate the sharpest global recession in recent history. Despite China's GDP contracting 6.8% in the first quarter in 2020, Vanguard cautions against reading too much into this figure for its global or its domestic implications. The coronavirus outbreak threatens to drag Australia to two consecutive quarters of…