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Investment News

SaaSacre – Generational buying opportunity or Great Value Destroyer?

Octagon Asset Management Equity Analyst James Cameron asks whether AI will kill SaaS companies or will some prosper?

Wednesday, April 29th, 4:28PM

By James Cameron

Since the start of the year, the US software complex has de-rated sharply. The S&P North American technology software proxy (IGV) was down roughly 25% at the February lows before rebounding, but the broader message has been clear: selling has been broad-based across Software as a Service. Software as a Service (Saas) is the licensing of software over the internet...MORE»

Markets intepret OCR review to be on the hawkish side

Wednesday, April 8th, 6:50PM

Financial markets have interpreted the Reserve Bank’s official cash rate (OCR) decision as somewhat more hawkish than expected, pushing the Kiwi dollar higher while wholesale interest rates also rose.

MORE»

Markets, oil and geopolitics: keeping perspective during the Iran conflict

Wednesday, March 18th, 1:07AM

Generate Investment Specialist puts all current market volatility into perspective for investors.

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Investment Roundup: Which Asset Classes Have Been Topping the Table?

Monday, March 16th, 5:38PM

A look across the Mercer Periodic Table of investment returns, from global equities and bonds to commodities, property and cash.

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What did reporting season teach us about software and AI?

Monday, March 16th, 10:54AM

Can software businesses survive the threat of AI and perhaps even benefit from it? That is the central question facing equity investors in the sector today, and one that the February reporting season began to meaningfully answer.

MORE»

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KiwiSaver Sponsored by: 

KiwiSaver value for money not set and forget

Tuesday, April 28th, 8:23AM  1 comment

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

Thursday, April 16th, 4:33AM

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

Thursday, April 9th, 9:16AM

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?

Tuesday, March 24th, 6:09AM  3 comments

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

Wednesday, March 18th, 6:02AM  1 comment

Director and investor Fraser Whineray has delivered his plan for “KiwiSaver 2.0” to political parties this week. MORE»

Advising on KiwiSaver can create "a moat" for adviser's businesses: Generate

Monday, March 9th, 8:56AM

Generate says providing advice on KiwiSaver can help create “a moat” around an adviser’s business. MORE»

Industry wary of KiwiSaver changes

Wednesday, March 4th, 6:05AM

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»

Debtfix takes hardship off providers’ hands

Thursday, February 26th, 6:13AM

Debt solution charity Debtfix is working with a growing number of KiwiSaver providers, to help them handle their financial hardship withdrawal workload. MORE»

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