Article tagged with 'investment manager'
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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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Calming influences
14 May 2025 - April was another volatile month for financial markets, but one that in the end produced a relatively benign outcome for investors. Trade developments were front and centre, with the angst around “Liberation Day” replaced by relief as Donald Trump announced a 90-day pause for trading partners to negotiate trade deals.
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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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Passive Investing is Impassive on Valuation
24 Mar 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.
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Commercial real estate in 2025: primed for recovery
06 Mar 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.
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Credit where credit’s due
24 Feb 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.
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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.