Clean Green Fund Investing

by Steve Sweeney |  Thursday, 4 November 2010 Investors like to make money and for many years, the companies yielding the best returns may not have been responsible corporate citizens. History is littered with shining examples of corporate profits taking precedence over doing the right thing, whether by the people, the environment or through good corporate [...]

Update from Magellan – Hamish Douglass CEO, Portfolio Manager

Magellan Global Update – February 2012 Click on the link to watch the latest Global Update from these talented managers. Remember though that is not personal advice and any questions you have should be directed to your financial adviser. If you don’t have one, find out here how a financial adviser can help you achieve [...]

New from AMP Capital: Megatrends for Investors

27 September 2011 This Investment Insight focuses on key trends relevant for investors – and the implications of these trends. Key trends include constrained growth in advanced countries, heightened volatility, higher savings, increased political dysfunction, low inflation, the Asian century, strong commodity prices, globalisation, ageing and slowing populations and the environment. The key implications for investors: get [...]

A Fund Manager’s Perspective: Harbour Asset Management

If you are interested in how the fund managers are viewing this latest round of volatility in the sharemarkets please read the attached document.  Here is a sample of what is inside… Australian Confidence Still Depressed Recent market volatility has not significantly changed in our views that: We are in for a softer period of [...]

S & P Downgrade of USA Dangerous

Below is an article from the Financial Times in the UK.  It is at times like this that we have to look at decisions made by people like these agencies and ask who is really in charge?  Is it an ego trip for S & P or is it a worthy decision?  Only time will [...]

Magellan Global Fund – Letter to Investors

DEAR INVESTOR, I am delighted to write to you as an investor in the Magellan Global Fund (“Fund”). Over the year to 30 June 2011, the Fund has returned 2.5% net of fees. This was broadly in line with the Fund’s benchmark. Over the past 2 and 3 years the Fund has returned 8.1% per [...]

New Fixed Interest Fund by Harbour Asset Management

If you are interested in fixed interest investments please contact your adviser. Click here to see the latest fund fact sheet for the NZ Core Fixed Interest Fund.

Commodities – do they really stack up as a good investment?

After listening to Janine from Liontamer managed funds talk this morning I was wondering how many people realised that you could actually invest into real products, besides property.  Liontamer’s new fund invests into an index made up of Brent Oil, Copper, Cotton, Sugar, Corn, Lead, Nickel, Gasoline and Palladium. Now I am not saying that [...]

Diversified’s View March 2011

To access the full statement please click here… At the risk of appearing callous, and as locally devastating as natural disasters may be, they are humanitarian catastrophes. Such events rarely change an economy’s economic trajectory significantly. Especially in wealthy nations, growth recoils for a quarter or two, and is soon pushed up by reconstruction. In [...]

Congratulations to Onepath!

Written by Trish Edmonds, Onepath Head of Advisory We are delighted to inform you that last night our funds management team won two significant accolades in the Morningstar awards. We won in two categories-most importantly the Morningstar KiwiSaver Fund Manager of the Year* and also the International Equities* Award. We now hold both the Morningstar [...]

Gold: A Safe Haven?

Courtesy of The Economist: Interview of Aram Shishmanian, the CEO of the World Gold Council on gold’s purpose, market volatility and the dynamics of demand in China and India please click here This interview expands the knowledge of what gold is used for, what is driving demand and why India is so important to the [...]

Asset Allocation, how important is it?

Do we need to care? The team from AMP Capital make an argument that asset allocation is not everything, but almost everything. Everything comes in cycles, and one of the big swings in investment management relates to the perceived importance of asset allocation, i.e. the exposure an individual or fund has to individual asset classes, [...]

New Liontamer Investment – GOLD!

This was supplied directly from Liontamer: Our latest research paper outlines some of the important characteristics of gold as an investment asset. Called ‘The Investment Case for Gold’ it looks at the history of gold as well as the current and future drivers of the gold price and its unique investment properties. It also examines gold’s volatility and considers how the precious metal might [...]