Strategic versus Tactical Allocation
Many market commentators have written about strategic asset allocation previously – the investment science behind the long- term allocation of investors’ capital across various asset classes. In our view, strategic asset allocation (SAA) is one of, if not the most important decision an investor can make when developing a portfolio of investments.
The logic surrounding SAA is straightforward; a rigorous observation of an asset class’s historical performance overlaid with some contemporary assumptions about future performance in order to approximate an investment mix that best matches an investor’s return and risk expectations.
But investing isn’t simple and expected returns are an average of historical returns, with...MORE»
A tale of two villages – steady SUM and a RYM reckoningMonday, September 16th, 9:45AM
The post-COVID era has been incredibly difficult for many. In the context of NZ equities, perhaps none more so than the retirement village (RV) sector which has been stung by both higher interest rates and a weaker housing market. MORE» |
The results are inMonday, September 9th, 3:09PM
The deluge of results on both sides of the Tasman provided a host of contrasts, and highlighted the importance of being highly selective and discerning when it comes to active investing strategies. MORE» |
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New Zealand Equity Monthly August 2024Wednesday, September 4th, 6:54PM
RBNZ’s August rate cut seen as a positive sign for equities. MORE» |
A bit of volatilityFriday, August 30th, 2:53PM
Why so volatile? MORE» |
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All numbers point north for KiwiSaver
The 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
Sharesies 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
Two of the newer KiwiSaver schemes chalked up larger losses in their latest financial year. MORE»
ASB CEO talks compulsion, contribution and PE in KiwiSaver
ASB CEO Vittoria Shortt would like to see change when it comes to KiwiSaver policy and is interested in developing the product. MORE»
Quotemonster launches KiwiSaver research tool
Quotemonster's owner, Quality Product Research, is teaming up with financial research company Morningstar to start offering advisers information on all the various KiwiSaver products now available. MORE»
How climate friendly are KiwiSaver schemes?
Most KiwiSaver providers have filed their first-ever climate reports which detail the emissions from their investments. MORE»
Top five KiwiSaver providers continue market share jostle
KiwiSaver assets rose $3.5 billion to $110.8b at the end of the June quarter, up $13.3b from the June quarter last year. MORE»
Are financial markets too complacent about geopolitical risks?
Financial markets appear to be overlooking any potential volatility from global political and other international developments, according to MJW in commentary attached to its latest survey of fund performances. MORE»
