Investing education

Image by Shutterstock: 13_phunkod This year has been a challenge for investors as global markets navigate significant world events. What are some of the key things we can learn from 2022? Founder and CEO Mike Taylor explains. Significant global events have meant rocky markets this year, resulting in a bear market. Downturns are never enjoyable…

It was the briefcases. Watching dancers twirling the old-fashioned hard-case executive handbags at the recent World of WearableArts (WOW) show in Wellington transported me to glamorous memories of... tax. Everyone had briefcases then, including the sharebroker (now rebranded as a ‘wealth adviser’) who was explaining how his company - which managed many billions of dollars…

Last week I flew on a plane. At airport security, I took off my belt as per instructions. Pleasingly, my trousers didn't fall down because I've gotten so fat during our long wet winter. I also removed the laptop from my bag before heading through the security gate. An officious airport guard pulled me aside…

Over the last decade or so the concept of ‘ethical’ investing has flooded the mainstream airwaves with even previously amoral financial institutions promoting products branded under various labels such as socially responsible, green finance or the go-to standard, environmental, social and governance (ESG). And the NZ market has more recently caught on to the concept…

Welcome to the August 2022 Manager Panel! The Manager Panel is where we ask fund managers some questions surrounding a topic. This month we asked Ellerston Capital, Pathfinder and Foundation Series which is brought to you by InvestNow, about their approach to ESG factors and their views on how they see ESG factors evolving in…

Whether it’s the All Blacks or Lord of the Rings, Kiwis love seeing NZ represented on the world stage. And whether they’re conscious of it or not, most New Zealanders are just as patriotic about the home country currency, preferring to earn, invest, and generally think of finances in dollar terms. The vast majority of…

Welcome to the July 2022 Manager Panel! The Manager Panel is where we ask fund managers some questions surrounding a topic. This month we asked Macquarie Asset Management about the impact foreign currency can have on investing. Check out the questions and answers below. Michael Gray, Head of Investment Strategy NZ - Macquarie Asset Management…

InvestNow Founder and Managing Director, Anthony Edmonds, explains why do-it-yourself share-trading portfolios could be harmful to the long-term wealth of Kiwis... Holed up at home during a wet Wellington weekend with a decent dose of COVID, I managed to squeeze in an unhealthy amount of reading. Among the stack of digital literature piling up on…

Welcome to the June 2022 Manager Panel! Each month, where relevant, InvestNow will ask some of our fund managers some questions surrounding a topic. This month we asked Vault Digital Funds, TAHITO, QuayStreet Asset Management (QuayStreet) and ANZ Investments, about what they each think are common investing mistakes, what are three investing principles that they…

1. Invest now The best time to start investing is right away; compound returns pile up over time so the sooner the better. But the investment universe is a vast and complex space that requires knowledge, patience and risk management. Starting small, making regular contributions into diversified funds is a great place to start. Investing…

More than two years after the COVID-induced market crash of March 2020 investors are squaring up to some new questions in a different kind of down. The relentless negative trend has seen most share markets falling double-digits below the highs posted at the end of 2021. Despite a healthy little bounce at the end of…

Welcome to the May 2022 Manager Panel! Each month, where relevant, InvestNow will ask some of our fund managers some questions surrounding a topic. This month we asked Macquarie Asset Management, Mint Asset Management and Pie Funds some questions in relation to the Financial Services Council (FSC) 'It Starts With Action' campaign. The campaign aims…