Harbour Investment Outlook: Let the good times roll
Key market movements
- The MSCI All Country World Index (ACWI) increased 4.4% last month, in New Zealand dollar-unhedged terms, almost matching last month. This time the strength had very little to do with NZD weakness as returns in NZD-hedged terms were 4.1% for November.
- Locally, the New Zealand equity market had another good month, with the S&P/NZX...MORE»
Sponsored Content
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 »
Animal spirits
Tuesday, December 10th, 3:53PMNovember was a very strong month for most equity markets.
MORE»Extreme measures for extreme circumstances – why the RBNZ should cut the OCR by 0.75% when it meets this week
Tuesday, November 26th, 12:57PMAround six weeks ago we made the case for a 0.75% cut at each of the two final RBNZ meetings of the year. This was a non-consensus call. In the end, the central bank cut rates by 0.50% last month, but expectations following October’s CPI number started to shift in terms of what will happen at this week’s meeting.
MORE»Power Plays: Navigating New Zealand’s Electricity Market
Friday, November 22nd, 9:39AMIt’s been a charged year for New Zealand’s electricity market, and not just because of the literal power surges. Earlier in the year, a perfect storm of low hydro lake levels, lacklustre wind, and a gas shortage sent electricity prices through the roof. Headlines buzzed with warnings of market dysfunction, with some pointing fingers at a lack of competition and an underinvestment in generation. With wholesale electricity prices and lake levels having returned closer to normal levels, we ask if the headlines are a fair reflection of reality.
MORE»Harbour Investment Outlook: Waiting game
Thursday, November 21st, 3:23PMMore HeadlinesSponsored by: “Heartbreaking” hardship applications a challenge for KiwiSaver providers
Tuesday, December 17th, 9:17AMKiwiSaver 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»
KiwiSaver assets grow to $117.6 bill
Tuesday, November 12th, 3:54PMThe KiwiSaver pot grew by $7 billion to $117.6 billion in the third quarter of this year with QuayStreet, Milford and Generate highlighted as some of the strong performers over the long term. MORE»
KiwiSaver shortcomings identified in global report
Saturday, October 19th, 6:11AMBumping up KiwiSaver contributions and introducing a carer’s savings credit for those with young children are among the improvement measures identified in a new report benchmarking New Zealand against other countries’ pension systems. MORE»
Tattoo removal and IVF companies are part of Generate's new PE deal
Friday, October 11th, 3:46AMGenerate KiwiSaver makes another investment into private equity. MORE»
KiwiSaver winners
Monday, October 7th, 9:06AMAndrea Malcolm looks at the latest KiwiSaver data from Melville Jessup Weaver and finds out who the big winners are over recent years. MORE»
All numbers point north for KiwiSaver
Tuesday, September 24th, 1:35PMThe March 2024 reporting year for KiwiSaver showed the strongest growth in total funds since 2021 and passed the $100 billion milestone, according to the Financial Markets Authority. MORE»
Sharesies KiwiSaver adds multiple-base fund selection
Wednesday, September 11th, 5:59AMSharesies KiwiSaver members can now combine multiple base funds instead of having to choose only one for their KiwiSaver scheme. MORE»
Two KiwiSaver schemes report larger losses but make revenue gains
Wednesday, August 28th, 9:03AMTwo of the newer KiwiSaver schemes chalked up larger losses in their latest financial year. MORE»