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Asset allocation

Jim O'Neill consider both the bullish and bearish case for the yellow metal and markets carry it to record highs
by Guest
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Jim O'Neill consider both the bullish and bearish case for the yellow metal and markets carry it to record highs
Sheryl Sutherland summarises the advantages of portfolio diversification and the roles of active and passive investing in it
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Sheryl Sutherland summarises the advantages of portfolio diversification and the roles of active and passive investing in it
The KiwiSaver results are in for the December 2018 quarter and we review how high market volatility affected our retirement savings accounts, with a detailed look at Default funds
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The KiwiSaver results are in for the December 2018 quarter and we review how high market volatility affected our retirement savings accounts, with a detailed look at Default funds
We review the performance of KiwiSaver growth funds and find our previous expectation they might struggle quite wrong. Results are on an upswing again
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We review the performance of KiwiSaver growth funds and find our previous expectation they might struggle quite wrong. Results are on an upswing again
Our comprehensive review of moderate KiwiSaver fund regular savings returns as at September 30, identifying who has the best long-term returns
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Our comprehensive review of moderate KiwiSaver fund regular savings returns as at September 30, identifying who has the best long-term returns
Despite recent market volatility most KiwiSavers should be happy with their investment. Now is not the time to be cutting and running or you will miss the benefits of long term investing. Even default funds are doing better
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Despite recent market volatility most KiwiSavers should be happy with their investment. Now is not the time to be cutting and running or you will miss the benefits of long term investing. Even default funds are doing better
Just as KiwiSaver fund balances start to rise to substantial levels, investors may need to focus on the changing economic landscape, possibly adjusting their portfolio allocations
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Just as KiwiSaver fund balances start to rise to substantial levels, investors may need to focus on the changing economic landscape, possibly adjusting their portfolio allocations
The aggressive KiwiSaver category grew 30% in a year as members chase upsized returns to build their retirement funds over the long run
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The aggressive KiwiSaver category grew 30% in a year as members chase upsized returns to build their retirement funds over the long run
The small Conservative KiwiSaver category is growing fast and David Chaston can't work out why investors have directed $2.7 bln that way
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The small Conservative KiwiSaver category is growing fast and David Chaston can't work out why investors have directed $2.7 bln that way
Should you invest in an asset class at a bad time in the market cycle just to achieve diversification? Jenée Tibshraeny asks Martin Hawes
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Should you invest in an asset class at a bad time in the market cycle just to achieve diversification? Jenée Tibshraeny asks Martin Hawes
David Chaston joins the call for KiwiSavers to move investments in default funds elsewhere, unless they're nearing retirement
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David Chaston joins the call for KiwiSavers to move investments in default funds elsewhere, unless they're nearing retirement
Conservative or cash KiwiSaver returns beg the question: Why are you in KiwiSaver in the first place? We review the long-term returns and find them hard to justify
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Conservative or cash KiwiSaver returns beg the question: Why are you in KiwiSaver in the first place? We review the long-term returns and find them hard to justify
Nothing goes up forever, including financial markets or economic growth. Corrections happen. Now is a good time to think how your KiwiSaver will fare in a downturn
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Nothing goes up forever, including financial markets or economic growth. Corrections happen. Now is a good time to think how your KiwiSaver will fare in a downturn
We review the performance of KiwiSaver Growth funds. This sector is settling back from outsized returns but some are still delivering well. A decade of track records back up our analysis
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We review the performance of KiwiSaver Growth funds. This sector is settling back from outsized returns but some are still delivering well. A decade of track records back up our analysis
The tide is going out for investors in KiwiSaver Default funds as the heavy allocation in fixed-income securities risks valuation readjustment down, cancelling any gains in yields
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The tide is going out for investors in KiwiSaver Default funds as the heavy allocation in fixed-income securities risks valuation readjustment down, cancelling any gains in yields