Fund Manager News

23rd Jan 2019 As we move into the New Year, it’s always interesting to reflect on what has just happened in the previous year. Looking back to the past can offer insights into the future, however, it is important that we don’t anchor our expectations of future performance solely on what has just happened. Karl…

13th Feb 2019 Huge news for Pathfinder - we've joined with Alvarium, whose networks and resource will help take Pathfinder, and responsible investing, to the next level in NZ... Exciting times ahead! Read more >

4th Feb 2019 - Bevan Graham, Managing Director and Chief Economist, AMP Capital We expected the Federal Open Market Committee (FOMC) would pause its pattern of quarterly rate hikes at some point this year. While we acknowledged it would come sooner rather than later the question of exactly when was answered unequivocally last week with the…

Andrew Bascand, Simon Momich |Feb 5, 2019 Reshaping financial advice in Australia, an overhaul for financial regulation, however little fresh news for the banks After a year long review the Hayne Royal Commission (RC) into Misconduct in Financial Services has laid out recommendations. This reshaping of the financial services industry has significant implications and received…

6th Feb 2019 - Greg Fleming, Head of Investment Strategy Time to ride the rally? Bearish brain meets bull market One of the most interesting trends of the last decade is the rise of behavioural psychology. Behavioural finance – one of its sub-disciplines – has risen out of the debris of statistical investment modelling, which performed so…

What does the future hold for our capital markets? The New Zealand financial markets regulator (FMA) and the New Zealand Stock Exchange (NZX) have announced that they will be undertaking a review of our Capital markets, called Capital Markets 2029. The review is ambitious and is designed to deliver a 10-year growth agenda and vision for…

Jan 2019 In the Q1 2019 edition of Communique, Russell Investments have covered the following topics: Fixed income: a book with more than one page - Noah Schiltknecht, Director, NZ Institutional To fear or not to fear the yield curve - Paul Eitelman, Senior Investment Strategist, North America The case for emerging markets - Ronal Prasad, Investment Analyst…

Feb 2019 - Greg Fleming (Head of Investment Strategy) World equity markets have staged a significant rebound at the start of the year, following a sharp correction at the close of 2018. Greg talks through the drivers behind this and why this presents an opportunity to re-position our exposure to growth assets. Hear what Greg has…

8th Feb 2019 Key points Share markets rallied at the prospect of the US Federal Reserve pausing interest rate increases and hopes that trade talks between US and China may ultimately reach a positive conclusion US economic data has continued to paint a picture of an economy in good health, while data in Asia and…

January 2019 Ethical Investing in Focus The World Economic Forum Annual Meeting took place this month in Davos and one of the big challenges world leaders discussed was climate change. Big corporates like Procter & Gamble and Unilever joined forces with waste management company TerraCycle to launch Loop, a project that will allow people to…

8th Feb 2019 Introduction We have recently reviewed the strategic asset allocation (SAA) of our Responsible Investment Leaders diversified funds. This was to incorporate recent economic, market and industry developments, and to ensure portfolio returns are maximised for the level of risk taken. The benchmark allocations are formally reviewed every three years. However, enhancements may…

Fund and Market Commentary: December 2018 Calendar Year 2018 was a very difficult year for equity markets around the world with most markets in the red. Earlier this month, we published a detailed research note on what happened in 2018 and our outlook for 2019. For those that missed it, please click here to read…