Research
We have a comprehensive research process underlying all our strategies. This process has evolved over the last two decades by thinking independently and from first principles about each and every step of the process. This approach has developed the breadth and depth in our proprietary research to support our investment strategies.
Investment Research & Ideas
NZ Funds Management's proprietary research undertaken by our investment team and short investment articles on topics of interest.
Please note: The tools and approaches used in wealth management evolve over time. The articles in this section reflect our thinking and views at the time they were prepared, but may not now be reflective of the wealth management tools and approaches we are currently utilising in managing client portfolios.
23 April 2012
Market Commentary - An overview of current investment themes
NZ Funds Management Principal and Investment Strategist, David Wilson, visits each of the investment categories - Cash, Income, Inflation and Growth - and looks at the current outlook for each.
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23 April 2012
Market Commentary - The case for high yield
In light of the recent allocation within a selection of the NZ Funds Managed Portfolio Service portfolios to high yield bonds, NZ Funds Management Principal and Head of Income, Mark Brooks, provides a detailed look at the rationale behind this allocation.
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23 April 2012
NZ Funds Management Investment Bulletin - Issue No. 3
This edition includes our latest views on the outlook for the investment market, a look at our recent allocation to high yield bonds, important information on our Portfolios and an article on the importance of good finanical advice in the pursuit of balancing risk with return.
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16 December 2011
MARKET COMMENTARY - THE IMPORTANCE OF SHARES IN A LONG-TERM INVESTMENT PORTFOLIO
NZ Funds Management Investment Strategist, Dave Wilson, looks at the importance of shares in a long-term investment portfolio.
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16 December 2011
MANAGER INSIGHT - TWEEDY BROWNE
NZ Funds Management Portfolio Manager, Mark de Nooij, takes a detailed look at external manager Tweedy Browne. This article provides insight into Tweedy Browne, the people behind the business and how they manage client savings.
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8 September 2011
Market Commentary - Why risky is the new safe
NZ Funds Management Chief Investment Officer, Michael Lang, looks at how investors can change saving habits to grow their wealth instead of having it eroded.
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29 July 2011
Market Commentary - Three sectors whose long-term fortunes do not depend on the global economy
NZ Funds Management Chief Investment Officer, Michael Lang, believes that although the global share market has stalled year to date, an exposure to companies not affected by global economic growth or sovereign debt show it's possible to 'buck the trend' .... More
31 May 2011
market Commentary - irongate receivership reminder for investors to keep eye on corporate bonds
NZ Funds Management Head of Income, Mark Brooks, comments on the receivership of Irongate and explains the importance of active management when it comes to investing in bonds. MORE
25 May 2011
market Commentary - reserve bank's catch 22 means an inflationary future
NZ Funds Management Chief Investment Officer, Michael Lang, comments on the Reserve Bank's most recent survey of inflation expectations. MORE
Further information on the GIS and NZ Funds Managed Portfolio Service Portfolios is contained in the current investment statement which may be downloaded here. A copy is also available upon request.