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Articles tagged with 'equities'

Three themes a top fund manager is watching closely

13 October 2019 - Markets are full of conflicting message at the moment. In this feature the Harbour Asset Management team explain what's happening and how the are positioning their portfolios.

Harbour takes a cautious approach as downside risks increase

12 September 2019 - The Harbour team examine market movements in the past month, and what they are watching going forward. Find out how they are positioning their portfolios.

Advice rules created 'two-tier' market, working group says

10 September 2019 - More advice is needed to boost the fortunes of the New Zealand capital markets, a new report says.

Anderson launches new fund options

22 August 2019 - Kernel – a new digital investment provider wants to offer investors and advisers more choice.

Lower and lower domestic interest rates

14 August 2019 - The Harbour team examine market movements in the past month, and what they are watching going forward.

Ageing bull market may have longer to run: AMP Capital

5 August 2019 - AMP Capital's head of investment strategy says he's been describing the market as an "ageing bull" for more than a year – but there may still be some more upside to come.

Investors want protection, but how?

30 July 2019 - Investors want protection from market volatility – but all the options to achieve it are being described as “pretty unpalatable”.

Interest rates tipped to boost '20% overvalued' shares

3 July 2019 - AMP Capital says New Zealand equities may be at valuations 20% above fair value - but there are predictions higher prices are yet to come.

Adviser issues identified in capital markets

9 May 2019 - The group tasked with reviewing New Zealand’s capital markets has identified some issues with the way that advisers work.

Capital gains tax on assets 'fairer'

21 February 2019 - Investors holding shares in New Zealand and Australian companies would be captured by changes proposed by the Tax Working Group today.

Environment changing for active managers: Researcher

29 January 2019 - New Zealand active fund managers did not deliver in 2018 on their promise to add value in volatile markets, researchers say.

NZX stands out on global stage

21 December 2018 - New Zealand equity investors might feel hard done by this year but they’ve fared well compared to counterparts around the world.

[GRTV] Global equities is a good place to be: Nikko

1 October 2018 - Nikko AM Head of Global Equities, Will Low, discusses his approach to successfully managing equities and provides his thoughts on current market conditions.

Kiwi managers become more responsible

17 August 2018 - New Zealand fund managers doubled the amount of money they allocated to responsible investment strategies last year, according to a new study on environmental, social, and governance practices.

Fees eroding risk premium: Researchers

13 April 2018 - Fees charged by fund managers may make it tough for some New Zealand investors to access an investment that pays a fair equity risk premium.

NZ Super Fund: Returns will fall

22 February 2018 - The NZ Super Fund returned 19.8 per cent over 2017 but there’s a warning that won’t last. Catherine Savage, the Chair of the Guardians of New Zealand...

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.

'Business as usual' despite correction fears

22 January 2018 - Fund managers are being told a shift to alternative assets could be a good move if they expect a downturn in 2018.

2018 'looking good for Asia'

16 January 2018 - 2018 is tipped to be a year of good fortune for Asia's fund management industry. Cerulli Associates, a research and consulting firm said, by end of December...

Don't worry, stay invested

12 January 2018 - New Zealand market commentators are optimistic about the year ahead, despite international warnings that a crash is “overdue”.

KiwiSaver should invest more in NZ: Gaynor

15 December 2017 - New Zealanders have missed out on KiwiSaver returns because of their lack of exposure to the local share market, one manager says.

Nearing an end to the NZ Goldilocks?

12 December 2017 - Markets, both in New Zealand and globally, have experienced "goldilocks" conditions for the past five years of low inflation and solid economic growth.

Active managers go passive

20 November 2017 - Two people closely associated with active funds management have established a new ETF funds management business.

Look to Asia for yield

8 November 2017 - Advisers are being encouraged to think of investments into Asia as being a useful income generating investment, rather than one for capital appreciation.

Market wobbles 'signify need for active management'

3 November 2017 - Significant drops in price in a number of New Zealand equities this week are being held up as a sign it is a stockpicker's market.

Leverage up your KiwiSaver fund

30 October 2017 - Booster chief investment officer David Beattie says people should be taking more risk in their KiwiSaver funds.

Equities versus Bonds?

30 October 2017 - The often-used phrase "margin of safety" is usually attributed to famous value investor and Warren Buffett’s teacher, Benjamin Graham. Its definition varies widely.

FSLAB could be slower

24 October 2017 - Progress of the Financial Services Legislation Amendment Bill may be slower under the new Labour-led government than it might have been under National.

Getting to Know: Liz Koh

8 September 2017 - Adviser Liz Koh says she deliberately set out to build a public profile.

Trustee company turns to private equity

1 September 2017 - Private equity company Direct Capital takes a stake in Complectus, which owns Perpetual Guardian and other trustee firms.

Fund Source surprises with awards

30 August 2017 - There were some surprises in the Fund Source Fund Manager of the year awards which where handed out in Auckland last night.

Quantitative investment styles, and when they perform

28 August 2017 - Factor investing as a style has become increasingly popular in the last decade with the rise of Smart Beta funds globally. These strategies are expected to outperform the market over the long-term.

Remarkable adds and subtracts managers

23 August 2017 - Remarkable Capital has taken on two new managers, and as a result is no longer representing King Tide (which is now wholesale only) and The Boat Fund. The...

Chaotic election not necessarily bad news for investors

22 August 2017 - New Zealand’s political landscape may be turmultuous but fund managers are divided on how much of an impact it will have on the local markets.

Barramundi skinned in market

21 August 2017 - The Fisher Funds managed listed Australian equities trust, Barramundi (NZX: BRM) has seen its annual profit fall 50% to $2.7 million. The result includes...

Devon grabs high profile CIO from bank

21 August 2017 - Devon Funds Management has appointed a new chief investment officer who has for many years been with one of its competitors.

Managers issue risk warning

21 August 2017 - Fund managers are warning that the risk indicators they use in information for investors may make their funds seem less volatile than they really are.

Super Fund: Carbon risk under-priced

15 August 2017 - The $35 billion New Zealand Superannuation Fund has sold off $950 million of companies with high exposure to carbon emissions and fossil fuel reserves.

FNZC launches private investment channel

14 August 2017 - First NZ Capital (FNZC) is offering a new channel for private investors to put their money directly into medium-to-large unlisted New Zealand businesses.

Some active managers delivering little for fee: Report

11 August 2017 - Some New Zealand active equity managers are running investments only 27% different from the index, a new report has found.

Magellan plans list global trust

10 August 2017 - Magellan is planning an IPO for a new ASX-listed investment trust, the Magellan Global Trust. The Magellan Global Trust will invest in a focussed portfolio...

Investing responsibly: passing the tipping point

8 August 2017 - Do you believe that well governed companies have better long-term prospects than their competition? If you do, then you have already taken the first small step to aligning yourself with a more sophisticated approach to responsible investing (RI).

Global Equities: Why it's time to rethink

31 July 2017 - We are often asked for our view on emerging markets and whether now is a good time to be over or underweight. We feel that the term “emerging markets” is now more a matter of benchmark classification as opposed to some common fundamental reality.

International equities: Approach with caution

31 July 2017 - Managers are taking a more cautious approach to global equities as valuations remain stubbornly high.

Why now is the time for active management

19 July 2017 - Publisher Philip Macalister spoke to Andrew Bascand from Harbour Asset Management. Harbour has over $3.3 billion in funds under management at the moment, and recently won the Morningstar Fund Manager of the Year Award for the second consecutive time. 

Will bonds bail you out next time?

19 July 2017 - The traditional wisdom is that investors typically benefit from a negative correlation between equities and bonds, with falling stock markets being associated with buoyant fixed interest markets as bond yields decline (and vice versa), thereby smoothing combined returns.   

Get real!

17 July 2017 - It is now nearly a decade since the GFC. Returns have been very acceptable across most asset classes over this period.

Can experts predict market turning points?

13 July 2017 - “Buy low, sell high” sounds like a wildly simple and effective investment strategy. But it requires an investor to know when is a good time to buy, and how to time the even harder decision to sell. Can investors predict and profit from turning points in markets? Can experts help with this decision making?

Still opportunities in 'old' bull market

4 May 2017 - The bull market is old but that does not necessarily mean it is tired, analysts say.

Ultra-conservative advice approach may harm junior boards

17 February 2017 - Advisers’ concerns about their regulatory requirement to put their clients in “appropriate” investments may be constraining growth in junior boards, a report on the equity market suggests.

Opportunities in post-Trump world

14 November 2016 - As markets rebound from their initial shock at the Trump victory in the US, New Zealand investors are being told there are opportunities to be found.

All systems go for NZ economy

23 September 2016 - New Zealand’s economy could be set for another surge as it benefits from the very things worrying the rest of the world, an investment conference has been told.

Fed increase 'would alarm'

19 September 2016 - Equities markets around the world could get a shock if the United States Federal Reserve opts to increase interest rates this week.

Reporting season another boost for equities

12 September 2016 - Investors have little cause for concern for the future of New Zealand equities after the latest reporting season, analysts say.

Trades concentrated with top five brokers

8 June 2016 - The dominance of a small number of broker firms executing the bulk of the country’s equity trades is being described as another example of New Zealand organisations “buying the industry back”.

Autopilot mode helps KiwiSaver members to better returns

17 May 2016 - KiwiSaver investors are suffering less of a “behaviour gap” in returns than investors in other New Zealand managed funds, new research from Morningstar shows.

Time for new way to value equities?

14 April 2016 - A low interest rate environment requires a new approach to equities valuation, one fund manager says.

Investing in 'alternatives'

1 March 2016 - Investors typically regard equities, bonds and cash as the primary asset classes.  But there are a number of other peripheral assets which fall under the “alternatives” catch-all.  In this commentary John Berry from Pathfinder looks at PIE managed fund “alternatives” that New Zealand investors can include in portfolios.

Investors offered new way into equities

4 February 2016 - Investors in Australia and New Zealand are being offered a new way to invest in global equity markets.

Advisers told: Don't gamble on forex

1 February 2016 - Advisers are getting caught up in clients' hopes of making money trading forex and may be missing out on returns as a result, it has been claimed.

More volatility to come

27 January 2016 - New Zealand's equity market has not yet dropped enough to find much value and may weather a stock market storm this year without too much trouble, commentators say.

Dick Smith a lesson in risk

12 January 2016 - The fallout over technology retailer Dick Smith’s receivership just two years after being listed is a reminder to clients that not everything is a sure bet, advisers say.

Advisers can step up in market volatility

6 January 2016 - New Zealand is likely to continue to feel some knock-on effect of the turmoil on international markets this week.

Active management tipped as key in 2016

5 January 2016 - Another strong performance from New Zealand equities is expected in 2016 but some commentators say it will be more of a stock-picker’s market this year.

Warning correct, despite recovery

5 November 2015 - Advisers are being told they were right to warn their clients about market volatility earlier this year, even if it proved to be short-lived.

Equity markets recover

3 November 2015 - International markets recovered to a strong October after a bout of turbulence earlier this year. Developed and emerging equity markets had their best...

Investors told: Don't let softer dollar put you off

1 October 2015 - There is a warning that investors who hesitate about investing globally because of the fall in the New Zealand dollar run the risk of missing out.

Global upturn could knock NZ market

14 May 2015 - An improving global economy could take the heat out of New Zealand’s equity market, it has been suggested.

Investors urged to consider alternatives

8 May 2015 - Investors worried about equity markets being fully valued could benefit from looking to alternative investments, says the managing director of Nikko Asset Management in New Zealand.

Loss-protection offer hits target

24 April 2015 - Wealth Defender Equities has reached the minimum capital-raising target it sought under its initial public offer of shares and loyalty options.

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Full Rates Table | Compare Rates

Lender Flt 1yr 2yr 3yr
ANZ 5.19 ▼4.05 ▼3.95 4.49
ANZ Special - ▼3.55 ▼3.45 3.99
ASB Bank 5.20 ▼4.05 ▼3.95 4.39
ASB Bank Special - ▼3.55 ▼3.45 3.89
BNZ - Classic - ▼3.55 ▼3.45 3.99
BNZ - Mortgage One 5.90 - - -
BNZ - Rapid Repay 5.35 - - -
BNZ - Std, FlyBuys 5.30 4.45 4.35 4.55
BNZ - TotalMoney 5.30 - - -
China Construction Bank 5.50 4.70 4.80 4.95
China Construction Bank Special - 3.19 3.19 3.19
Lender Flt 1yr 2yr 3yr
Credit Union Auckland 5.95 - - -
Credit Union Baywide 6.15 4.95 4.95 -
Credit Union North 6.45 - - -
Credit Union South 6.45 - - -
Finance Direct - - - -
First Credit Union 5.85 - - -
Heartland 6.70 7.00 7.25 7.85
Heartland Bank - Online - - - -
Heretaunga Building Society 5.75 4.80 4.95 -
Housing NZ Corp 5.19 4.15 4.09 4.39
HSBC Premier 5.24 3.35 3.35 3.35
Lender Flt 1yr 2yr 3yr
HSBC Premier LVR > 80% - - - -
HSBC Special - - - -
ICBC 5.15 3.18 3.18 3.20
Kiwibank 5.80 4.30 4.24 4.74
Kiwibank - Capped - - - -
Kiwibank - Offset 5.15 - - -
Kiwibank Special - 3.55 3.49 3.99
Liberty 5.69 - - -
Napier Building Society - - - -
Nelson Building Society 5.70 4.69 4.79 -
Resimac 4.50 4.86 3.89 3.94
Lender Flt 1yr 2yr 3yr
RESIMAC Special - - - -
SBS Bank 5.29 4.85 5.05 5.49
SBS Bank Special - 3.65 3.59 3.89
Sovereign 5.30 4.15 4.29 4.55
Sovereign Special - 3.65 3.75 4.05
The Co-operative Bank - Owner Occ 5.15 3.49 3.59 3.89
The Co-operative Bank - Standard 5.15 3.99 4.09 4.39
TSB Bank 6.09 4.49 4.39 4.85
TSB Special 5.29 3.69 3.59 4.05
Wairarapa Building Society 5.70 4.85 4.99 -
Westpac 5.34 4.15 4.09 4.49
Lender Flt 1yr 2yr 3yr
Westpac - Offset 5.34 - - -
Westpac Special - ▼3.55 ▼3.45 3.99
Median 5.34 4.05 3.95 4.05

Last updated: 18 October 2019 9:00am

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