Investing education

In 2019 the government formally rebranded the popular KiwiSaver ‘contribution holiday’ as ‘savings suspension’ in an attempt to make the option seem less attractive, and hopefully discourage people from taking up the option of halting their KiwiSaver contributions.   The brand twist did not make an immediate impact: whether they viewed it as getting suspended…

Kiwi consumers have a long history of getting the short end of the stick.   Perhaps it’s our small size, or the fact that we’re tucked away at the bottom of the world, but the general lack of innovation and competition in NZ has struck retail shoppers here with fewer and more expensive options compared to…

When surveyed, both new and current InvestNow customers, told us that our website was the most commonly used website for researching and managing their managed funds investment options.  Whilst we found this to be really encouraging, we also received some clear feedback on how we can improve the customer experience through enhanced content and making…

Stuff happens all the time. Stuff such as the November 2021 float of NZ-founded shoe company, Allbirds, on the US stock market. “Investors in Allbirds could have almost doubled their money,” ran the Stuff headline the following day. The Stuff article quoted then-head of US share-trading outfit, Hatch, Kristen Lunman, talking up the “exciting” Allbirds…

People pretty much have four main options when it comes to investing their money: cash, property, equities, and bonds or debt. Globally, it’s the latter – debt markets – which are the largest and deepest. And, of course, debt comes in a variety of flavours, all backed by different types of security. In New Zealand,…

Short-term interest rates have gone from next to zero to 4% plus in next to no time over the last 18 months. The pace of rate hikes has been the fastest in decades even if the cruising speed remains well below historical highs. From August 2021, for instance, the Reserve Bank of NZ (RBNZ) has…

Like builders who never finish the family home, investment professionals often put their own financial affairs on the backburner while happily completing well-crafted solutions for clients. So what does the inside of a fund manager’s personal portfolio really look like? InvestNow founder, Anthony Edmonds, opens the door on his newly renovated strategy for the big…

ESG – shorthand for environmental, social and governance – has moved from the fringes of the investment universe to its gravitational centre in less than a decade. And the concept that investors should take into account a broader range of non-financial factors when assessing company valuations makes intuitive sense: many fund managers likely already incorporated…

Welcome to the January 2023 Manager Panel! The Manager Panel is where we ask fund managers some questions surrounding a topic. This month we asked Harbour Asset Management and Pathfinder, some questions in relation to the Environmental, Social and Governance (ESG) world of investing. Check out the questions and answers below. Jorge Waayman, Manager ESG…

As 2022 limps to the finish line, investors will be looking forward to better times ahead. But most will inevitably gaze with horror at the scene captured in the rear-view mirror: it is carnage. Following a turbulent 12-month period that saw almost all assets bleed red, the majority of investors are likely nursing double-digit losses…

Welcome to the December 2022 Manager Panel! The Manager Panel is where we ask fund managers some questions surrounding a topic. This month we asked Harbour Asset Management, Mint Asset Management and TAHITO, some questions about their investment outlook for 2023. Check out the questions and answers below. Chris Di Leva, Director, Portfolio Manager, Multi…

Modern platforms, offering instant access to global markets along with a steady stream of new financial products targeting international assets, have kicked the world wide open for Kiwi investors.  And a growing number of New Zealanders are taking advantage of this new-found freedom to load up on the global investment opportunities unfolding before them.  Of…