fund managers
Greg Smith returns with another fund manager's look at what 2024 might bring, with ten brave predictions. He claims an 80% success record last year, so here are his latest
10th Jan 24, 11:41am
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Greg Smith returns with another fund manager's look at what 2024 might bring, with ten brave predictions. He claims an 80% success record last year, so here are his latest
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
RBNZ says NZ banks' Additional Tier 1 capital bonds are 'going-concern capital' & may be subject to loss if the bank issuer gets into serious trouble
24th Mar 23, 9:50am
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RBNZ says NZ banks' Additional Tier 1 capital bonds are 'going-concern capital' & may be subject to loss if the bank issuer gets into serious trouble
Is the newfound investor optimism justified, and what are the implications for markets in the coming months, and the rest of the year, asks Greg Smith
9th Feb 23, 3:28pm
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Is the newfound investor optimism justified, and what are the implications for markets in the coming months, and the rest of the year, asks Greg Smith
KiwiSaver funds reflect 'challenging underlying market conditions' and led down by real estate investment funds, says Morningstar
12th Nov 22, 8:52am
KiwiSaver funds reflect 'challenging underlying market conditions' and led down by real estate investment funds, says Morningstar
Andy Mahony points out that fund manager temperament, capability, and proficiency have been tested severely in 2022. If active managers cannot add value in this environment, when will they? he asks
3rd Nov 22, 10:37am
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Andy Mahony points out that fund manager temperament, capability, and proficiency have been tested severely in 2022. If active managers cannot add value in this environment, when will they? he asks
Andy Mahony takes a clear-eyed look at what happened to investment markets in September, a tough month by any measure. The outlook is fragile as central banks work to get investors reoriented away from inflation and QE policies
12th Oct 22, 9:18am
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Andy Mahony takes a clear-eyed look at what happened to investment markets in September, a tough month by any measure. The outlook is fragile as central banks work to get investors reoriented away from inflation and QE policies
Andy Mahony addresses a few key questions for investors about how a managed fund is valued, how the underlying investments are priced, and what safeguards are in place to reassure investors their assets are being looked after appropriately
30th Sep 22, 11:12am
Andy Mahony addresses a few key questions for investors about how a managed fund is valued, how the underlying investments are priced, and what safeguards are in place to reassure investors their assets are being looked after appropriately
Andy Mahony points out portfolio selection can be easily influenced by emotional connections
8th Aug 22, 10:48am
Andy Mahony points out portfolio selection can be easily influenced by emotional connections
Andy Mahony dives into how funds exclude activities in their fund portfolios to make them Responsible Investments - and that shines an uncomfortable spotlight on the selective approaches of some large investment managers
19th Jul 22, 8:56am
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Andy Mahony dives into how funds exclude activities in their fund portfolios to make them Responsible Investments - and that shines an uncomfortable spotlight on the selective approaches of some large investment managers
'Show me the incentive, I’ll tell you the outcome' - Andy Mahony runs an expert analysis of Default KiwiSaver funds to see if low fees result in better returns or are just 'cheap'
6th Jul 22, 11:20am
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'Show me the incentive, I’ll tell you the outcome' - Andy Mahony runs an expert analysis of Default KiwiSaver funds to see if low fees result in better returns or are just 'cheap'
For professional advisers, or KiwiSaver members who take a close interest in their funds, Andy Mahony of Research IP runs his rule over the unnecessarily complicated world of KiwiSaver fees
22nd Jun 22, 11:33am
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For professional advisers, or KiwiSaver members who take a close interest in their funds, Andy Mahony of Research IP runs his rule over the unnecessarily complicated world of KiwiSaver fees
Market speculation high that SOE Kiwi Group Holdings is about to sell $9 bln Kiwi Wealth, after selling Kiwi Insurance, and Hatch. It is an enterprise that has swelled 7x since it was first purchased as Gareth Morgan Investments in 2012
17th Jan 22, 10:17am
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Market speculation high that SOE Kiwi Group Holdings is about to sell $9 bln Kiwi Wealth, after selling Kiwi Insurance, and Hatch. It is an enterprise that has swelled 7x since it was first purchased as Gareth Morgan Investments in 2012
Over the past ten years, KiwiSaver schemes have delivered less than half the returns the NZ Super Fund has, and in 2019 it was only marginally better
22nd Feb 20, 9:52am
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Over the past ten years, KiwiSaver schemes have delivered less than half the returns the NZ Super Fund has, and in 2019 it was only marginally better
Following final decisions in bank regulatory capital review, RBNZ to consult on redeemable perpetual preference shares and the Tier 2 capital instruments in the first half of 2020
10th Dec 19, 7:44am
Following final decisions in bank regulatory capital review, RBNZ to consult on redeemable perpetual preference shares and the Tier 2 capital instruments in the first half of 2020
Major government owned fund managers, holding $816m of shares in Facebook, Google & Twitter, call for the tech giants to take action following the live-streaming and sharing on social media of Friday’s Christchurch terror attacks
21st Mar 19, 7:41am
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Major government owned fund managers, holding $816m of shares in Facebook, Google & Twitter, call for the tech giants to take action following the live-streaming and sharing on social media of Friday’s Christchurch terror attacks
FMA plans more work on KiwiSaver fees, says eye will be on the conduct of default providers ahead of the next round of default appointments
13th Feb 19, 4:16pm
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FMA plans more work on KiwiSaver fees, says eye will be on the conduct of default providers ahead of the next round of default appointments
RBNZ Act review consultation paper details the local banking system by the numbers, highlighting the dominance of the Aussie owned banks
12th Nov 18, 11:58am
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RBNZ Act review consultation paper details the local banking system by the numbers, highlighting the dominance of the Aussie owned banks
FMA CEO Rob Everett says the financial services sector is at a tipping point and needs to focus on how to make sure customers get a better deal
4th Jun 18, 6:31am
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FMA CEO Rob Everett says the financial services sector is at a tipping point and needs to focus on how to make sure customers get a better deal
David Chaston checks to see if having your KiwiSaver in a bank-based fund hurts your returns. It does in two risk categories, not so much in the others
17th May 18, 9:45am
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David Chaston checks to see if having your KiwiSaver in a bank-based fund hurts your returns. It does in two risk categories, not so much in the others
We look at where our KiwiSaver funds are held, finding more than half are in growth-type funds and two thirds are in bank-controlled schemes
7th May 18, 9:44am
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We look at where our KiwiSaver funds are held, finding more than half are in growth-type funds and two thirds are in bank-controlled schemes
FMA statistics show the fledgling NZ P2P lending sector is serving banks and fund managers well, but more needs to be done for retail investors and SMEs, Gareth Vaughan argues
2nd Dec 17, 6:26am
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FMA statistics show the fledgling NZ P2P lending sector is serving banks and fund managers well, but more needs to be done for retail investors and SMEs, Gareth Vaughan argues
Retail investors' understanding of risk and diversification still lacking, departing FMA boss says, wishing he had 'got out in the community more'
11th Dec 13, 2:55pm
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Retail investors' understanding of risk and diversification still lacking, departing FMA boss says, wishing he had 'got out in the community more'
Just how useless is the asset management industry?; Hedge funds for the 99%; $ and second marriages; Harsh economics of love; Rent right
24th May 13, 1:23pm
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Just how useless is the asset management industry?; Hedge funds for the 99%; $ and second marriages; Harsh economics of love; Rent right
Investing 101; The tax man nudgeth; Big number scare tactics; Being Buffett; Cost control for the big D
8th Apr 13, 1:42pm
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Investing 101; The tax man nudgeth; Big number scare tactics; Being Buffett; Cost control for the big D