fund managers

KiwiSavers withdrew $157 million in early home ownership and financial hardship withdrawals during June with Inland Revenue data showing a spike in withdrawals compared to last year

KiwiSavers withdrew $157 million in early home ownership and financial hardship withdrawals during June with Inland Revenue data showing a spike in withdrawals compared to last year

Will Carnachan of Aotea Asset Management details how private credit works in New Zealand for investors, borrowers & fund managers

Will Carnachan of Aotea Asset Management details how private credit works in New Zealand for investors, borrowers & 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

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

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

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

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

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

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

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

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

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

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'

'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

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

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