Fund Manager News

At Antipodes, we believe the biggest risk to your clients' portfolios is overexposure to expensive growth. When considering this risk, most will immediately think about exposure to growth-style funds, but overexposure can materialise in ways you may not fully appreciate. Consider the passive index. Given software and internet alone have grown to account for 10%…

29th Aug - Diana Mousina - Economist - Investment Strategy & Dynamic Markets Sydney Australia In this economic update Diana Mousina, Senior Economist, AMP Capital Australia, takes a look at the outlook for the Eurozone and ECB, including political risks, manufacturing slump and negative interest rates. The weakness in the Eurozone economy in the second half of 2018 was…

The fact sheets for the Russell Investment funds are available below: Russell Investments Global Fixed Interest Fund Russell Investments Global Shares Fund Russell Investments Hedged Global Shares Fund Russell Investments NZ Fixed Interest Fund Russell Investments NZ Shares Fund Russell Investments Global Opportunities Fund Russell Investments Global Opportunities Fund $NZ hedged Russell Investments NZ Fixed…

14th August 2019 It’s been four months since we wrote in this commentary that the market was undecided between whether recent market rallies were pointing towards an impending correction (a euphemistic term used to describe a sudden drop in prices), or the foundations for further expansion. The ongoing strong returns investors have enjoyed in the…

19th August 2019 In Los Angeles for the first time in four years, Jack Lowenstein was stunned by the widespread use of the Juul electronic cigarette. What happens when a massive old no-growth cash cow company meets a bustling start-up “disrupting” its core business? The following involves two US companies we can never own because…

Bevan Graham - Managing Director and Chief Economist, AMP Capital New Zealand The recent inversion of the US yield curve has generated renewed angst about the health of the US economy. Our view on this is unchanged from the comments we provided in the July edition of Quarterly Strategic Outlook; quantitative easing has collapsed the term…

Inversion Irrelevance - Harbour Asset Management The US yield curve briefly inverted last week, sparking predictions of recession Whilst US activity is slowing, the prospect of recession is not borne out by the data The NZ yield curve is not inverted, and inversion has not been a useful predictor of recession NZ economic indicators are…

How a mega-trend and a moat leads to a valuable fixed income investment - Fisher Funds What makes a good fixed income investment? Well, it’s actually not too complicated. When we lend your money, we have two goals – its eventual safe return and earning an attractive return from it. The former though is by…

Find out how global shares can be rewarding and reduce risk - Fisher Funds Kiwis love to travel. Extending the same adventurous spirit to your investment portfolio can be rewarding and reduce risk. Having grown up in small town New Zealand I always wanted to travel. See the world, explore big cities, see the bright…

How much could your money have grown? Bruce McLachlan - Chief Executive Officer - 22 August, 2019 Happy 21st You can hear their advocates yelling from the rooftops, and from every podium they can access. The global trend in funds management is overwhelmingly towards low-cost passive funds. There is a school of thought (often communicated more like…

5th August 2019 Global consumer and business confidence have diverged—a trend that started in 2018, but is otherwise pretty rare, only occurring two other times over the last 30+ years. These two sentiment factors previously diverged in the periods after the East Asian and European sovereign debt but as the chart below shows, these divergences…

Rebekah Swan - ESG Investment Specialist, NZ / Client Advocate / Head of Product One of the challenges of responsible investing is measuring the impact that investments are actually making on society and on the environment. Signing up to the Principles of Responsible Investment (PRI) is one way a manager can how show commitment to investing…