Risks reduced but not removed
The Harbour team examine market movements in the past month, and what they are watching going forward.
Key developments
Global equities outperformed bonds in October as trade risks abated, US earnings impressed and central bank easing supported sentiment. At the time of writing, 78% of S&P 500 companies had beaten Q3 earnings expectations and no sector had less than 58% of companies beating analyst earnings estimates.
The MSCI All Country World...MORE»
Responsible investing – why it should matter to you and your clientsFriday, November 8th, 7:00AM
Interview with portfolio manager David Fyfe – Mint Asset Management MORE» |
Should Meridian call Rio’s bluff?Tuesday, October 29th, 7:00AM
Rio Tinto has a caused a stir among electricity gentailers this week. What it might mean for Meridian going forward. MORE» |
|
Kiwis at risk of losing in passive investing “bubble”Friday, October 25th, 10:01AM
[WHITE PAPER INCLUDED] Global turbulence and increasing flows into passive investment funds supports “mega cap” stocks and amplifies the risk of passive investments, Kiwi Invest warns. MORE» |
Could this be the next big tech innovation?Wednesday, October 23rd, 8:00AM
Capital Group portfolio manager and resident big thinker, Alan Wilson, shares with political economist Matt Miller areas of innovation with investment potential he sees on the horizon. MORE» |
|
Sponsored by: |
|
General Finance seeing strong interest from UDC investors
The short term fixed interest market has been dominated by ANZ owned UDC over recent years. MORE»
Finance boost for UDC buyer
TIP Trailer Services, a subsidiary of HNA Group leading the purchase of UDC from ANZ, has secured new financing arrangements to a total of $2.7 billion for UDC which will be effective when the sale is complete. MORE»
UDC vote approves trust deed change
UDC Finance debenture holders have voted to pass a special resolution to change the company's trust deed, clearing the way for sale. MORE»
UDC: On track for sale
UDC Finance says its half-year profit of $30.2 million positions it well for new ownership. MORE»
FMT ticks over $500m in investments
While banks clamp down on lending and restrictions tighten for investors, one non-bank lender has more money to offer than ever. MORE»
Shareholders chip in
Kiwibank has had to go to its new shareholders for more money. MORE»
UDC gets downgraded on sale news
UDC has had its credit rating down-graded following ANZ's announcement it plans to sell the business to a private Chinese conglomerate, and questions are raised about the future of the finance company. MORE»
ANZ sells UDC Finance
ANZ Bank New Zealand has agreed to sell its asset finance business, UDC Finance, for $660 million to HNA Group. MORE»
|
Sponsored by: |
|
Life stages research shows big differences in outcomes
Lifestages funds are a better option for savers than default KiwiSaver funds, but they’re not all created equal, new research from MyFiduciary suggests. MORE»
Mirror, mirror on the wall, who has the best lifecycle of them all?
A recent NZ Funds-commissioned survey by MyFiduciary gives interesting insights into the KiwiSaver life-stages options available. MORE»
Investors prepared to switch for ethical funds, report shows
More than 80% of New Zealanders expect their KiwiSaver and other investments to be invested responsibly and ethically, new research by the Responsible Investment Association of Australasia and Mindful Money has shown. MORE»
Increase Govt KiwiSaver contribution: Commission
Almost quadrupling the value of the Government's member tax credit for KiwiSaver members might get more self-employed people contributing, the Retirement Commissioner says. MORE»
FMA: Time to show what KiwiSaver members get for fees
KiwiSaver providers can expect pressure to show what value they're giving members, after an analysis prepared for the Financial Markets Authority showed they charge higher fees than comparable British funds. MORE»
KiwiSaver’s dark web
Some KiwiSaver funds could be less liquid than they claim. MORE»
FSC KiwiSaver overhaul: Boost access to advice
Financial advice could be provided free or at a discount to SuperGold cardholders, or be made tax-deductible, the Financial Services Council has suggested among its package of recommendations to overhaul KiwiSaver. MORE»
Which KiwiSaver funds will weather the currency war?
It’s important to understand how different KiwiSaver Schemes manage foreign currency within their international share exposure. Michael Lang explains. MORE»
