Articles tagged with 'Octagon Asset Management'
Should you care about Aged Care?
3 December 2025 - It’s never easy to pick turning points for a particular company or the economy. But therein lies the opportunity. After a bruising few years, is now a good time to revisit the investment case for New Zealand’s listed aged-care operators?
Briscoes goes into the NZX50
27 August 2025 - What its recent surge says about the investing landscape in New Zealand
Why the Market Reacts the Wrong Way to Good or Bad News
23 July 2025 - On the Random Walk Down Wall Street equity markets won't always behave exactly how you’d expect.
Fin Ed is Good Ed
19 June 2025 - For most Kiwis growing up in New Zealand financial education was a hands-on experience. We’d earn $1 from weekly chores, deposit 50 cents into our Post Office savings account, and spend the rest at the tuck shop—back when 50 cents could buy heaps and even leave you with change.
Sky TV's Rights Negotiation goes into Extra Time
28 April 2025 - Price increases are never welcome but sometimes, on rare occasions, we can soften that blow by offsetting ourselves in the market. For instance, accepting a 12-14% insurance premium increase from your insurer Tower is a lot easier to digest when your Tower shares return over 120% in the same year. For the good of the shareholders, you start to say…
Passive Investing is Impassive on Valuation
24 March 2025 - It’s difficult to approach the topic of passive investing without acknowledging one’s own inherent bias. After all, careers have been built on the premise that active investing adds value. No matter how much we try and attempt to set biases aside – your author know they are unlikely to succeed.
Credit where credit’s due
24 February 2025 - The past couple of years have been challenging for domestic bond investors. The Bloomberg NZ Bond Composite 0+ Yr Index declined approximately 6% in 2021 and 7% in 2022. However, in 2024, declining interest rates led to a strong recovery in bond returns, reaffirming the importance of bonds in a well-diversified portfolio.
Strategic versus Tactical Allocation
30 September 2024 - Many market commentators have written about strategic asset allocation previously – the investment science behind the long- term allocation of investors’ capital across various asset classes. In our view, strategic asset allocation (SAA) is one of, if not the most important decision an investor can make when developing a portfolio of investments.
Election Cycles and Investment returns
27 July 2024 - This year, over 4 billion people are voting to shape their country’s political and economic outlook for the next three to five years. From India to France, Mexico to the UK numerous general elections are taking place.
US Equities – simply momentum or something more fundamental
24 June 2024 - The momentum run in the US market continues to be very strong. It resembles in many ways the peak rally in 1999 to early 2000, just before the “dot com” crash.
Stock picking: deciphering what’s signal and what’s noise
5 June 2024 - Investment markets are forward looking.
Building active portfolios, building conviction levels
30 April 2024 - Octagon looks to enhance the returns for our customers by being an active manager in the markets we invest in. This means, by definition and style, we are not passive investors who simply buy the index or the sector, rather we apply a disciplined process that allows the Octagon portfolio managers to identify when and why an asset is mispriced, and take advantage for our clients.
Active versus Passive Investment Management
9 April 2024 - Octagon Asset Management (Octagon) as an active investment manager and we aim to deliver superior investment returns by being active (as opposed to passive).
Paul Bevin joins board of boutique fund
1 May 2023 - Forsyth Barr-owned Octagon Asset Management has appointed Paul Bevin as an independent director to the board.
Forsyth Barr launches funds management business
2 December 2021 - Forsyth Barr has launched a specialist funds management operation, Octagon Asset Management, which will take over managing its KiwiSaver scheme.
