Fund Manager News

In their latest AFR opinion piece, India Avenue highlights Narendra Modi's emphatic victory in India's national election. “… Modi's 2nd term in power clearly shows that the people of India continue to back his pro growth agenda, despite some road bumps in the previous 5 years. With a mandate now to accelerate reforms, we feel…

You are invited to join Bevan Graham, AMP Capital’s Managing Director NZ & Chief Economist, on Friday 31 May for a post-Budget webinar, starting at 10.30 am. Bevan will discuss the Budget from an economic and fiscal point of view, and analyse the implications for investors. It is also the first ‘wellbeing Budget’ so will…

April 2019 Market Commentary Conventional wisdom a year ago, was for rising rates. Now expectations appear to have flipped, with a key driver of markets in 2019 being a move lower in interest rates. This has seen buying demand for risk assets, particularly "bond proxy" equities, as investors hunt for income in a low interest…

April 2019 Welcome to the Environmental, Social and Governance (ESG) Wrap, where our team shares the latest ESG issues and their implications for investors. Gender diversity features as a theme in this edition, which is timely given the recent release of The Global Gender Gap Report 2018. The report’s findings show there is still a 32.0%…

May 10 20 Russell Investments published a rapid-response Market Week in Review blog post on the escalation in the U.S.-China trade war and the potential market and economic impacts. Key highlights CEO confidence levels are susceptible to drop as business leaders mull changes to how business is done in the U.S. and globally, in light…

April 2019 The full fund update for April 2019 is available here.

April 2019 Fact sheets for April are available here: Salt Enhanced Property Fund Factsheet - 30 04 19 Salt NZ Dividend Appreciation Fund Factsheet - 30 04 19

Celebrating New Zealand Shares! On the 23rd of April, the NZ share market index (S&P/NZX50) broke through the 10,000 level for the first time in its history. But a quick look back through the major headlines around that day suggest we were more focussed on weather forecasts for the upcoming holiday period. To us it’s…

May 2016 An interview with Jacob Mitchell, CIO of Antipodes Partners Limited. The interview discusses the investment strategy, philosophy and key facts behind Antipodes Global Fund. This is a few years old, but nonetheless still worth a watch if you want to learn more about the Antipodes Global Fund. Meet Jacob here >

7th May 2019 - Market Watch, with Greg Fleming (Head of Investment Strategy): Greg rounds up what was a good month for asset returns, particularly across growth asset classes. He also looks ahead at potential rate cuts here and across the Tasman and the direction of both currencies, as well as previewing the upcoming Federal…

8th May 2019 Key points Global share markets continued their rally in April, reflecting stronger global economic data and US corporate earnings Global economic data picked up in April, led by China and the US, while Europe showed signs of improvement, albeit off a low base US earnings season quashed fears of an earnings recession.…

31st March 2019 - Engagement update Australia’s Modern Slavery Act passed into law in 2018, requiring Australian companies to start examining the human impacts of their supply chains. RIL managers have been talking to companies as they work through the implications for their business. Our managers have been asking companies to detect and address modern slavery…