Fund Manager News

Here are the Top 30 most popular funds on InvestNow as at 31st March 2020.  The chart shows the percentages of portfolios which have invested in the Top 30. Here are some interesting highlights from the data: 50% are passive funds 50% are international equities funds 30% are Australian equities funds 13% are listed property…

March 31, 2020 - Lorraine Moore There is an old Chinese proverb that says, “if we don’t change course, we will end up where we are going.” In uncertain times, it is difficult to make plans. COVID-19 has devastated financial markets, which have experienced astonishing volatility, primarily because the actual threat and impact of the…

"It's going to disappear. One day, it's like a miracle, it will disappear" Donald Trump, explaining Federal efforts to contain the pandemic. Market Commentary We hope everyone is staying safe during this difficult and stressful period. Once again our commentary is focused on the financial market implications of covid-19 given the unprecedented global economic impact.…

Mark Brown - Apr 9, 2020 Key Points The RBNZ’s quantitative easing (QE), Large Scale Asset Purchase (LSAP) programme has kicked off to a very promising start. In a tug-of-war between massive Reserve Bank purchases and NZ Treasury issuance, the Reserve Bank is winning. The New Zealand Local Government Authority raised $1.1billion in new bonds…

April 7, 2020 - Mark Mazzarella Within a few weeks, our understanding of COVID-19’s spread seemed to progress from significant but largely contained to full-scale pandemic. Restrictions on work travel and a preference for virtual meetings escalated to panic buying and living in lockdown. None of us has experienced the realities of an extended ‘hibernation’ across…

8th April 2020 -Robin Bowerman - Head of Corporate Affairs Focusing on the long-term can be difficult when the here and now is demanding your full attention. Saturation media coverage - whether it be on mainstream media or on your chosen social media platforms – makes it hard to tune out what have so far…

16th April 2020 -Bevan Graham - Managing Director and Chief Economist, AMP Capital New Zealand In 2020 global growth looks set to post its first negative result since the depths of the Global Financial Crisis and may even prove to be the weakest year of global growth in living memory. Unemployment rates are rising fast, underlining the…

13th April 2020 - Yoshie Phillips  Since 2014, we have been formally incorporating environmental, social and governance (ESG) factors into our investment process, including fixed income research. As a component of our manager research process, manager research analysts assign an ESG rank to individual strategies. Our observations of market trends assist us in identifying leading…

Introduction the latest edition of Market Overview, a quarterly commentary on market events from Q1 2020. It has been a challenging first quarter impacted heavily by the coronavirus pandemic. Key highlights from the quarter were: Global share markets fell sharply in the quarter as governments were forced to impose strict virus containment measures. However there…

In this month's Fact Sheet, we cover the following: We discuss how the COVID-19 pandemic has impacted India, the markets and our fund. We highlight the portfolio changes we have made recently allowing us to incrementally buy India's high quality, sustainable franchises at reasonable prices. We held a webinar to discuss the key issues affecting markets, our…

PHARMACY TO THE WORLD Given COVID-19 will be one of the most significant pandemics of our lifetime, there has been an increasing focus on health and medicine. In the need of the hour the shortage of medicines is coming under scrutiny. It would have been hard to fathom this sort of event (significant tail-risk) and…

7th April - Rebekah Swan - ESG Investment Specialist, NZ / Client Advocate / Head of Product As long-term investors, environmental, social and governance (ESG) issues are crucial. They affect the way we invest and inform our global engagement agenda. Each year we select engagement themes based on their financial materiality, our previous engagement with…