News Category: Investments

An in-depth review into the KiwiSaver market covering assets, membership, fees and competitiveness.

This article analyses market volatility in 2020 and how decisions to reposition an investment portfolio might have played out.

With interest rates at record lows, this article looks at how our outlook for returns has changed and what it may mean for investors.

This is an area of frequent debate and we thought it useful to analyse how KiwiSaver funds have fared.

A discussion on active share – an alternative tool that can be used to consider active investment managers’ risk-taking and the implications for this in the New Zealand market.

In this paper, we examine different distribution mechanisms in use around New Zealand by community trusts, iwi, and other similar organisations. We analyse how three simple distribution rules would fare following a large negative investment shock. The results show that there are clear differences and that the choice of distribution method has significant implications for intergenerational equity.

Investors need to carefully consider the amount of duration in their portfolios.

In this newsletter, we look back over 20 years at the returns from each of the major asset classes.   We then look at 3 hypothetical diversified portfolios and compare/contrast the returns experienced by each.