Articles tagged with 'investment manager'

Snowball turns focus to investor behaviour

24 March 2025 - A month after the launch of its new look and expanded offering, online investment platform Snowball says it has been a good move but also prompted some further questions about what exactly triggers investors to commit their funds.

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.

Commercial real estate in 2025: primed for recovery

6 March 2025 - As we move towards the end of the first quarter of 2025, we are seeing green shoots appear as the economy shows growing signs of life, aligned with our views of a gradual economic recovery which is expected to pick up pace into the second half of this year.

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.

Harbour Outlook: So much for the Christmas rally

22 January 2025 - December saw mixed market movements influenced by currency shifts, central bank actions, and economic trends, shaping the investment outlook for the months ahead.

Retail investors seeking US exposure as confidence returns

16 January 2025 - Sharesies’ latest data shows a return in retail investor confidence in the final months of 2024 with investors continuing to look for US exposure via ETF.

Challenger looks to expansion of servicing non-bank mortgage loans

13 January 2025 - Buying Bluestone Home Loans New Zealand mortgage book is part of Australian-listed Challenger’s plans for further expansion in New Zealand.

Exploring emerging markets

31 July 2023 - Cheap, underperforming and unloved, EMs are often seen as a contrarian trade but Russell Investments thinks the often maligned sector should be a core part of equity and even fixed income portfolios.

a2 Milk – growth stocks and downgrades don’t mix well

23 October 2020 - A case study in understanding how downgrades impact growth stocks, by Castle Point's Stephen Bennie.

a2: could the milk be starting to turn?

13 August 2020 - Castle Point's Jamie Young looks at a2 Milk's standout success, and asks whether investors can expect this to continue?

A story of value v growth

22 July 2020 - Castle Point co-founder Gordon Sims tells a story about two companies; one a value play and the other a growth opportunity. Which one do you think is best?

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.

Inland Revenue outlines GST plan

25 February 2020 - Inland Revenue wants to introduce special rules for determining the GST treatment of fund manager and investment manager services.

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.

Should Meridian call Rio’s bluff?

29 October 2019 - Rio Tinto has a caused a stir among electricity gentailers this week. What it might mean for Meridian going forward.

Investment manager appointed at Midlands

14 October 2019 - Midlands Mortgage Trust has appointed an investment manager.

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