Fund Manager News

INTRODUCING ZOOPLUS A.G. Zooplus A.G. [ZO1G.DE - Market Capitalisation € 794.5 million is a specialised online realtor of petcare products which is well positioned to benefit from the favourable tailwinds in the Petcare Industry. Founded in 1999, Zooplus has been operating for more than 19 years and is today’s leading online retailer for pet supplies…

Ethical Investing in Focus September saw massive numbers of people turn out both in Australia and globally in the latest round of support of the 16-year-old climate activist Greta Thunberg’s student movement against the Climate Emergency. This was ahead of the UN Climate Change summit in New York on the 23rd of September where Greta,…

27th Sept 2019 - Bevan Graham - Managing Director and Chief Economist Our base case scenario for the New Zealand economy has been a slowdown in growth from the giddy heights of 2016 as capacity constraints emerged, business costs rose and population growth slowed. We had previously expected a temporary blip higher in growth in…

30th Sep 2019 - Kevin Bennett We try to attend at least one global technology conference each year to keep abreast of latest developments, market trends and hot topics. Over the last five years, speakers have focused on many exciting areas with large market growth potential (covering online migration and SaaS business models disrupting the…

30th Sep 2019 - Warren Potter - Senior Portfolio Manager New Zealand “Cash is king”, as the quote goes, refers to the attractive quality of liquidity offered by cash and cash-like securities, especially during periods of volatility in financial markets. AMP Capital’s Cash Fund (and to a lesser extent our fixed interest funds) is a key source…

18th Aug - Mike Taylor, CEO Pie Funds - published on nzherald.co.nz Big things come in small packages. Unfortunately, that includes big risks. A small listed company is a seed of growth or danger and it is often difficult to tell which. Small companies don't always get the attention. But the investors who love them,…

Greg Fleming - Head of Investment Strategy New Zealand There was a rebound in growth asset returns during September, with global equities returning more than 18% year-to-date. October is historically a challenging month for equities, but the fourth quarter may deliver further gains. Geopolitical noise continues with the Trump impeachment plan, BREXIT, Hong Kong, and Persian Gulf…

2nd Oct 2019 - Rebekah Swan - ESG Investment Specialist, NZ / Client Advocate / Head of Product Young people are the future, but have often been excluded from having a say in decisions that will affect them. That is changing as young people have never been more educated or connected on the issues of today. Look…

Explaining current economic weakness in India Indian equity markets have lost 11.3% over the past three months in local currency terms. Add a slight weakening of 1.2% of the Rupee against the AUD and you have a fall of approximately 12.5% for unhedged Australian investors. This has largely been driven but weakening economic growth, which…

Ian Robertson - Senior Analyst - August 30, 2019 With interest rates falling to record lows, Senior Analyst Ian Robertson looks at how this is affecting the economy and he discusses what Milford is doing to position our funds for success in this environment.

Stephanie Perrin - Investment Analyst - September 4, 2019 Investment Analyst Stephanie Perrin discusses how careful and selective investors can still find good opportunities despite negative news headlines.

Mark Riggall – Portfolio Manager – August 29, 2019 With the ongoing trade war now impacting global economic growth, Portfolio Manager Mark Riggall looks at what it means for the local economy and for local investors.