News Category: Investments

An article asking the question of what the right level of hedging is for global shares in a diversified portfolio.   The question arises from the recent significant fall in the value of the NZ dollar.

The Global Financial Crisis – 5 years on.

A look back at the events surrounding the GFC and the lessons investors need to remember.

In this newsletter we look at how markets have performed over the last 20 years and what this has meant for 3 portfolios with different risk profiles.

While the last 15 years have been a tough time for investors in share markets it has been a boom time for holders of bonds.   But given the current uncertainty in the markets, where do we go from here?   What do charitable trusts do to meet their distribution expectations?   The answers are not obvious but a review of the recent past is often a useful starting point.

Review of the investment results for a number of KiwiSaver providers.

The article reviews growth v value global shares and concludes that a portfolio needs exposure to both investment styles

An analysis of the importance of the Benchmark and of the value added by Fund Managers when managing their Balanced Funds.