Bond funds likely to deliver out-sized returns: Amova
Financial markets have priced too much inflation risk into longer-term fixed interest yields, according to Fergus McDonald, head of the bond and currency team at Amova Asset Management.
New Zealand 10-year government bonds are currently yielding about 4.75% while the OCR is at 2.25%, a 250 basis point gap, McDonald told an Amova investment conference.
The history of the last 20 years shows when that gaps gets that large, bond yields have fallen, McDonald said.
“We’ve been here before. Markets are anxious and uncertain about outcomes,” and that has led to mispricing ...MORE»
NZX50 slides 4.7% in March qtr on SaaS fears, Middle East conflictTuesday, March 31st, 8:17PM
The benchmark ended March on an upbeat note. MORE» |
Longwave aims to smooth the watersTuesday, March 31st, 6:00AM
For clients approaching retirement, consistent returns become more important than producing the highest possible returns, and so the Longwave Australian Small Companies Fund aims to deliver consistent returns, according to chief investment officer David Wanis. MORE» |
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Moneta: Strengthening KiwiSaver advice with digital tools from OMNIMax
KiwiSaver had always been part of client conversations at Moneta. But as compliance expectations increased and clients began expecting faster, clearer, and more digital experiences, the team saw an opportunity to enhance the way they delivered KiwiSaver advice. MORE »
FMA calls for innovation to drive financial advice uptake
The Financial Markets Authority (FMA) is calling for Financial Advice Providers (FAPs) to innovate to encourage more consumers to use their services to improve their financial wellbeing.
Releasing the findings of its Access to Financial Advice review at the Financial Advice New Zealand (FANZ) Conference in Auckland, FMA chief executive Samantha Barrass said the review revealed a range of structural, cultural and operational barriers across the advice landscape.
One key finding was that that many providers remain uncertain about how to tailor the nature and scope of their advice, she ...MORE»
What KiwiSaver changes do managers agree on?Tuesday, March 24th, 6:09AM 1 comment
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» |
Consilium exits Cambridge Partners shareholdingMonday, March 23rd, 6:00AM
Three years after taking a 35% stake in Christchurch-based Cambridge Partners, Consilium is selling up. MORE» |
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PAA Legacy Trust supports FANZ
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Fisher Funds moves to woo advisers back
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BNZ take mortgage competition up a notch
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FANZ acknowledges top advisers
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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»
