Passive investing revolutionised the investment management industry, which up until its advent, had been dominated by active fund managers who would generally employ market timing or security selection strategies aimed at outperforming the ‘market’. The introduction of traditional passive funds allowed investors to receive ‘market’ exposure, which was ultimately what most portfolios were benchmarked against,… [Read More…]
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Climate-conscious investing more complex than meets the eye
Kris Nelson, Russell Investments Senior Director, Head of ESG, Investment Management, discusses why fund managers may need to evolve their ESG strategies to address both the risks and opportunities of a low-carbon transition Investment solutions designed to tackle the net zero transition are rapidly evolving as early strategies reveal their limitations. Initially, many fund… [Read More…]
A tale of two villages: steady SUM and a RYM reckoning
Sam Arcand, Mint Asset Management investment analyst, runs the numbers on the NZ retirement village sector… The post-COVID era has been incredibly difficult for many. In the context of NZ equities, perhaps none more so than the retirement village (RV) sector which has been stung by both higher interest rates and a weaker housing… [Read More…]
A Leap Forward in Helping BNZ’s KiwiSaver Scheme Customers
In 2019, BNZ launched BNZ KiwiSaver Scheme Navigator (Navigator), a tool for their bankers to use to help customers see what a difference small tweaks could make to their BNZ KiwiSaver Scheme investment. BNZ embarked on a journey to upgrade Navigator in 2023. Spearheaded by General Manager, Wealth and Insurance Partnerships – Ryan Wilson alongside… [Read More…]
Are NZ equities a buy?
The NZ share market has been in winter mode relative to global counterparts over the last few years but a spring thaw could be on the way, according to Kirsten Boldarin Mint Asset Management head of distribution ‘Nothing like price to change sentiment’ – Helene Meisler 29 Jan 2021 was an important date if… [Read More…]
Investing wisdom: four invaluable lessons from my time in the markets
Mint Asset Management portfolio manager, John Middleton, distills decades of investment market experience into its essence… As a seasoned investor and equity analyst, I’ve learned some invaluable lessons from navigating the ups and downs of the stock market over the years. From the dot-com bubble to the Global Financial Crisis and the COVID-19 pandemic,… [Read More…]
Financial markets: calm seas never made a skilled sailor
Mint Asset Management portfolio manager, David Fyfe, reflects on the mix of financial nous and behavioural insights that have guided him through his investment career… I grew up with a knack for numbers. Through my early years I always found maths something that came naturally to me which in turn sent me off on… [Read More…]
Do you offer KiwiSaver advice? OMNIMax’s KiwiSaver solution makes it easy to offer KiwiSaver advice
Adding KiwiSaver advice to your offering can seem like a daunting task when your days are already full of offering insurance, mortgage and investment advice. But OMNIMax’s KiwiSaver solution streamlines your advice workflow, enabling you to generate a Statement of Advice in only 10 minutes. Why you should offer KiwiSaver advice Perhaps the biggest… [Read More…]
Don’t let perfect be the enemy of good
Rachel Tinkler, Mint Asset Management, head of responsible investment, recounts the many small steps on the way to a sustainable future… Living in a sustainable way was a feature of my household long before it became part of the mainstream culture. One of my earliest memories is sitting at the kitchen table, chatting with… [Read More…]
Art of investing: journey from shadows to spotlight
Marek Krzeczkowski, Mint portfolio manager, explains why investment process is the most reliable guide through the complex ever-changing terrain of financial markets… Imagine a child growing up in communist Poland in the 80s. Picture the grand, yet ultimately hollow, promises of five-year government plans that fizzled out before they could light any real fire… [Read More…]