| June 2010 |
MARKET COMMENTARY - borrowers move to floating rate despite rise in the ocr
16 June 2010
NZ Funds' Principal and Investment Strategist, David Wilson, comments that homeowners continue to move to floating rates despite rise in the OCR.
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May 2010 |
MARKET COMMENTARY - INFLATION SET TO CUT INVESTORS FUND BY HALF OVER 10 YEARS
30 May 2010
NZ Funds' Principal and Investment Strategist, David Wilson, believes that in almost all inflation scenarios, clients should be better off investing in inflation-linked bonds than if they invested in term deposits.
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market Commentary - inflation-linked bonds set to soar after treasury raises inflationary forecasts
25 May 2010
By Michael Lang, CIO of NZ Funds.
Michael Lang believes that rising inflation rates will boost returns of inflation-linked bonds.
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market Commentary - mortgage holders set to flock to floating
25 May 2010
By David Wilson, Principal and Investment Strategist at NZ Funds.
David Wilson comments that fixed rate mortgages are likely to remain higher than floating rate mortgages.
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| April 2010 |
market Commentary - Top picks for the coming decade
27 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 - freightways - the recovery is in the mail
27 April 2010
By Stephen Bennie, Principal and Senior Portfolio Manager at NZ Funds.
Stephen Bennie believes that Freightways remains well positioned to benefit from an economy that is slowly returning to growth.
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market Commentary - air new zealand - ready for takeoff?
27 April 2010
By Michael Lang, CIO of NZ Funds.
Michael Lang expects Air New Zealand's share price to climb to a higher altitude.
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market Commentary - the warehouse bonds - not everyone gets a bargain
26 April 2010
By Mark Brooks, Principal and Head of Income at NZ Funds.
Mark Brooks comments that the new bond issue from The Warehouse is not as 'safe' as it may first appear.
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market Commentary - mainfrfeight - changing gear?
26 April 2010
By Stephen Bennie, Principal and Senior Portfolio Manager at NZ Funds.
Stephen Bennie expects Mainfreight's earnings to improve over the near term from the momentum of a turning domestic and global economy.
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| March 2010 |
investment insight - where to begin when investing in global shares
3 March 2010
By Michael Lang, CIO of NZ Funds.
Global shares can potentially deliver on all three fronts that the average New Zealander requires from their investments - inflation protection, income and capital gains. Michael Lang details an approach to investing in this versatile asset class.
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| February 2010 |
market commentary - agricultural investors set to reap rewards
28 February 2010
By Michael Lang, CIO of NZ Funds.
Commodities are likely to be one of the best performing asset classes over the next ten years, but they are also likely to be one of the most volatile.
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market commentary - food prices to rise again
26 February 2010
By Daniel Frost, Principal and Senior Portfolio Manager at NZ Funds.
A pickup in the price of soft commodities on the futures market is indicating that the price of food could rise again.
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market commentary - Commodities: the asset class for the tens
26 February 2010
By Michael Lang, CIO of NZ Funds.
Michael Lang 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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investment insight – Investing for yield
5 February 2010
By David Wilson, Principal and Investment Strategist at NZ Funds.
David Wilson provides an alternative strategy for those investors who have invested in New Zealand corporate bonds.
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investment insight – new zealand high yielding shares - an attractive place to be
5 February 2010
By Nick Dravitzki, Portfolio Manager at NZ Funds.
Nick Dravitzki looks at the current 'win-win' situation offered by New Zealand high yielding shares.
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investment insight – GOLD
5 February 2010
By Michael Lang, CIO of NZ Funds.
Michael Lang illustrates why gold should be only invested in rare cases during times of high inflation or investor panic.
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MARKET COMMENTARY – utilities picked as hot stock in 2010
4 February 2010
By Michael Lang, CIO of NZ Funds.
Utilities offer an investment opportunity for conservative investors looking for stable returns.
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MARKET COMMENTARY – do not adjust your mindset
4 February 2010
By Michael Lang, CIO of NZ Funds.
Michael Lang warns that the global economy is unlikely to resume healthy growth for many years and taking this into consideration provides insight into how investors should position their portfolios for 2010.
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| January 2010 |
MARKET COMMENTARY – Fonterra's bonds issue solid
29 January 2010
By Mark Brooks, Principal and Head of Income at NZ Funds.
Mark Brooks believes Fonterra's capital structure changes and improving commodity prices will make its bond issue attractive to investors.
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| November 2009 |
Portfolio presentation - Mid Term Growth Portfolio
November 2009
By Daniel Frost, Principal and Senior Portfolio Manager at NZ Funds.
Daniel Frost outlines the investment techniques the Mid Term Growth Portfolio is utilising as the global environment transitions from deflation to inflation.
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Market Commentary - Goodman Property Trust interim result
20 November 2009
By Stephen Bennie, Principal and Senior Portfolio Manager at NZ Funds.
After coming through a tough cycle, Goodman Property Trust is now focusing on a development programme.
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Market Commentary - Kiwi Income Property Trust interim result
20 November 2009
By Stephen Bennie, Principal and Senior Portfolio Manager at NZ Funds.
Kiwi Income Property's retail assets have been the main driver behind the increase in its operating profit.
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Portfolio presentation - Investing in property
November 2009
By Stephen Bennie, Principal and Senior Portfolio Manager at NZ Funds.
Road show presentation to advisers on the merits of investing in listed property and an overview of NZ Funds' global property investment strategy.
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Market commentary - Investors warned to hedge agaisnt 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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Portfolio presentation - Core Income Portfolio
November 2009
By Marks Brooks, Principal and Head of Income at NZ Funds.
Road show presentation to advisers on investment management techniques utilised in the Core Income Portfolio.
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| October 2009 |
Market commentary - Government urged to consider inflation-linked bonds
28 October 2009
By Michael Lang, CIO of NZ Funds.
The New Zealand Government should consider issuing inflation-linked bonds to reduce external funding of its debt.
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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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| September 2009 |
Market commentary - Listed property set to soar
30 September 2009
By Stephen Bennie, Principal and Senior Portfolio Manager at NZ Funds.
NZ Funds' research shows that listed property trusts are set to soar if New Zealand enters a period of inflation.
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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 - Warehouse result shows margin recovery
11 September 2009
By Nick Dravitzki, Portfolio Manager at NZ Funds.
Despite facing as difficult a retail environment as has been seen in many years, the Warehouse's focus on its core business is beginning to pay dividends.
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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 - 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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| August 2009 |
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 - Auckland Airport's overvalued and vulnerable to a pull back
28 August 2009
By Nick Dravitzki, Portfolio Manager at NZ Funds.
Auckland Airport's share price has come back a long way since the takeover attempts in 2007 but even now it still looks expensive when compared to its international peers.
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Market commentary - No winnings for Auckland casino in Sky City result
19 August 2009
By Nick Dravitzki, Portfolio Manager at NZ Funds.
Sky City is doing some good things with its Australian casinos but the heart of its empire is showing few signs of life.
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Market commentary - Freightways set to benefit from recovery
17 August 2009
By Nick Dravitzki, Portfolio Manager at NZ Funds.
Freightways continues to deal with the tough times well and when the economy moves back into an upswing it will really start to deliver value.
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Market commentary - Unhedged corporate bonds deliver capital losses
4 August 2009
By Michael Lang, CIO of NZ Funds.
A number of prominent corporate bond funds have delivered negative returns for the first half of the year.
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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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| June - July 2009 |
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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