Mint Asset Management portfolio manager, Marek Krzeczkowski, and senior analyst, Ryan Falls, consider the alternatives… The general investing rule of thumb is that in periods of negative equity market returns, your bond portfolio offers you protection. Not so in 2022. Last year, global equities[1] fell 18.4% and global bonds[2] fell 17.5%. For investors in… [Read More…]
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Betashares introduces local range of innovative investment solutions
Leading fund manager Betashares has complemented its pioneering ETF range with a new suite of unlisted index-tracking NZ funds, offering investors and their advisers a convenient, tax-efficient way to construct core portfolio allocations to equities and fixed income. Betashares’ new index-tracking funds are now available Betashares’ new range of PIE funds are now open… [Read More…]
7 Reasons Why You Need a Digital Advice Process
Digital solutions have been embraced by industries worldwide including the financial advice industry. But those yet to implement a digital financial advice process may wonder why they should bother if their current process works for them. The time and effort required to set up a digital advice process can often be seen as a barrier… [Read More…]
The big squeeze
Technical recession lights may be flashing but Kirsten Boldarin, Mint Asset Management head of distribution, says the NZ economy should hold tight through the turbulence… First quarter GDP data released in June showed that the New Zealand economy has fallen into a technical recession. But technical recession or not, the economy does seem to… [Read More…]
The new KiwiSaver: how providers are doing more with less
KiwiSaver providers are finding new ways to meet more stringent regulations and tackle rising competition, says Bravura Solutions Head of Sales & Account Management NZ, Tim Bakkenes. The $90 billion KiwiSaver market is being transformed. A shakeup of the default scheme membership has directly affected more than 300,000 members, while the regulator is demanding… [Read More…]
ACI Funds: Opening the door to evidence-based investment options
No one wants to turn away prospective clients. With the historic lack of suitable financial products, it is inevitable that a portion of would-be Kiwi investors are finding themselves locked out of countless investment options. There’s a cost (both in time and money) associated with setting up and maintaining traditional wealth investment options. That’s why… [Read More…]
Are Kiwis recession-ready?
Mint Asset Management head of sales and marketing, David Boyle, gives the downlow on Kiwi saving ideas as a downturn looms… The last material recession in New Zealand was in 2008. Interestingly, going by the Reserve Bank of NZ, the average floating mortgage rate back in January 2008 was 10.57% and you could get… [Read More…]
Merx Wholesale 1 PIE Fund: Investing alongside our investors
Merx has offered business and property lending solutions for over ten years, and more recently launched a wholesale investment fund. Managing Director Andrew Dunning shares the backstory to the Merx Wholesale 1 PIE Trust and what it offers wholesale investors. As long time investors ourselves, some time ago we started exploring the ‘ideal’ debt… [Read More…]
Valuation methods are in the eye of the beholder
Sam Arcand, Mint Asset Management investment analyst, holds the discounted cash flow metric up to the light… Mr Market[1] has been particularly indecisive of late, with price volatility sucking up a lot of investors’ attention. As an active manager focused on generating risk-reward outcomes better than the overall market, we at Mint believe that… [Read More…]
Cracking the responsible investing code
Rachel Tinkler, Head of Responsible Investment at Mint Asset Management talks us through the role and benefits of responsible investment in our business, and how it affects our investors and as an industry… What is the role of responsible investment at Mint? At Mint, we place a strong emphasis on risk management. Responsible investment is… [Read More…]