Fund Manager News

Stephanie Perrin, Investment Analyst - May 21, 2019 Warren Buffett is heralded as the greatest value investor of all time. Investment Analyst Stephanie Perrin looks at why he avoided investing in technology stocks and how this has affected Berkshire Hathaway returns. Tens of thousands of investors recently undertook the annual pilgrimage to Omaha, Nebraska to hear words…

5th June 2019  Portfolio Manager Stephen Johnston discusses the plethora of opportunities available to NZ companies selling goods and services into emerging market countries. Watch the interview below ...

29th May 2019  Portfolio Manager Sam Trethewey discusses the recent buyout of Vodafone NZ and the squeeze on the NZX. Why are NZ companies listing on offshore exchanges? Watch the interview below ...

28th May 2019  Portfolio Manager Mark Riggall discusses the recent Reserve Bank rate cut and what record low interest rates mean for savers. Watch the interview below ...

3rd July 2019 Within Ethical Investing and ESG, Morphic has been a long-time proponent of capitalism as the solution for some of the environmental challenges the world faces. Because capitalism, for all of its faults and flaws, is undoubtedly the most efficient way to solve these problems. Rather than appealing to the good nature of…

5th July 2019 Key points Trade tensions again dominated the headlines during June, while the “truce” reached at G20 summit mitigated some left-tail event fears, there is plenty yet to play out and the outcomes are likely to be non-binary. Trade tensions and a string of softer than expected economic data led global yields lower…

This Responsible Investment Leaders Engagement Report 2019 provides a snapshot of the work the RIL funds have been doing on your behalf to make a difference. We have showcased some of the assets the RIL funds have supported to make the world a better place – our investments in community infrastructure, sustainable forestry, clean tech…

May 21, 2019 In the financial world, a great many asset allocation decisions are made using the Modern Portfolio Theory (MPT), but what about Behavioural Finance? Karl Geal-Otter investigates. As a theory, it attempts to explain how capital markets operate; with a long list of assumptions that don’t always hold true in the real world. Its…

May 6, 2019 When Xero delisted from the NZX, it was truly a sad day for the NZ market. While we have other great success stories such as Ryman Healthcare, and more recently A2 Milk, Xero was a great example of a Kiwi company competing in the technology space and experiencing success on the global stage. In saying…

Shane Solly Jun 27, 2019 Harbour has been a signatory to the UN Principles of Responsible Investing since 2010 and is also a member of the Responsible Investing Association of Australasia. Harbour is adding sustainability as an investment mega trend in our equities process We continue to find integration of ESG factors is a positive…

June 26 2019 In the 2006 film The Devil Wears Prada, Meryl Streep plays a ruthless, cruel and demanding Editor-in-Chief of a high fashion magazine who would only be seen clad in the most-current luxury brands. For the non-fashionistas, Prada is a Milan-based luxury fashion house founded in 1913. Likely reflecting the brand’s popularity in…

The May/June 2019 investor Morphic presentations are available to watch here now.