Fund Manager News

Frank Jasper - Chief Investment Officer, 06 March, 2019 In February the much awaited recommendation on capital gains tax was released by the Tax Working Group. Many of you have been asking for our thoughts on this and what this might mean for your investments. I’d encourage you to remember that at this stage this is merely…

25 Feb, 2019 Read the memo below for details with regards to changes to the benchmarks of the NZ Bond and NZ Corporate Bond funds and additional SRI criteria that is being applied to the Global Shares funds. Full details here >

25 Feb, 2019 - CNBC Markets Morphic's Head of Macro and Risk Geoff Wood discusses the upcoming summit of the two leaders and the ongoing U.S.-China trade tensions. Watch the video

26 Feb, 2019 Here are three important questions Chad Slater answers to help you better understand the world of behavioural finance and how investors can utilise its lessons: What’s the most powerful lesson to take from the study of behavioural economics, and how can everyday investors apply it to their processes? How does morphic use…

27 Feb, 2019 "Our experts share their thoughts on the key economic and investment themes that will shape the year ahead, as well as what’s on the minds of clients we engaged with on our Investment Outlook 2019 roadshow". Watch now >

Patrick Bradley, Senior Vice President Investment Research, Brandywine Global, Feb 2019 Environmental, Social, and Governance (ESG) factors have increasingly become a part of investment research efforts, whether the focus is equities, corporate bonds or sovereign bonds. Investor interest continues to grow as well. ESG’s impact on investments is gaining traction. The information void continues to…

Andrew Bascand | Mar 1, 2019 A material lift in bank capital is on the cards. If implemented it is likely to result in a combination of higher lending rates, lower deposit rates and potentially lower returns on equity. The landscape of lending markets is also likely to change, with Australian banks becoming more discerning…

Feb 2019 Please see the links below for your fund fact sheets for January 2019: RIML Global Bond Fund Russell Investments Global Opportunities Fund Russell Investments Global Opportunities Fund $NZ hedged 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…

Jan 2019 Market Commentary Markets are fickle things, just last month we were observing the strong forces of sentiment which can have a material impact on how securities are priced and traded on any given day, and that during the latter part of 2018 a combination of fundamental factors and market sentiment had led to…

Jan 2019 "The darkest hour is just before the dawn" Attributed to Thomas Fuller back in 1650 - an English theologian and historian. While this is well understood metaphorically, there's a lot of (largely pointless) argument around whether it is literally true that the darkest hour is in fact just before dawn. For investors December…

18 Feb 2019 Many investors who consider ESG issues are increasingly looking for data providers to give stocks a rating as a quick fix to make their portfolio ESG compliant. Could it be that easy? Not everything that counts can be counted, and not everything that can be counted counts. Attributed to Albert Einstein Humans…

Feb 2019 The latest thought piece from Francis Scotland, Director of Macro Research at Brandywine Global. Francis highlights the recent change in rhetoric from the Fed and what this may mean for future policy decisions in the US and also highlights the change in direction of Chinese policy after the slowdown in 2018. US monetary…