Harbour Asset Management
Harbour Asset Management's Hamish Pepper and Chris Di Leva look ahead into 2024 keeping their distance from the usual focus on tail risk, but with an eye on opportunity and a sober assessment of actual risks
28th Dec 23, 12:00pm
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Harbour Asset Management's Hamish Pepper and Chris Di Leva look ahead into 2024 keeping their distance from the usual focus on tail risk, but with an eye on opportunity and a sober assessment of actual risks
Harbour Asset Management's Hamish Pepper explains why Harbour has adjusted its view as a fund manager after the RBNZ MPS and how it has reflected that in its positioning
24th Dec 23, 10:04am
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Harbour Asset Management's Hamish Pepper explains why Harbour has adjusted its view as a fund manager after the RBNZ MPS and how it has reflected that in its positioning
Andrew Bascand sees a big future for the investment advice industry with KiwiSaver on its way to a $250 bln pool within 10 years, and intergenerational transfers entering a super cycle
21st Oct 23, 10:13am
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Andrew Bascand sees a big future for the investment advice industry with KiwiSaver on its way to a $250 bln pool within 10 years, and intergenerational transfers entering a super cycle
Harbour Asset Management's Hamish Pepper explains neutral interest rates, why they matter, why they have fallen, and where they are likely headed
19th Sep 23, 4:19pm
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Harbour Asset Management's Hamish Pepper explains neutral interest rates, why they matter, why they have fallen, and where they are likely headed
Technology and biotech companies are delivering on revenue and growth and may be less exposed to a slowdown in household spending. Kevin Bennett thinks investors will become more comfortable holding them
28th Jan 23, 9:45am
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Technology and biotech companies are delivering on revenue and growth and may be less exposed to a slowdown in household spending. Kevin Bennett thinks investors will become more comfortable holding them
Harbour Asset Management's Hamish Pepper & Chris Di Leva look at the Top 10 risks and opportunities for 2023
16th Dec 22, 9:27am
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Harbour Asset Management's Hamish Pepper & Chris Di Leva look at the Top 10 risks and opportunities for 2023
Despite significant falls, NZ houses are expensive relative to incomes
Harbour Asset Management's Chris Di Leva reminds investors that over the long term the New Zealand market has delivered out-sized returns. But there are idiosyncrasies in the local market can deliver both positive and negative outperformance
12th Nov 22, 9:10am
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Harbour Asset Management's Chris Di Leva reminds investors that over the long term the New Zealand market has delivered out-sized returns. But there are idiosyncrasies in the local market can deliver both positive and negative outperformance
Harbour Asset Management's Mark Brown says at some point investors will stop looking back at one of the worst periods on record for fixed interest returns, and instead look forward
19th Jun 22, 6:00am
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Harbour Asset Management's Mark Brown says at some point investors will stop looking back at one of the worst periods on record for fixed interest returns, and instead look forward
Uncertainty is rising in the near term. And there is even greater uncertainty ahead in the long term. Fixed income investors are likely to require higher yields from bond investments, says Hamish Pepper
11th Jun 22, 10:11am
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Uncertainty is rising in the near term. And there is even greater uncertainty ahead in the long term. Fixed income investors are likely to require higher yields from bond investments, says Hamish Pepper
Harbour Asset Management's Mark Brown says some interesting interpretations can be inferred from the signals embedded in yield curves
16th Feb 22, 9:25am
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Harbour Asset Management's Mark Brown says some interesting interpretations can be inferred from the signals embedded in yield curves
Harbour Asset Management's Hamish Pepper & Chris Di Leva look at the Top 10 risks and opportunities for 2022
19th Dec 21, 7:39am
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Harbour Asset Management's Hamish Pepper & Chris Di Leva look at the Top 10 risks and opportunities for 2022
Fund manager Harbour Asset Management says the recent pickup in inflation goes beyond supply chain disruption and higher petrol prices
8th Dec 21, 11:34am
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Fund manager Harbour Asset Management says the recent pickup in inflation goes beyond supply chain disruption and higher petrol prices
Harbour Asset Management's Chris Di Leva and Hamish Pepper run through the top 10 risks and opportunities they see looming in 2021
18th Dec 20, 9:19am
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Harbour Asset Management's Chris Di Leva and Hamish Pepper run through the top 10 risks and opportunities they see looming in 2021
Harbour Asset Management's Simon Pannett casts an eye over the leveraged loan market looking for warning signs of trouble ahead
15th Feb 20, 9:31am
Harbour Asset Management's Simon Pannett casts an eye over the leveraged loan market looking for warning signs of trouble ahead
Rio Tinto's dangling the potential closure of Tiwai Point in front of the Government. What's its power play and what are the consequences for New Zealand?
25th Oct 19, 5:50am
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Rio Tinto's dangling the potential closure of Tiwai Point in front of the Government. What's its power play and what are the consequences for New Zealand?
CBL shareholders seek redress for failure of the $747 million company; Harbour Asset Management and Argo Investments to lead class action against former directors
18th Oct 19, 2:41pm
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CBL shareholders seek redress for failure of the $747 million company; Harbour Asset Management and Argo Investments to lead class action against former directors
Fund manager who held major CBL stake contrasts RBNZ's 'very public discourse' around bank capital requirements with its caution about speaking out about an under-capitalised insurer
5th Jul 19, 11:42am
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Fund manager who held major CBL stake contrasts RBNZ's 'very public discourse' around bank capital requirements with its caution about speaking out about an under-capitalised insurer
Harbour Asset Management sees rising business confidence and pricing power returning to many firms as core reasons why the RBNZ will be thinking an uplift in inflation is on the way
26th Jan 19, 10:09am
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Harbour Asset Management sees rising business confidence and pricing power returning to many firms as core reasons why the RBNZ will be thinking an uplift in inflation is on the way
Harbour Asset Management pinpoints 10 key risks to look out for in the New Year
18th Dec 18, 12:15pm
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Harbour Asset Management pinpoints 10 key risks to look out for in the New Year
Why are NZ banks cutting mortgage rates as Aussie banks hike them, and how long might this last?
18th Sep 18, 5:00am
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Why are NZ banks cutting mortgage rates as Aussie banks hike them, and how long might this last?
Like everyone else, Harbour Asset Management's Christian Hawkesby is looking for the point where the sustainable growth rate matches the official policy interest rate. That's the clue for rate directions
16th Jun 18, 9:22am
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Like everyone else, Harbour Asset Management's Christian Hawkesby is looking for the point where the sustainable growth rate matches the official policy interest rate. That's the clue for rate directions
Harbour Asset Management values CBL shares last traded for $3.17, at 28 cents; Lloyd's of London to take over CBL contract to underwrite new building warranties
7th Mar 18, 5:00am
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Harbour Asset Management values CBL shares last traded for $3.17, at 28 cents; Lloyd's of London to take over CBL contract to underwrite new building warranties
Harbour Asset Management's Christian Hawkesby sees some scope for policy to be more adventurous over time under the new government
20th Oct 17, 3:02pm
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Harbour Asset Management's Christian Hawkesby sees some scope for policy to be more adventurous over time under the new government
Labour's monetary policy proposals are mainstream and would bring the RBNZ in line with other central banks, Harbour Asset Management's Christian Hawkesby says
12th Apr 17, 12:02pm
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Labour's monetary policy proposals are mainstream and would bring the RBNZ in line with other central banks, Harbour Asset Management's Christian Hawkesby says