Fund Manager News

September 2018 The September fund update for the Elevation Capital Value Fund is available here.

September 2018 Factsheets for Salt Dividend Appreciation Fund and Salt Enhanced Property Fund available: Salt Dividend Appreciation Fund Salt Enhanced Property Fund

We are pleased to announce the addition of the new Harbour Real Estate Investment Fund. Launched 1st October, this brings the number of Listed Property funds we offer to 7 in total. About the fund Here is how Harbour describe the fund: "After seeking client feedback, we are delighted to announce the addition of this new, and much-requested,…

Overview As the profit cycle matures, we are increasingly being asked how long-term investors should best position themselves should the economic backdrop and equity markets become more challenging. Key points Markets mark-to-market in the short term and are inefficient in the long run. The impact from the compounding of cash flows outweighs the potential impact…

Investment opportunities in the global market - T. Rowe Price 25 Sep, 2018 We wanted to give you an outline of Scott Berg’s recent address at Harbour’s Investment Seminar series: Still opportunities in global markets Attracted to global technology beyond the FAANGs and emerging market consumer stocks Controversially, Scott talks about his recent observations on Tesla…

Investing in response to climate change 25 Sep, 2018 By Kristen Le Mesurier, Portfolio Manager, Multi Asset GroupSydney, Australia Last week I was part of a panel at the Responsible Investment New Zealand Conference 2018 discussing investor responses to a changing climate. It was great to see this as a topic for discussion. I believe that…

  SKY NEWS BUSINESS - US/China trade war Morphic's Head of Research James Tayler was live on Sky News Business to discuss the US-China trade war and its consequences on markets. Watch the video >

  What batting averages say about funds management Morphic's Joint-CIO Chad Slater was sharing key insights about the funds management industry.  Read the column to learn what critical considerations one needs to bear in mind when selecting a fund manager. The complete column >

AMP CAPITAL SIGNS HISTORIC TOBACCO-FREE PLEDGE 26 September 2018 We’re pleased to let you know that AMP Capital has signed the Tobacco-Free Finance Pledge at the United Nations in New York on Wednesday 26 September 2018. We are one of the founding signatories of this Pledge, which promotes the commitment to cease financial ties to…

September 2018 The hardest part of the cycle The New Zealand economy is in the more challenging phase of the economic cycle. The easier growth that comes as spare capacity is gradually absorbed has turned to the hard grind of capacity constrained growth. Business confidence has continued to slide into darkly depressive territory, though firms’…

Mint hits Billion Dollars and has a fresh new look. A more contemporary look and feel was sought.  It needed to reflect Mint’s brand values and investment approach with the key message that Mint is an investment specialist and investing is its sole focus.  It doesn’t offer other services like advice but prefers to concentrate…

19th September 2018, Bevan Graham, NZ Chief Economist Interest is high in how Italy is going to pull a Budget together by the deadline of September 27th. This worry highlights again a significant structural weakness in the construct of the common currency – the lack of an overarching Eurozone-wide fiscal strategy. Lack of fiscal integration…