Fund Manager News

22 Jan - Oliver Cox - Investment Analyst - Fisher Institutional Property Fund Did you know that at Fisher Funds we also invest our clients money in property? We are one of the few fund managers to offer our KiwiSaver members exposure to direct investment in commercial property, through our Fisher Institutional Property Fund.  Our…

22nd Jan - Ashley Gardyne - Senior Portfolio Manager - International Shares Judging by the newspaper headlines the last decade was a fear-filled one - but investors prospered anyway. Can investors expect the good times to continue in the 2020s? Or will the chickens finally come home to roost? A decade of crises Working for…

International equity markets finished the week lower as fears of the economic impact the coronavirus grew. In the US, the S&P 500 fell 1% over the week, while other major indices also lost around 1%. The economic uncertainty saw demand for safe-have assets – namely bonds and gold rise. The selloff has continued into Monday’s…

Hamish Pepper - Jan 28, 2020 Key Points The Reserve Bank of New Zealand (RBNZ) has found a fiscal friend in the past two months. Following the $12bn of capital spending announced in the Government’s December Budget, Kāinga Ora (Housing NZ’s parent) plans to borrow an additional $4bn to help its state housing efforts. While there…

INTRODUCTION Our Grassroots publication (half-yearly in frequency) focuses on providing its readers with the necessary insights when contemplating, assessing or understanding an investment into India’s fast-growing economy. Whilst many investors are aware of the high GDP growth, driven by the strong fundamentals of a youthful, aspirational and entrepreneurial society, it is the insights into what…

InvestNow News - 31st Jan 20 - Quarterly Strategic Outlook January 2020 2019 was a challenging year for the global economy. We had accepted that global growth was through the peak in cycle, but the weakness was more extreme than we had anticipated and growth looks to have come in at around 3.0% for the…

Global equity markets had a volatile start to 2020, as fears of the coronavirus outbreak caused an uptick in market volatility. January got off to a good start with indices in the US, Australia and New Zealand making new all-time highs, but concerns around the virus saw most benchmarks give back some gains. With the…

Michael Higgins - Portfolio Manager - December 10, 2019 If you’re looking for a home loan in Australia today, chances are, you’re going to use a mortgage broker. In the latest home loan channel survey, 6 out of 10 residential mortgages are now originated using a broker (Figure 1). Broker share in the early 1990s…

Katlyn Parker - Investment Analyst - December 17, 2019 With interest rates at record low levels there is an argument that the benefits of cutting rates further become less. Whilst the Reserve Bank of NZ (RBNZ) still thinks this is an efficient lever to generate demand, monetary policy has its limitations and needs support to…

At the start of 2019 many investors were predicting a difficult year. Portfolio Manager Mark Riggall discusses why this didn’t happen and how Milford used a flexible approach to deliver value over the year.

Looking out to 2020, Senior Analyst Frances Sweetman doesn’t expect the sort of performance from the New Zealand share market that we’ve seen this year. Looking at the big picture how are we positioning our funds for the year ahead?

It was Groundhog Day (week) for US and New Zealand equity markets with both reaching new all-time highs last week, continuing their impressive start to the year. In the US, the Dow posted its fifth weekly gain over the last six, while the Nasdaq has recorded its sixth consecutive weekly gain. In New Zealand, the…