Fund Manager News

InvestNow News 23rd Sep - Russell - Fact Sheets Aug 2019 Please see the links below for your fund fact sheets for August 2019 Russell Investments Global Fixed Interest Fund Russell Investments Global Shares Fund Russell Investments Hedged Global Shares Russell Investments NZ Fixed Interest Fund Russell Investments NZ Shares Fund Russell Investments Global Opportunities…

5 questions to ask your ethical fund manager - Morphic Asset Management Morphic’s Head of Research James Tayler goes through five important questions you need to ask your ethical fund manager. 1. Is there a responsible investment or and ethical investment policy available in the public domain? That is a document where investors can see…

Chris Waters - Senior Investment Analyst — International Shares - 18 September, 2019 Another day, another Trump tweet. August saw volatility return to financial markets as investors digested the latest trade and economic news (and tweets). Investing is an emotional process and can be most challenging during periods of volatility. We are often our own worst enemies.…

Robbie Urquhart - Senior Portfolio Manager — Australian Shares - 18 September, 2019  A recent addition to our Australian portfolios, PWR’s reputation for excellence and innovation in cooling product technology underpins many years of future profitable growth for the company. Leonardo DiCaprio gave a masterful performance as the eclectic Howard Hughes in the film The Aviator.  The…

Allan Carella - Wealth Management Adviser - 18 September, 2019 Low interest rates have people looking around for alternatives. Property Syndicates have become a popular way to eke out a better return on your money. But there are fish hooks. We explore some of the things you should consider when deciding if a Property Syndicate…

THE GOVERNMENT CUTS CORPORATE TAXES The Government of India cut corporate taxes from 30% (34.3% including surcharge and cess) to 22% (25.2% all inclusive) on Friday 20th of September 2019. This was announced during market hours and saw one of the strongest rallies ever posted, with the Nifty 50 rising 5.3% by the end of…

6th Sept 2019 Key points The US-China trade tensions intensified during August. US tariffs will be applied to all Chinese imports by Christmas at an average rate of 22% (from 14% currently). In response, China imposed tariffs of 5-25% on US$185bn of US imports and suspended purchases of US agricultural products. Global manufacturing data continued…

6th Sept 2019 - Mike Taylor Why are investors flocking to bonds markets to buy assets with negative interest rates? About one quarter of global bonds (US$17 trillion worth) now provide negative returns. "In an uncertain environment people don't want to lose money so they go to bonds as a safe-haven, that's what's driven the…

6th Sept 2019 - Mike Taylor Reporting season has posted strong results August was a strong month of outperformance for our Australasian Funds. The Growth and Growth 2 Funds were up between 5-6%. Considering our high cash levels and the market volatility (the XSOAI index was down -3.85%) this is a great result! The outperformance…

The August update, including a profile of Flughafen Zurich is available here.

Frank Jasper - Chief Investment Officer - 04 September, 2019 There were plenty of things that went bump in the night in August. When that happens deciding whether it is a temporary ill wind or a more serious “Ghostie”, to borrow from the well-known poem, is one of the keys to long-term investment success. I share some…

New Zealand equities fell slightly in August, with the S&P/NZX50 down -0.93% in the month. However, the index has returned +15.50% for the 12 months to the end of August.  The Salt Dividend Appreciation Fund declined by a marginal -0.27% in the month.  The largest contributor by some distance was the Fund’s large overweight in…