Fund Manager News

The Power of Collaboration As professional investors our objective is to achieve the best risk adjusted returns for our clients. This objective is clear and enduring but the framework that we operate in is constantly evolving. The rules and regulations around investing are dynamic as are the economies and companies that we consider for investment.…

AMP Capital’s Investment Strategy team provide you with a monthly rundown of what's been happening in global economies and markets, and what to watch in the months ahead. Hosted this month by Greg Fleming, Head of Investment Strategy. Greg talks through the broadly positive returns for NZ and global equity markets, and the recent performance…

7th August 2018 In recent months, we have highlighted how the New Zealand economy and markets seem at a crossroads, with a moderation in domestic economic activity whilst cost pressures appear to be rising. With further evidence of this scenario playing out in July, we look into the implications for the rates market through monetary…

Legg Mason have published their Brandywine Global Fixed Income Commentary for the June quarter 2018. Read the full report here >

Here is the July fund update for the Elevation Capital Value Fund.

Welcome to the Winter 2018 edition of AMP Capital's taking stock. Featured in this issue are: Lead story: Why multi-manager investing? Heads I win, tails you lose: How e-commerce is shaping global real estate How managing the wrong risks may make clients poorer in retirement Investment corner: Debunking 3 myths around global listed infrastructure Product spotlight:…

June 2018 Russell have published their latest edition of Market Overview, a quarterly commentary on market events from Q2 2018. Key highlights from the quarter were: NZ equities jumped 7.7%, due, in part, to the reallocation by global investors to New Zealand after its weight in global equity indices increased. Global equities (hedged), rose 3.1%…

9th August 2018 Mint Asset Management have published their Annual Report Advice. A full copy is available here >

Portfolio review The Fund rose 0.7% in July, trailing global markets for the month (2.4%). Global markets rallied +2.9% in USD terms, with a small rise in the Australian dollar providing the difference. Headlines on the trade war between the U.S. and China continued to drive markets. Equities initially rallied on news that both countries…

24th July 2018 A muted global market reaction so far? With no further escalation, the implications for New Zealand from the current US-China tariff war are likely to be limited. Any escalation, however, will have a significant impact on global growth, company earnings, the stock market and the general appetite for risk. Already, some sectors…

In July Morphic Asset Management presented to investors across Australia on Ethical investing.  Here you can view a video of the presentation plus access a copy of the slides they presented. Watch the video > Slides from the presentation >

1st August 2018 Economic activity is moderating Early signs of inflation rising from low base But RBNZ likely on hold for a considerable time A key theme for the New Zealand economy in 2018 has been the potential crossroads facing the economic outlook. For the past 5 years, we have seen strong economic activity and…