Trade Walls, Profit Falls: NZX 50’s Tariff Exposure Unpacked

The Trump administration’s tariff strategy is a hot topic in the investment world. At Mint, we’ve had our fair of discussions. To help you make sense of the nonsense, in this article, I provide a framework of tariff exposure for every NZX50 company.

Article written by: Sam Arcand, Investment Analyst, Mint Asset Management

The Trump administration’s tariff strategy is a hot topic in the investment world. At Mint, we’ve had our fair of discussions. To help you make sense of the nonsense,...MORE»

Calming influences Wednesday, May 14th, 7:36AM April was another volatile month for financial markets, but one that in the end produced a relatively benign outcome for investors. Trade developments were front and centre, with the angst around “Liberation Day” replaced by relief as Donald Trump announced a 90-day pause for trading partners to negotiate trade deals. MORE»		Buffett announces his retirement; A Kiwi's view from Omaha Tuesday, May 6th, 4:55PM The Woodstock of Investing: Lessons from Warren Buffett’s final Berkshire Hathaway annual meeting. MORE»
Sky TV's Rights Negotiation goes into Extra Time Monday, April 28th, 12:19PM Price increases are never welcome but sometimes, on rare occasions, we can soften that blow by offsetting ourselves in the market. For instance, accepting a 12-14% insurance premium increase from your insurer Tower is a lot easier to digest when your Tower shares return over 120% in the same year. For the good of the shareholders, you start to say… MORE»		Rear view mirror: Equities took pole position as offshore exposure turbo-charged 2024 investor returns Saturday, April 26th, 10:27AM MORE»

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Generate KiwiSaver customers most satisfied

Boutique providers have taken out the top spots in Consumer New Zealand’s KiwiSaver survey with Generate awarded People’s Choice. MORE»

Advisor relationships on Sharesies' radar

Investment platform Sharesies is turning its mind to how it can work more closely with advisors now it has its latest KiwiSaver scheme options up and running. MORE»

Milford's KiwiSaver shines while ANZ enjoys a rare March qtr

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KiwiSaver or KiwiTaxer? The changes high on adviser wishlists

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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»