Investment research - A defensive strategy for share market investing
11 June 2010
By Michael Lang, CIO of NZ Funds.
NZ Funds' CIO, Michael Lang, discusses an investment approach predicated on three cornerstone principles, that allows investors to participate in share markets as they rise, while providing them with some protection when significant market corrections occur.
More >
|
Investment Research - Investing in utilities
18 February 2010
By Daniel Frost, Principal and Senior Portfolio Manager at NZ Funds.
This paper looks at why utilities are a compelling investment opportunity and how the investment appeal of this sector can be improved by carefully designing an investment strategy that includes a capital protection strategy that reduces drawdowns when fear grips the market.
More > |
Investment Research - Investing in property
30 November 2009
By Stephen Bennie, Principal and Senior Portfolio Manager at NZ Funds.
NZ Funds has developed an approach to property investing which gives New Zealanders access to the best aspects of property without any compromise.
More > |
Investment Research - Inflation, the invisible risk
27 November 2009
By Daniel Frost, Principal and Senior Portfolio Manager at NZ Funds.
This paper discusses the effect of inflation and the importance of addressing the risks associated with it.
More > |
Investment insight - Platinum
3 November 2009
By Michael Lang, CIO of NZ Funds and Ashley Siddall, Equity Analyst at NZ Funds.
In over twenty years of selecting investment managers, we have identified a number of traits which are shared by the world's best investment managers. This paper provides a background of Platinum and discusses why Kerr Neilsen's investment process exhibits all the key traits which have led to consistent performance.
More > |
Investment research - Global shares
13 August 2009
By Michael Lang, CIO of NZ Funds.
In this paper we look at share market returns over the last 109 years and warn investors of being fooled into a continued buy-and-hope investment strategy.
More >
|
Investment insight - Odey Asset Management
10 August 2009
By Michael Lang, CIO of NZ Funds and Ashley Siddall, Equity Analyst at NZ Funds.
Odey joins a small group of extraordinary investment managers whose investment focus is aligned with our clients. In this paper we discuss the investment approach of the founder, Crispin Odey, and how this has led to consistent performance.
More > |
Investment insight - Corporate bonds
2 August 2009
By Michael Lang, CIO of NZ Funds.
Given the recent abundance of corporate bond insurance to New Zealanders, this paper provides some of our thoughts on sensible bond investment.
More > |
Investment insight – Tweedy, Browne Company LLC
12 March 2009
By Michael Lang, CIO of NZ Funds and Ashley Siddall, Equity Analyst at NZ Funds.
This paper provides some background on one of our newly appointed global equity managers, Tweedy Browne and their focus on companies paying strong and growing dividends.
More > |
Independent Review of Operation of Monetary Policy in New Zealand
February 2001
NZ Funds' submissions for an Independent Review of Operation of Monetary Policy in New Zealand are discussed in the following paper by the Institute for International Economic Studies, Stockholm University.
More > |
THE FINANCIAL IMPLICATIONS OF THE RESERVE BANK'S MONETARY POLICY OPERATIONS
March 1993
By David Wilson, Principal and Investment Strategist at NZ Funds.
This paper shows how the Reserve Bank's monetary policy operations can be identified as business centres, and how they affect the Bank's expenditures, revenues and profiles.
More |
