Investing education

During bouts of market volatility, we often get questions from our clients about what changes we have made to our funds and whether it is a good idea for them to try and time the market. Despite how tempting it can be to sell during periods of uncertainty, making changes in the face of volatility…

The NZ investment world, like the moon, has a permanent dark side. And operating beyond the brightly lit licensed fund hemisphere, wholesale managers have long flourished in the regulatory shadows. The NZ wholesale investment market, though, remains largely an unknown space even to the Financial Markets Authority (FMA), which claims loose governance powers over the…

Passive is the new black. The index-based style has now taken hold in almost all market sectors, wowing investors with its low-cost look and promise of long-term competitive performance relative to its active peers. Yet despite its apparent universal stage-appeal, passive investment is hardly a one-strategy-fits-all model; and active management has not gone out of…

Welcome to the April 2022 Manager Panel! Each month, where relevant, InvestNow will ask some of our fund managers some questions surrounding a topic. This month we asked Castle Point and Salt Funds Management some questions to help you understand them, their investing style and their funds better. Read the questions and their responses below.…

A report on Financial Wellbeing of Women, released in December 2021 by the Financial Services Council (FSC), revealed that perceived confidence, preparation and investment literacy among Women when it comes to their finances is low. Despite the fact that research shows that Women are engaged with budgeting, saving and investing. The key findings of the…

“Time is what keeps everything from happening at once.”  If the famous saying – often (wrongly) attributed to either of the default quote guys, Albert Einstein and Mark Twain – is right then the events of the last couple of years might suggest the world is running out of time.  Everything is happening at once:…

Over the last couple of years retail investors across the world have herded into online share-trading platforms at an astonishing rate. In a new report on sector, the International Organization of Securities Commissions (IOSCO) notes: “Retail trading historically comprised, on average, roughly 10% of all U.S. equities trading volume (prior to the COVID-19 pandemic). That…

Welcome to the March 2022 Manager Panel! Each month, where relevant, InvestNow will ask some of our fund managers some questions surrounding a topic. This month we asked Milford, Smartshares, Harbour Asset Management and Fisher Funds, some questions in regards to current market volatility and future market predictions. Read their responses to the questions below.…

Everything is up. After a decade when monetary authorities were more concerned about deflation rather than out-of-control rising prices, official inflation gauges have risen to levels not seen since the 1980s. In the US, for example, the most-cited annual inflation measure hit 7.5% this January compared to 1.7% just 12 months previously. Reserve Bank of…

Welcome to the February 2022 Manager Panel! Each month, where relevant, InvestNow will ask some of our fund managers some questions about a topic. We’ve asked Mark Donnell (Lighthouse Funds) and Greg Smith (Devon Funds) for their views on what investors should do, if anything, in response to this inflationary period. Mark Donnell - Lighthouse…

When Mint began our journey on including ESG (Environmental, Social and Governance) factors into our process many years ago, a common question was often “Why would you, surely you are just reducing your investible universe and hence lowering performance?” As with any change from tradition, some probing questions should be asked, are we giving up…

Mint Asset Management’s Head of Sales and Marketing, David Boyle, looks back on his hit-picks for the industry in 2021... and forward to another compliant year. Someone a lot smarter than me once advised me: “Boyle sometimes you need to look back to go forward.” And while I have been in a rush to say…