Articles tagged with 'Mint Asset Management'
Thomas steps down at Amplifi
26 May 2025 - Mint Asset Management founder Rebecca Thomas has decided to step back from leading the Amplifi group and hand the reins to Kirsten Boldarin.
Trade Walls, Profit Falls: NZX 50’s Tariff Exposure Unpacked
17 May 2025 - The Trump administration’s tariff strategy is a hot topic in the investment world. At Mint, we’ve had our fair of discussions. To help you make sense of the nonsense, in this article, I provide a framework of tariff exposure for every NZX50 company.
Sheep Sheds and Credit Spreads
15 March 2025 - Mint Asset Management investment analyst Ryan Falls reckons, well his Dad reckoned, he was not got at counting sheep on the family farm. But with hard work and having a good framework things have changed.
Outlook for 2025: How about no landing?
15 January 2025 - For much of the past few years, there has been an ongoing debate about whether the US was going to experience a ‘hard landing’ or a ‘soft landing’. Back in the tail end of 2023, the mainstream view was an eventual ‘hard landing’ – the economy under pressure from elevated levels of inflation would be forced into a recession, borne down by the weight of the rate hikes necessary to curb that inflation.
Power Plays: Navigating New Zealand’s Electricity Market
22 November 2024 - It’s been a charged year for New Zealand’s electricity market, and not just because of the literal power surges. Earlier in the year, a perfect storm of low hydro lake levels, lacklustre wind, and a gas shortage sent electricity prices through the roof. Headlines buzzed with warnings of market dysfunction, with some pointing fingers at a lack of competition and an underinvestment in generation. With wholesale electricity prices and lake levels having returned closer to normal levels, we ask if the headlines are a fair reflection of reality.
A tale of two villages – steady SUM and a RYM reckoning
16 September 2024 - The post-COVID era has been incredibly difficult for many. In the context of NZ equities, perhaps none more so than the retirement village (RV) sector which has been stung by both higher interest rates and a weaker housing market.
Modern slavery engagement to continue despite govt setback
5 August 2024 - Mint Asset Management will continue engaging with companies on their approach to modern slavery even in absence of the legislation.
Are NZ equities a buy?
2 August 2024 - Nothing like price to change sentiment – Helene Meisler
Another lean year for Salt, Mint and NZ Funds Management
12 July 2024 - The year ended March 2024 looks like another lean one for fund managers if the results of three managers lodged with the Companies Office are any guide.
Investing Wisdom: 4 Invaluable lessons from my time in the markets
5 July 2024 - As a seasoned investor and equity analyst, I've learned some invaluable lessons from navigating the ups and downs of the stock market over the years. Here are four lessons I have learnt.
Financial markets: Calm seas never made a skilled a sailor
8 June 2024 - I grew up with a knack for numbers. Through my early years I always found maths something that came naturally to me which in turn sent me off on the path to become a Portfolio Manager, as I am today. This journey was somewhat less traditional than some, but one that provoked an interest in financial markets at each turn.
Don’t let perfect be the enemy of good
3 May 2024 - Living in a sustainable way was a feature of my household long before it became part of the mainstream culture.
Mint engagement backs battle against child porn
25 April 2024 - As part of its engagement programme, Mint Asset Management has been talking to internet service providers about combatting the growing problem of child sexual abuse material (CSAM).
Art of Investing: A journey from shadows to spotlight
5 April 2024 - Imagine a child growing up in communist Poland in the 80s. Picture the grand, yet ultimately hollow, promises of five-year government plans that fizzled out before they could light any real fire under the economy.
Mint spearheads letter to the Government addressing Modern Slavery Legislation
8 March 2024 - Investors, Businesses and Non-Governmental Organisations (NGOs) continue to urge the New Zealand government to create strong modern slavery laws in Aotearoa.
AI: The great acceleration
9 February 2024 - Technology investing has always been a rapidly evolving sector, and 2024 will be no different.
The bird in the hand or two in the bush?
20 January 2024 - August 2021 marked the start of an almost four-month lockdown for Auckland – none of us would wish to return to that challenging period. Except, that is, if you were a domestic investor. From the end of August 2021 to the lows in October 2023, the NZX50 Index fell almost 20%[1].
ChatGPT, the Magnificent Seven, Ozempic, and Higher-for-longer
8 December 2023 - Every year has catch phrases that embed themselves in the market lexicon and feed into the narrative of the day. This year has been no exception.
David Boyle moves on from Mint
13 November 2023 - In changes at Mint David Boyle has resigned and a new head of retail distribution has been added.
Case Study: Comvita – Climate action leaders to watch
3 November 2023 - Volatility in markets has continued to make for challenging times for investors. As an active manager, this gives the investment team at Mint plenty of opportunity to search out some great ideas.
Diversification - Markowitz’s greatest gift
9 October 2023 - It was a sad day for the world of Economics and Finance when it was announced in June that Harry Markowitz had passed.
The AI revolution - what's next for the financial services industry?
11 September 2023 - Artificial intelligence (AI) encapsulates a broad and diverse technology within the financial services industry.
Transitioning an advice business in the 21st century
21 August 2023 - David Boyle looks back over his career in financial services and asks when it's time for an adviser to exit their business how can they do it?
Mint appoints senior investment analyst
14 August 2023 - Mint Asset Management’s Australasian equities team has been boosted by Tom Deacon, who is joining the company as a senior investment analyst.
Mint trims costs but profits still fall; Simplicity, Pathfinder, Salt lift revenue
10 August 2023 - Mint Asset Management's decision to transfer staff to Amplifi Management Services, which now charges Mint management fees, helped it cut costs 14.8% to $5.8 million in the year ended March 31.
The Power of Diversification: Expanding the Investor Toolkit
7 August 2023 - The general investing rule of thumb is that in periods of negative equity market returns, your bond portfolio offers you protection. Not so in 2022.
The Big Squeeze
10 July 2023 - Mint Asset Management gives its forecast for New Zealand's economy.
Annuitas Management Limited makes two key appointments
7 July 2023 - Former Mint CIO and a Kiwi Wealth strategist find new roles.
Are Kiwis recession-ready?
12 June 2023 - The last material recession in New Zealand was in 2008. Interestingly, going by the Reserve Bank of NZ, the average floating mortgage rate back in January 2008 was 10.57% and you could get 8.27%, on average, for a six-month term deposit. We were right in the middle of the global financial crisis (GFC) and the selfie stick was invented.
Valuation methods are in the eye of the beholder
5 May 2023 - Mr Market¹ has been particularly indecisive of late, with price volatility sucking up a lot of investors’ attention.
Cracking the Responsible Investing Code
14 April 2023 - Rachel Tinkler, Head of Responsible Investment at Mint Asset Management talks us through the role and benefits of responsible investment in our business, and how it affects our investors and as an industry.
Invest like a woman
3 March 2023 - Women are driving the economy forward, Fidelity International have revealed that women’s incomes have increased to $24 trillion in 2020, up from $20 trillion in 2018. It is expected that by 2030 there will be more than 100 million women in the workforce globally.
Mint appoints head of distribution
7 February 2023 - Mint Asset Management has appointed a new head of distribution.
From the courtroom to the trading floor
3 February 2023 - A spotlight on Rebecca Thomas, Founder and CEO of Mint Asset Management.
A musical countdown to the number 1 financial impact of 2022
13 January 2023 - A playlist for the summer holidays
How inflation stole Christmas
5 December 2022 - As 2022 draws to a close we look back on the turbulent last 12 months to see how markets are positioned for the year ahead. If we had to sum up 2022 in one word, it would be inflation. So the questions are has inflation peaked? Is it under control? And how will it affect 2023?
Mint Asset Management appoints new role
21 November 2022 - Mint Asset Management appoints Rachel Tinkler as Head of Responsible Investment.
You might have to name your next daughter Mark
4 November 2022 - A survey by Stuff *back in 2019, showed that there were more male CEOs called Mark than female CEOs on NZX.
Modern slavery still a 21st-century reality
10 October 2022 - The term modern slavery is increasingly making an appearance in all walks of life, from journalist headlines, corporate releases, and of course in the investment world. What does it mean and how is it presenting itself in our societies? What does it mean to investors and what are we doing to combat it?
The Value of Financial Advice in a VUCA World
9 September 2022 - I have never been a fan of social media. And yes, I can hear the sniggers from my friends and peers, given I do post a lot of my thoughts and articles on it, and occasionally show my friends what I have been up to.
Mint CIO takes leave
9 August 2022 - Mint's chief investment officer is stepping aside and new appointments have been made.
Inflation really weighs on returns
5 August 2022 - Given the barrage of headlines citing decades of high inflation, investors are asking how best to invest in an inflationary environment? In order to assess the current environment, it’s worth distinguishing nominal versus real rates using some examples close to home for everyone. Before you yawn and click off, here are a couple of interesting stats.
Mint appointed new Independent Director of the Board
22 July 2022 - Tracey Cross has joined the Mint Asset Management Board as an Independent Director and Chair of the Audit, Risk and Compliance Committee.
History may not repeat but it can rhyme
14 July 2022 - At the start of this year, we asked the question “Is the inflation genie out of the bottle”? Looking back over the last six months, the short answer is Yes – or at least central bankers seem to think so. The longer-than-short answer is not for long.
The income equation: why the bond+equity solution still adds up
21 June 2022 - Income-focused investors have had it tough in the post global financial crisis (GFC) era.
How do we improve the retirement gap for women?
5 June 2022 - How wood working lessons helped solve a retirement planning problem.
New head of operations minted
3 June 2022 - Mint Asset Management has appointed a new head of operations.
Mint rolled into new group; former ANZ boss joins the team
11 April 2022 - Mint Asset Management has become part of its new diversified investment and wealth management group Amplifi Group which will be headed by a former ANZ executive.
An active investment managers lockdown tool kit
5 April 2022 - With the days of lockdown hopefully now behind us and the threat of Covid becoming less alarming and disruptive, we thought it would be interesting to write about what the fund management team has taken from the Covid era.
Join the Club – Financial wellbeing for Women
4 March 2022 - 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.
Responsible Investing – not a fleeting fad
5 February 2022 - 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 value for values?
Is the inflation genie out of the bottle?
20 January 2022 - Inflation is back. Mint Asset Management head of investments, Anthony Halls, explains why and what it means for investors.
Classic hits of 2021 revisited (plus all the new releases)
10 December 2021 - 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.
What is really behind Responsible Investing and ESG ratings?
20 November 2021 - Mint portfolio manager David Fyfe explains Mint's approach to responsible investing and ESG.
[The Wrap] Changes in the wind
5 November 2021 - Whether it was planned or an unintended consequence, regulation is forcing change in the financial advice sector. And vertical integration.
Mint Asset Management eyes up the adviser market
2 November 2021 - With a new shareholder Mint Asset Management looks at new products and buying advice firms.
KiwiSaver in colour: why it shouldn’t be the new black
27 October 2021 - Over the 2020/21 financial year, KiwiSaver fired on all cylinders but, according to Mint Asset Management head of sales and marketing David Boyle, focusing just on fees could limit its future performance potential.
How many Kiwis has KiwiSaver Saved?
17 September 2021 - What do we need to do to make our good retirement scheme great? The answer to the headline is obviously none of our feathered friends, but there are plenty...
Why DIY investing and professional advice can see eye-to-eye
20 August 2021 - More than a year on since the first FMA ‘Great Debate’ where active investment scored a surprise win over passive, Mint Asset Management head of sales and marketing, David Boyle, reprises his role as MC in the sequel ‘Advice v DIY’, laying down the debating beat...
Murder House memories: why KiwiSaver investors need to brush-up on good financial habits
22 July 2021 - For many investors who cut their teeth in the 1980s, the crash of 1987 left holes in their wealth and lasting scars. Is there a danger investors today react the same to a similar event? David Boyle drills into the past for lessons on how to avoid the horror...
A good year minted
18 July 2021 - Despite a global pandemic, Mint Asset Management has had a number year, its latest accounts show.
Five new funds for ethical investors
18 June 2021 - Mindful Money, New Zealand's top ethical investment platform, has added five new funds to its stable of investment options.
Saving KiwiSaver: why contributions matter more than fees
14 June 2021 - Fees have been in the spotlight recently but Mint head of sales and marketing, David Boyle, explains why we need to dig deeper to understand what is really stopping KiwiSaver members from saving...
Finalists announced for the first Mindful Money Awards
28 May 2021 - The finalists for the inaugural Mindful Money Awards have been announced and cover a wide range of leading Kiwi companies and individuals keen to make an ethical mark on the world of finance and investment.
TCFD sounds dreary, but it's important. Here's why
7 May 2021 - David Boyle explains why advisers need to learn about the TCFD (Taskforce on Climate-related Financial Disclosures).
Responsible goes retail: why Mint has opened the SRI tin
1 April 2021 - With a three-year track record as a wholesale offer under its belt, the Mint NZ SRI Equity Fund is now opening to the retail market. Mint portfolio manager, David Fyfe, answers all your responsible questions...
Mint NZ SRI fund now accessible to retail clients
26 March 2021 - Mint Asset Management has brought its wholesale New Zealand SRI Equity Fund to the retail market.
Jumping lessons: what all investors can learn from GameStop loss
23 February 2021 - Mint head of sales and marketing, David Boyle, explains why the ongoing GameStop experience holds lessons for new-breed investors and the old-school financial industry on handling the highs and lows of markets. Boyle takes it to the bridge...
Newly Minted analyst joins the ranks
27 January 2021 - Mint Asset Management has appointed a new investment analyst to their team.
On the industry play-list: four chart-topping regulations for 2021
24 January 2021 - Mint Asset Management head of sales and marketing, David Boyle, spins some old regulatory classics and new releases due to set the beat for the financial services industry this year.
Charge of the lite (advice) brigade
4 December 2020 - Average Australians have been the cannon-fodder of advice regulations, pricing most of them out of the market, a new report suggests. Mint Asset Management head of sales and marketing, David Boyle, argues NZ can avoid the Australian carnage by shoring up the defences for ‘light’ advice...
It’s inflation Jim but not as we know it
6 November 2020 - Mint Asset Management’s Head of Investments Anthony Halls takes us down memory lane looking at how inflation has been changing its spots and explains Covid-19 is not the only reason we are in these uncharted interest rate waters.
KiwiSaver supermarkets – real competition for corner dairy schemes
8 October 2020 - With two new platform-based schemes due for launch, David Boyle, Mint Asset Management Head of Sales and Marketing, says KiwiSaver will finally enter the supermarket era – giving members the wider range of choice they deserve.
[GRTV] Boyle on KiwiSaver changes
14 September 2020 - Note to employers – help workers who can’t contribute to KiwiSaver. A third of New Zealanders don’t contribute to KiwiSaver. That’s...
Generating income in a negative rates world
4 September 2020 - The hunt for yield is on again, with a vengeance. But how much risk will investors take to get it, and do they really understand what chasing high yield means for their hard-earned savings? Mint chief executive, Rebecca Thomas, explains why eating some capital return is a better option for income-hungry Kiwi investors.
Mint moves to new digital onboarding platform
31 August 2020 - Mint Asset Management is currently in the process of going live with the digital onboarding and online investment solution, which includes switching clients over to the new and interactive client portal.
Mint strengthens SRI rating with UNPRI
7 August 2020 - Mint is proud to have maintained above market performance during "these unprecedented times", and overall UNPRI rating at A+/A.
What tune will property play post Covid-19 lockdown?
9 July 2020 - Listed property was on song in 2019 before losing its mojo this year as the coronavirus struck. But are the real estate blues simply a crisis-triggered reversion to the mean or is something more fundamental at play? Mint Asset Management senior real estate portfolio manager, Carlie Eve, puts property in its place ...
The risk of finding income in a low-interest-rate world
2 June 2020 - As global interest rates sink to near zero or below, the search for regular income has become increasingly desperate. But, according to Mint Asset Management’s David Boyle, yield-oriented investors must remember that “certainty” can come at a high cost ...
The active passive debate continues ...
1 May 2020 - With active management well ahead on points, says Mint Asset Management.
Fund update and future outlook
11 April 2020 - Mint Asset Management portfolio manager Anthony Halls shares his analysis on the present market effects of Covid-19, an update on its individual funds and a look ahead to a post-virus investment world.
The investment sidecar – why every KiwiSaver member needs one
3 March 2020 - The benefits of an investment sidecar, running alongside KiwiSaver, for a more secure and flexible financial outlook.
Climate change and investment
11 February 2020 - Why carbon emission reporting is important for your client's wallet.
What have eggs, baskets, advice and the 'missing middle' got in common?
13 January 2020 - David Boyle shares why diversified funds should be on your supermarket shopping list.
Has property had its day in the sun?
6 December 2019 - Or does it need some more sunscreen? Property, it’s a New Zealand love affair that has created a lot of wealth over recent years in the residential market for Kiwis but what’s been happening where the big guns play in the listed market. Who better to ask than Mint’s property portfolio manager Carlie Eve.
BNZ Investments mints new independent director
4 December 2019 - BNZ has added another investment expert to the board of BNZ Investment Services Limited.
Responsible investing – why it should matter to you and your clients
8 November 2019 - Interview with portfolio manager David Fyfe – Mint Asset Management
What really makes a diversified income fund run?
1 October 2019 - It's time to take a proper look under the bonnet and find out what makes a diversified income fund run. Who else better to ask than Mint’s diversified income fund mechanic (ok Portfolio Manager) Marek Krzeczkowski to explain the components that impact the running, and ultimately the performance of these types of funds.
Time for changes to KiwiSaver
25 September 2019 - KiwiSaver has done well in its first 12 years, but David Boyle only gives it a score of 6.5 or 7 out of 10. In this interview with Good Returns TV he discusses changes he would like to see.
Strong response expected to KiwiSaver default review: Govt
20 September 2019 - Government officials expected the discussion paper proposing reform of the KiwiSaver default fund arrangement would provoke "full and rigorous debate", a cabinet paper reveals.
Negative bank rates – yeah right!
4 September 2019 - It’s official: the world has gone mad. In Denmark a bank is paying people to take out a home loan with them.
Mint gets responsibility tick
1 August 2019 - Mint Asset Management (Mint)’s focus on responsible investment has earned it the top rating in a global benchmark that recognises strong governance and strategy.
Mint offers new fee option to help advisers
19 June 2019 - Mint Asset Management has started offering a new service to help advisers charge a fee to their clients, but also to provide a way to get advice to people with smaller balances.
[GRTV] Mint's Rebecca Thomas in studio
16 April 2019 - Good Returns TV is back for 2019. In this first episode Mint Asset Management chief executive Rebecca Thomas talks about a new way of remunerating advisers and suggests the FMA should be "bolder" in addressing performance fee issues.
Mint axes performance fees
22 March 2019 - Mint Asset Management is removing its performance fees on retail funds and founder Rebecca Thomas says the Financial Markets Authority should monitor what other managers are charging.
Fund managers: What next for NZX?
30 October 2018 - Fund managers are worried a lack of listings on the NZX may be unsustainable.
Boyle moves back to private sphere
19 June 2018 - David Boyle is leaving his role at the Commission for Financial Capability, to take up a sales and marketing role at Mint Asset Management.
New Zealand values most stretched in world
26 January 2018 - New Zealand equities are the most highly valued in the world on a price-to-earnings basis according to a ranking of MSCI indexes, but local commentators say that’s not necessarily cause for concern.
KiwiSaver 'shouldn't be only scheme with perks'
19 January 2018 - The Government should think about offering other tax-advantaged investment vehicles if it wants to break New Zealanders' focus on residential property, says Rebecca Thomas, chief executive of Mint Asset Management.
Mint gets A+ rating
2 August 2017 - Mint Asset Management has been given an A+ rating from UNPRI for responsible investment governance and strategy. A+ is the highest rating achievable for...
FMA proposal criticised by fund managers
15 June 2017 - Fund managers are worried by Financial Markets Authority-proposed guidance on substantial product holders’ disclosure obligations, which the regulator says are designed to improve transparency and deter inappropriate conduct.
Thomas to step down from FMA
14 March 2016 - The Financial Markets Authority is advertising for new board members.
Mint adds analyst to its team
9 February 2016 - Mint Asset Management has appointed Dave Fyfe to its investment team as an Analyst. Fyfe is a returning New Zealander who has been in the United...
Risks indicators an education tool
18 January 2016 - New risk indicators that will be used to describe managed funds' volatility in disclosure documents should help build investor confidence despite their flaws, industry participants say.
Second independent director Minted
9 July 2015 - Mint Asset Management has appointed a second Independent Director.
Thomas mints mandate with Super Fund
2 July 2015 - Rebecca Thomas's Mint Asset Management has won a mandate with the NZ Super Fund following AMP Capital's decision to outsource its management.
Mint appoints chairman
17 June 2015 - Mint Asset Management has appointed Mark Todd as its chairman.
DIMS shake-up could boost managed funds
2 June 2015 - New Zealand's neglected managed funds could be the beneficiary of a shrinking discretionary investment management (DIMS) market, the chief executive of one Kiwi fund manager says.
AMP move may cause market ripples
13 February 2015 - AMP Capital’s outsourcing of its equity management is being described as bad news for New Zealand investors and markets.
