Article tagged with 'investment fund'
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Fin Ed is Good Ed
19 Jun 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.
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Harbour Investment Outlook: Markets rebound amid trade uncertainty
13 Jun 2025 - Global equities rebounded strongly in May, posting a return worthy of top decile historically, at 5.1% in unhedged NZD terms, and 5.6% NZD-hedged. Broadly, most sectors were positive, with healthcare an outlier at -3.7% and information technology leading the pack at +10.3%.
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Staying in May
10 Jun 2025 - The old market adage about “selling in May and going away” turned out to be the antithesis of sage advice. Stock markets globally performed strongly last month, with investors encouraged by what appeared to be a de-escalation of trade frictions. The White House rolled out its first deal with the UK, European tariffs were paused, while tensions also cooled a little between the US and China, with both agreeing to bring tariffs down from nosebleed levels.
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New managed fund offering targets savers
02 May 2025 - A new managed fund spearheaded by an ex-Fisher Funds manager aims to offer savers an alternative to banks promising retail access to wholesale rates.
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Snowball turns focus to investor behaviour
24 Mar 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.
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Angels fear consequences of FMA wholesale investor test case
23 Jan 2025 - Angel investors are concerned their ability to invest in startups could be in jeopardy if the Financial Markets Authority gains support for its stance on wholesale investors’ eligibility.
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Harbour Outlook: So much for the Christmas rally
22 Jan 2025 - December saw mixed market movements influenced by currency shifts, central bank actions, and economic trends, shaping the investment outlook for the months ahead.
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Devon Funds 2025 Predictions
17 Jan 2025 - While a new year is already underway, it is early days. This makes it still a timely point to wheel out the crystal ball and engage in the well-established tradition of making big-picture predictions on developments and factors that will shape markets and investment portfolios in the year ahead.
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Retail investors seeking US exposure as confidence returns
16 Jan 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.
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Exploring emerging markets
31 Jul 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.