SpaceX - The IPO That Rewrote the Rulebook
SpaceX is targeting a $1.8 trillion valuation in what would be the largest IPO in history, and the sheer scale of the listing may reshape how major stock indices work.
Index providers including Nasdaq, FTSE Russell, but not S&P have rewritten their inclusion rules specifically to accommodate SpaceX, forcing many passive funds to buy the stock almost immediately after listing.
With only around 5% of shares available to the public, a wave of forced buying from trillions of dollars of index-tracking capital will chase a scarce float, with consequences...MORE»
Sponsored Content
Shaping the Future of Financial Advice: An Interview on OMNIMax’s Investment Adviser Tool
Financial advisers need to deliver clear, and client-friendly advice. OMNIMax has developed Investment Adviser Tool to make that process more efficient while improving the client experience. MORE »
New Zealand Equity Monthly October 2024
Start of rate-cutting cycle provides promising signs for New Zealand equities MORE »
Active or Passive? How about the best of both worlds
Passive investing revolutionised the investment management industry, which up until its advent, had been dominated by active fund managers who would generally employ market timing or security selection strategies aimed at outperforming the ‘market’. MORE »
What moving to New Zealand taught me about KiwiSaverMonday, May 18th, 12:27PM
Mint Asset Management equity analyst Gonzalo Hernandez compares his Australian super experiences with KiwiSaver. MORE» |
Staying the Course: The Global Rebound in April (and well into May) is a Timely Reminder for InvestorsMonday, May 18th, 7:02AM
The past six weeks have delivered a powerful message for investors: staying the course works. MORE» |
|
Macro Shocks and Micro RisksWednesday, May 13th, 9:14AM
Devon Funds Portfolio Manager Josh Wilson explains how macro shocks, like the Iran war, can impact on Australian and New Zealand companies. MORE» |
SaaSacre – Generational buying opportunity or Great Value Destroyer?Wednesday, April 29th, 4:28PM
Octagon Asset Management Equity Analyst James Cameron asks whether AI will kill SaaS companies or will some prosper? MORE» |
|
Sponsored by: |
|
New fund tool to compare KiwiSaver returns, connect advisers
A new fund finder tool is designed to offer a more user-friendly way for people to compare their KiwiSaver options. MORE»
KiwiSaver balances lift but some members left behind
New data from the Retirement Commission shows balances have increased year-on-year, but some people are still being left behind. MORE»
Call for change in way New Zealanders shown their retirement savings future
New Zealanders may be underestimating how much they need to save for retirement – and calculators that tell different stories aren’t helping, one consultant says. MORE»
KiwiSaver value for money not set and forget
Financial advisers need to remember that value-for-money is an ongoing expectation in KiwiSaver, one financial advice technology specialist says, not something that can be dealt with once and ticked off. MORE»
FMA takes pulse of KiwiSaver private assets
KiwiSaver managers are likely to expand their allocation to private assets in the coming years, the Financial Markets Authority says, but one investment adviser says there should be more demand for it than there is. MORE»
Industry wary of KiwiSaver changes
KiwiSaver providers are cautiously supportive of changes to make it easier for farmers to buy homes – but would prefer the tinkering with the system stopped. MORE»
What KiwiSaver changes do managers agree on?
Prime Minister Christopher Luxon told the recent FSC Outlook come to us with your five best ideas and let's see what we can do. So Good Returns asked some fund managers for their top five KiwiSaver change ideas. MORE»
Political parties given outline of KiwiSaver 2.0
Director and investor Fraser Whineray has delivered his plan for “KiwiSaver 2.0” to political parties this week. MORE»








