Passive Investing is Impassive on Valuation
It’s difficult to approach the topic of passive investing without acknowledging one’s own inherent bias. After all, careers have been built on the premise that active investing adds value. No matter how much we try and attempt to set biases aside – your author know they are unlikely to succeed.
It’s difficult to approach the topic of passive investing without acknowledging one’s own inherent bias. After all, careers have been built on the premise that active investing adds value. No matter how much we try and attempt to set biases aside – your author know they are unlikely to succeed.
The rise of passive investing has reshaped global financial markets, offering...MORE»
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New Zealand Equity Monthly October 2024
Start of rate-cutting cycle provides promising signs for New Zealand equities MORE »
Active or Passive? How about the best of both worlds
Passive investing revolutionised the investment management industry, which up until its advent, had been dominated by active fund managers who would generally employ market timing or security selection strategies aimed at outperforming the ‘market’. MORE »
Harbour Outlook: An inflection point to come for earnings?Tuesday, March 18th, 5:00AM
The US economy may finally be starting to crack. Business surveys suggest the services sector is now contracting and real-time measures of Q1 GDP suggest the economy is in retreat. Retail sales were unexpectedly weak, and consumer confidence has dropped. The housing market is also showing signs of strain with both housing starts and sales dropping. MORE» |
Sheep Sheds and Credit SpreadsSaturday, March 15th, 6:04AM
Mint Asset Management investment analyst Ryan Falls reckons, well his Dad reckoned, he was not got at counting sheep on the family farm. But with hard work and having a good framework things have changed. MORE» |
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[GRTV] Tiger FinTech’s Greg Boland on market shifts and NZX strugglesThursday, March 13th, 6:04AM
Greg Boland of Tiger FinTech discusses the fading dominance of the Magnificent Seven stocks, a shift to energy and AI-app companies, and the NZX’s struggles. MORE» |
Opportunity knocks - the case for further asset sales.Monday, March 10th, 5:46PM
The debate about asset sales has recently been thrust into the political limelight, with David Seymour vocalising the need to reconsider privatisation. MORE» |
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KiwiSaver or KiwiTaxer? The changes high on adviser wishlists
There remains no real incentive for clients to direct extra contributions into KiwiSaver, so long as New Zealand is still a global outlier in its choice of tax structure around retirement savings, according to one financial advisory firm leader. MORE»
No lid on KiwiSaver fees as balances grow
As KiwiSaver balances continue to swell the scheme is becoming a cash cow for investment managers, prompting one industry observer to question why there is not more downward pressure on fees. MORE»
Lock-up vs liquid: why a KiwiSaver cornerstone could change
With confidence in KiwiSaver underpinned by members’ ability to switch funds types and providers at a drop of hat, just how that will marry with long-term investment in potentially illiquid private assets remains in question. MORE»
KiwiSaver market share leader ANZ at bottom of performance table
The latest Morningstar KiwiSaver report shows the largest provider, ANZ with $22 billion under management, continues to be outperformed by most other providers in the core diversified fund categories. MORE»
KiwiSaver members open to sacrificing more for future gain
There appears to be an appetite among KiwiSaver members to take home less pay now in order to boost their retirement savings, according to a survey by investment platform Sharesies MORE»
Appeal of one-stop shop helps drive Sharesies’ KiwiSaver growth
Sharesies is a recent arrival on the KiwiSaver scene but says it’s finding favour with customers who access all their investments in one place. MORE»
Simple still best amid growing investment literacy
KiwiSaver members will likely be keeping a closer eye on their balances as their pot grows but for most a straightforward management approach remains the best fit, says Milford Asset Management’s Head of KiwiSaver and Retail. MORE»
“Heartbreaking” hardship applications a challenge for KiwiSaver providers
KiwiSaver providers are questioning whether they are adequately equipped to deal with hardship applications, with some wanting to see a centralised service established for savers who need to access their funds. MORE»
