Market Commentary - Why risky is the new safe
8 September 2011
NZ Funds Management CIO, Michael Lang, looks at how investors can change saving habits to grow their wealth instead of having it eroded.
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Market Commentary - Neptune Marine Services - Opportunistic takeovers not welcome
31 August 2011
NZ Funds Management Portfolio Manager, Josh Wilson, provides his current outlook for Neptune Marine Services and based on this outlook urges shareholders to hold on to the stock.
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Market Commentary - Three sectors whose long-term fortunes do not depend on the global economy
29 July 2011
NZ Funds Management CIO, 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
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market Commentary - reserve bank's catch 22 means an inflationary future
25 May 2011
NZ Funds Management CIO, Michael Lang, comments on the Reserve Bank's most recent survey of inflation expectations.
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market Commentary - financial plans must protect against inflation
26 April 2011
NZ Funds' CIO Michael Lang highlights that all investors should be concerned about the impact of inflation, providing guidance on ways to inflation-proof
a portfolio.
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market Commentary - investment manager warns of "subprime sovereign debt"
8 September 2010
NZ Funds' CIO, Michael Lang, warns that wherever you see a financial crisis, you also see a subsequent boom in government indebtedness which generally leads to a sovereign debt crisis.
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market Commentary - no crystal ball for asset classes
10 August 2010
By David Wilson, Principal and Investment Strategist at NZ Funds.
Using an analysis of asset class returns over the past 50 years, David Wilson demonstrates that every asset class has had both periods of strong performance and periods of disappointing performance. David then elaborates on a strategy that limits the adverse impact if a single asset class underperforms.
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market Commentary - up 70 but feeling down
10 August 2010
By Michael Lang, CIO of NZ Funds.
Michael Lang, explains the 'ugly maths of finance' exposing the fact that, for most New Zealanders, it is more important that they avoid big losses than enjoy big gains.
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market Commentary - inflation set to cut investors funds
by half over 10 years
30 May 2010
By David Wilson, Principal and Investment Strategist a NZ Funds.
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 - 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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| 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
shouldnot be financially dependent on the returns from any one
asset class.
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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.
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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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