Fund Manager News

Global Macro Outlook Richard Lawrence, Senior Vice President Portfolio Management, Brandywine Global Richard talks about the key macro themes currently impacting investment markets ... watch the video below.

Global Multi-Asset Fund Update You are invited to take part in a live webinar with Greg Fleming, Head of Investment Strategy and Matthew Hopkins, Senior Portfolio Manager: Tue, Aug 28, 2018 11:00 AM - 11:45 AM NZST Here is what the webinar will cover: "Goals-based investing is an approach which aims to help people meet…

23rd August 2018 Continued growth of responsible investment in New Zealand The Responsible Investment Association Australasia (RIAA) has recently published the fourth annual New Zealand Responsible benchmark report [1]  that shows the size and growth of responsible investing in New Zealand over the 2017 calendar year. Harbour is delighted to have been included for the third consecutive year as one of four domestic asset managers that…

Turkey in the spotlight 14 Aug, 2018, Bevan Graham, Chief Economist - New Zealand "In our blog post of June 13 we argued that, on the whole, emerging markets are in generally better shape to withstand higher US interest and exchange rates than they have been in previous periods of stress. In general, growth across the emerging…

The Annual Report for your investment with Devon Funds for the year ending 31 March 2018 is now available.  You can access and download a copy of the Annual Report here . You can also download a copy of the PDS and Statement of Investment Policies and Objectives (SIPO).

Mint Portfolios Returns & Commentaries - July 2018 Mint's Monthly Fact Sheet / Commentary is available here >

        Harbour Navigator: Regime Change at the RBNZ 14th August 2018 The path of least regret for the RBNZ appears to be letting core inflation rise above 2%. A broad interpretation of the mandate motivates actions to support growth and business confidence. As the new regime beds down there may be more volatility in…

BLOOMBERG - China Environmental Stocks 'Very Interesting' 10 August 2018 Jack Lowenstein, Morphic's Managing Director, talks about the opportunities and the economies of China and India on Bloomberg. Watch the interview here >

2018 OUTLOOK – IS RECESSION AROUND THE CORNER? 13 August 2018 This outlook is part of our latest Half Year report published in July.  "Whilst economic data in the last half was broadly expansionary, clearly equity returns were not as great. For this Outlook section, let’s take a step back and firstly talk about the most…

Global Multi-Asset Fund Update You are invited to take part in a live webinar with Greg Fleming, Head of Investment Strategy and Matthew Hopkins, Senior Portfolio Manager: Tue, Aug 28, 2018 11:00 AM - 11:45 AM NZST Here is what the webinar will cover: "Goals-based investing is an approach which aims to help people meet…

Responsible investing reaches new heights 16 Aug, 2018, Rebekah Swan, Head of Distribution - New Zealand "It’s great to see the responsible investment market going from strength to strength in the fourth annual New Zealand Responsible Investment Benchmark report, released today by the Responsible Investment Association of Australasia (RIAA). I’d like to share some highlights of the…

 NZ labour market and a sneak peek at next week’s MPS 03 Aug, 2018, Bevan Graham, NZ Chief Economist - New Zealand "I was a tad apprehensive about this week’s Household Labour Force Survey (HLFS). Seemingly every day we are hearing about how grumpy the business community is and the implications for hiring and investment. The good…