Fund Manager News

Here is a link to the 2018 annual scheme report for the Nikko AM NZ Investment Scheme.

Once some things are ruled as unlikely, then it should help narrow down by what is left as implying what we think will happen. Discover our scorecard for the first half of 2018 and our anti-forecasts for what we think won’t happen over the next 6 months. Read the full article >

23rd July 2018 The AMP Capital Responsible Investing Update provides quarterly fund commentary and performance for our Responsible Investment Leaders (RIL) Funds. It also provides an update on key responsible investment engagement themes. For the latest insights, read the Responsible Investing Update for the second quarter of 2018.

Morphic Asset Management took at a look at the recent FIFA Football World Cup, to see what lessons that sporting event offered to investors.. See what they found >

Morphic Half Year Report - Jan to Jun 2018 The July 2018 half yearly report reviews what happened in Morphic's stock holdings and the market during the last six months and provides their outlook for the rest of the year. They finish with their “anti-predictions”, these being the things that they think will not happen. The full year report >

In their July newsletter, Fisher Funds cover: Bruce McLachlan, CEO, take a look at debt and interest rates A snapshot of the key factors driving the performance of markets and their funds last month Chief Investment Officer Frank Jasper, takes a look at Australian Company Brambles Senior Investment Analyst Harry Smith, updates of developments in…

23rd July 2018 Bevan Graham, NZ Chief Economist AMP Capital, and Greg Fleming, Head of Investment Strategy AMP Capital, provide their latest economic and strategy views. "A relatively stable global growth outlook belies an underlying divergence in prospects, especially among the key developed economies. Following a period of synchronised upward momentum through 2017, mid-way through…

If some of you were wondering why you’ve been receiving an e-mail suggesting you put your cash to work, here is the explanation. Many customers ask if the Transaction Account is interest bearing, which it is not (refer to the FAQ here).  However, what the FAQ also covers is our commitment to remind you when…

The world, according to Deutsche Bank researchers, remains in a pretty good place. Global growth of 3.9% is expected this year, slightly ahead 2017. This is made up of marginally higher emerging markets growth (5.1% ) and flat developed markets growth (2.3% ). The numbers don't sound especially high,but in apost-GFC world thisisa very solid…

The recent political crisis in Italy has come and gone, but trade wars appear here to stay. U.S. growth leadership will fade in our view as Europe and Japan improve. China is resilient and the U.S. dollar rally is running out of steam. Trade-war tightrope The dual headwinds of Italian political volatility and escalating trade-war…

June 2018 The June fact sheets are now available for Salt Enhanced Property Fund and Salt NZ Dividend Appreciation Fund.

The Elevation Capital Value Fund monthly update for June 2018 is available here. There is also a feature available here on the fund's ownership of APN Outdoor, and a takeover offer for that business.