Insights
Negative Interest Rates?
Ian Robertson, 24 Sep 2020
Market expectations for the Official Cash Rate (“OCR”) to go negative next year are increasing. The Reserve Bank of New…
Many Happy Returns for the Milford KiwiSaver Aggressive Fund
Murray Harris, 24 Sep 2020
August marked the first birthday of the Milford KiwiSaver Aggressive Fund. We are pleased to report that the Fund has…
If you have a trust, keep reading…
16 Sep 2020
It is pretty well known that New Zealanders love trusts. While the exact number is not known, the Ministry of…
Insurance meets Global Warming
David Rigby, 09 Sep 2020
Airlines. Oil & Gas. Car manufacturing. Agriculture. Viticulture. Cement and Steel production. Even Bitcoin mining. The list of industries that…
Reporting season debrief – property companies
Roland Houghton, 03 Sep 2020
With reporting season behind us we can review the impacts COVID-19 is having on various sectors. Property companies which for…
Stock Story: Kerry Group
Katlyn Parker, 03 Sep 2020
Investment Analyst Katlyn Parker looks at Kerry Group, one of our corporate bond holdings. She discusses their rise from a…
The Buy-Now-Pay-Later phenomenon – what’s driving the industry?
Roland Houghton, 26 Aug 2020
The Buy-Now-Pay-Later segment has truly taken the world by storm. It is incredibly impressive to think two Aussies were responsible…
The whole story behind good investment decisions
Marissa Rossi, 25 Aug 2020
If there was ever a time when strong financial metrics were the single trademark of a good company, that time…