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market Commentary - Top picks for the coming decade
26 April 2010
By Michael Lang, CIO of NZ Funds.
Michael Lang gives his top investment picks which offer considerable upside over the coming decade.
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Market commentary - commodities: the asset class for the tens
27 February 2010
By Michael Lang, CIO of NZ Funds.
This commentary examines past asset returns and shows that investors should not be financially dependent on the returns from any one asset class.
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Market commentary - risk of sovereign bond
4 December 2009
By Michael Lang, CIO of NZ Funds.
The global economy could head into a double dip if Sovereign nations default on their debt.
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Market commentary - Investors warned to hedge against the dollar when investing in global shares
18 November 2009
By Michael Lang, CIO of NZ Funds.
Investors could lose money, despite good returns from offshore investments, as a result of currency increases.
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Portfolio presentation - Diversified Growth Portfolios
18 November 2009
By Michael Lang, CIO of NZ Funds.
Road show presentation to advisers on investment management techniques utilised in the Growth Portfolios.
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Market commentary - The rational bubble
28 October 2009
By Michael Lang, CIO of NZ Funds.
Investors are today confronted with a bubble and are rationally participating.
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Market commentary - The renaissance of active management
14 September 2009
By Michael Lang, CIO of NZ Funds.
Despite the share market's recent rally, investment manager NZ Funds remains cautious on the prospects for equity market returns over the next few years.
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Market commentary - Baltic Dry Index flashes warning lights for emerging markets
3 September 2009
By Michael Lang, CIO of NZ Funds.
One of the reasons for NZ Funds being more cautious on global equities is that the Baltic Dry Index has started to trend down.
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Market commentary - Passive versus active management of the New Zealand dollar
13 August 2009
By Michael Lang, CIO of NZ Funds.
The recent rapid appreciation of the NZD has left many local investment managers on the back foot.
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Market commentary - NZ Funds sidelines China
3 August 2009
By Michael Lang, CIO of NZ Funds.
Whilst a number of local and international fund managers have come out in support of China's emerging economy, NZ Funds is happy to watch from the sidelines.
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Market commentary - Background context to financial statements
28 July 2009
By Richard James, CEO of NZ Funds.
This commentary is to help provide some background context to the financial statements of the Portfolios managed by NZ Funds for the year ending 31 March 2009.
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Market commentary– Investors capturing share market rally
17 June 2009
By Michael Lang, CIO of NZ Funds.
Investors in NZ Funds' Growth Portfolios are now capturing capital gains thanks to the recent share market rally and the full removal of the share hedges NZ Funds has had in place over the past 18 months.
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