Fund Manager News

InvestNow News - 20th Mar - Russell Investments - Fact Sheets - February 2020 Feb 2020 Fact Sheets are available below: Russell Investments Global Opportunities Fund Russell Investments Global Opportunities Fund $NZ hedged Russell Investments Global Listed Infrastructure Fund $NZ hedged Russell Investments NZ Fixed Interest Fund Russell Investments NZ Shares Fund Russell Investments Emerging…

InvestNow News - 20th Mar - Pathfinder - Monthly Newsletter - February 2020 “We are doing very precise medical screenings at our airports. Pardon the interruptions and delays, we are moving as quickly as possible, but it is very important that we be vigilant and careful. We must get it right. Safety first!”  Donald Trump…

InvestNow News - 20th Mar - Harbour - How vulnerable is our housing market? 18th March 2020 - Mark Brown Key Points Housing affordability continues to be a major challenge for many households. Initiatives to increase supply and to manage risks to the financial system have helped to contain house price rises, but they have…

InvestNow News - 20th Mar - India Avenue - Feb Factsheet In this month's Fact Sheet, we cover the following: The Fund delivered 11.6% over the last 12 months beating its benchmark net of fees by 0.3%. We discuss how India is placed economically during the current crises and put long term wealth creation in India's equity…

Better Governance Required at the Top This month’s interest piece is an article written by our Chairman, Paul Glass. As you will be aware, corporate governance is an issue that we take very seriously at Devon, and we believe that good governance standards should also apply to the New Zealand Government. However, before we examine…

Mike and Liam follow up on last months’ episode and discuss how markets fare as Coronavirus fall-out spreads. AS THE SPREAD OF THE COVID-19 CORONAVIRUS TAKES US INTO UNPRECEDENTED TERRITORY, INVESTORS WILL HAVE TO COPE WITH INCREASED VOLATILITY AND SOME BIG MARKET FALLS. "In modern times we haven't seen an epidemic of this scale," says…

6 Mar - CIO Report: earnings season overshadowed by coronavirus Opportunistic buying on market sell-off February was a tough month for the funds. Usually in February we see big movements in our Australian positions as they report their half-year results. This earnings season, however, was overshadowed by the spread of the Coronavirus outside of China.…

6 Mar - Mike’s update on how we see things unfolding as coronavirus fall-out spreads Coronavirus - Dramatic end to month - February fall fastest us stock market correction ever. What happened? February will go down as one of the most volatile months in history for asset prices with dramatic moves as news broke the novel Covid-19…

IInvestNow News - 13th Mar 20 - AMP Capital - Market Watch - March 2020 05 Mar 2020 - Greg Fleming - Head of Investment Strategy In this extended update, Greg addresses the current uncertainty in markets given the rapid escalation of the Coronovirus crisis. He covers the sharp falls across growth assets over February…

International equity markets had one of their more volatile weeks with some indices recording daily gains and losses of more than 3% in four of the five trading days. In the US, all three major indices eked out gains for the week, but remain around 10% off their all-time highs made in late February. Down…

Global equity markets endured a significant correction late in February. The US market was down 8.2% for the month, but was up in the early part of the month on confidence that China’s unprecedented efforts to contain the Covid-19 virus would be successful. With evidence later in the month that the outbreak was spreading beyond…

9 Mar - Warren Potter - Senior Portfolio Manager As novel coronavirus or COVID-19 moves from just a Chinese outbreak to something approaching a global pandemic event, market volatility has increased substantially and market liquidity is becoming more constrained. The economic fallout from the virus has transitioned from something akin the SARS outbreak where there…