Fund Manager News

Rebekah Swan - Head of DistributionNew Zealand | Jan 27, 2019 In my post last year I introduced the topic of the United Nations 17 Sustainable Development Goals (SDGs). These goals are a call for action by all countries to promote prosperity while protecting the planet. They recognise that ending poverty must go hand-in-hand with strategies…

Andrew Bascand, Shane Solly | Posted on Jan 28, 2019 One of the driving factors behind the global financial crisis (GFC) was high levels of company debt. High leverage and lower earnings coverage of interest costs heightened risk in the US equity market. Recently published research by a global investment bank[*]  suggests that US company…

Market Overview, a quarterly commentary on market events from Q4 2018. Key highlights from the quarter were: Global share markets fell sharply in the December quarter. With US, UK and Europe all weaker. NZ share market followed its global counterparts performing lower over the period. Global bonds made good gains  as investors favoured the defensive nature…

January 2019 Morphic's Joint CIO Chad Slater gives an overview of what happened during the last quarter of 2018 and explains how the Morphic funds are positioned for 2019. Watch the video here >

30 January 2019 To look forward to this half, we need to look backwards. Annie Duke’s “Thinking in Bets”[1] is one of the best books of 2018. Annie was a psychology student who went on to become a world series poker champion and this is her book on how poker can help improve decision making…

January 2019 Executive Summary History will likely show that 2018 was the peak for GDP growth in the current economic cycle. While growth is expected to be softer in 2019, we don’t anticipate a significant slowdown and expect all major developed economies will still be growing ahead of their respective trend rates. Growth was strong…

Simon Pannett | Feb 1, 2019 Changes to banking rules are set to have a meaningful impact on New Zealand’s fixed interest market in 2019: A proposed rule forcing banks to hold more equity capital will make the banking sector more stable, however, it will come with a raft of second-round impacts. Chief among those…

"Voters are angry but they don't want their savings in monopoly money" Marko Papic, Chief Strategist at BCA on why countries will retain the Euro as their currency despite rising nationalism (supplied by FNZ) Market turmoil: Market moves (both up and down) have been extreme in recent months. In the US, the S&P500 hit an…

In this month's Fact Sheet, we cover the following: The India Avenue Equity Fund has delivered 11.34% p.a. over the last 2 years Whilst the fund outperformed the benchmark in 2016 and 2017, 2018 was a very challenging year. We provide details on why this happened and why we are still very confident on outperforming the market in…

16th Jan, 2019 - Ashley Gardyne Senior Portfolio Manager — International Shares Scooting can be serious business! Ashley Gardyne was on the ground in China to scope investment opportunities and saw first hand how scooter delivery services are impacting both traditional retailers and e-commerce giants. Read on >

16th Jan, 2019 - Ashley Gardyne Senior Portfolio Manager — International Shares Tech giant apple once seemed unbeatable, so what is really behind its latest share price tumble? Delving into the story behind the Apple fall highlights some trends in consumer electronics sector that are relevant for investors. More here >

Whether you’re a portfolio manager or a first-time KiwiSaver member, we all face similar challenges when deciding what to invest in, how much risk to take or how to respond to volatile markets. Frank Jasper shares three of his top tips. Watch Frank talk you through his tips >