Fund Manager News

Investor Roadshow - Sydney, 22nd November 2018 The the video of Morphic's Sydney investor roadshow, including slides from the investor presentation, is available here.

Bevan Graham - NZ Chief Economist New Zealand In 2015, as it started its rate hiking cycle, we observed the US Federal Reserve (the Fed) was embarking on a ‘voyage of discovery’. Many of the questions we previously thought we knew the answer to were suddenly a lot more uncertain in the post-Global Financial Crisis world. As…

Rebekah Swan - Head of Distribution New Zealand In 2015, more than 190 world leaders agreed to 17 Sustainable Development Goals (SDGs) for a better world by 2030. The United Nations 2030 Agenda for Sustainable Development and the 17 SDGs are a universal call to action to end poverty, fight inequality and injustice, and protect our planet.…

  Market Turmoil: why did it happen and what’s next? By Frank Jasper, Chief Investment Officer, 09 November, 2018 Expert & Indepth October was a volatile month for global share markets. While falling prices were the dominant theme, there were also days where prices rose dramatically. Volatility like this is confusing and can be downright scary…

We are really pleased to announce the addition of SBS Bank Term Investments to InvestNow. Firmly aligned to our strategy of empowering Kiwi investors to manage their investments in one place and with the least amount of hassle, our Term Deposit offering is a natural complement for managed funds. Shaun Drylie, SBS chief executive officer,…

We are pleased to announce the addition of India Avenue Investment Management to InvestNow! BACKGROUND AND CONTEXT Here is what Mugunthan Siva, Managing Director India Avenue has to say about India Avenue, the Fund and India: " ... our five founders have over 100 years investment and operations experience in Indian capital markets.  The two…

October 2018 Market Update "The era of engagement is over. The world's two superpowers have become rivals" - Donald Tusk, President of the European Council Until now the USapproach to China has been based on engagement - believing that integrating China into world trade and international bodies would make it wealthier, as well as more liberal…

Chad Slater - Joint chief investment officer of Morphic Asset Management. Adam Smith would want higher power prices When it comes to limiting global warming, this week's blog is a reminder that government intervention isn’t at odds with the principles of free markets theorised by some of the most famous economists ... Read Chad's full…

Greg Fleming - Head of Investment Strategy New Zealand As we have highlighted was likely through this year, the fourth quarter is proving to be the most difficult period in terms of achieving sustained positive asset returns globally. Having shown uncertain direction, but at least managing a start-stop recovery rally from the February correction until late September,…

31st October 2018 - Market Commentary With the significant pull back in equity markets during October, all the diversified funds lost value over the month.  As designed, the funds with a higher allocation to the more defensive sectors (cash and bonds) were more insulated from these losses than the higher return seeking funds ... Read the…

15th November 2018 The Third Scenario: the end of Goldilocks While the RBNZ expects to keep the OCR on hold through 2019 and into 2020, in their past two Monetary Policy Statements they have outlined two alternative scenarios: one with stronger inflation pressures; and another with softer economic growth. In our view, the market is…

15th November 2018, Rebekah Swan - Head of Distribution We have recently conducted a manager review of our AMP Capital Responsible Investment Leaders (RIL) NZ Shares Fund, which is managed in accordance with the AMP Capital Responsible Investment Charter. The manager review focused on the integration of environmental, social and governance (ESG) factors into the…