The future of wealth is shaped by a new generation of investors – bringing new thinking, expectations, and standards. Across this four-part series, Harbour delves into the evolving landscape and strategies for generating customer value, poised to be the primary catalyst for both present and future transformations in the sector. In part three, Senior Credit… [Read More…]
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Comvita – case study of a climate action leader to watch
Mint Asset Management portfolio manager, David Fyfe, explains the buzz around Comvita… Volatility in markets has continued to make for challenging times for investors. As an active manager, this gives the investment team at Mint plenty of opportunity to search out some great ideas. Not all investment ideas need to be big blockbusters, as… [Read More…]
The Future of Wealth: Part two
The future of investing: bridging the gender gap The future of wealth is shaped by a new generation of investors – bringing new thinking, expectations, and standards. Across this four-part series, Harbour delves into the evolving landscape and strategies for generating customer value, poised to be the primary catalyst for both present and future… [Read More…]
The Future of Wealth
The future of wealth is shaped by a new generation of investors – bringing new thinking, expectations, and standards. Across this four-part series, Harbour delves into the evolving landscape and strategies for generating customer value, poised to be the primary catalyst for both present and future transformations in the sector. In part one, Harbour chief,… [Read More…]
Diversification: Markowitz’s greatest gift
Mint Asset Management portfolio manager, Marek Krzeczkowski, and senior investment analyst, Ryan Falls, celebrate the diversified teachings of Harry Markowitz… It was a sad day for the world of Economics and Finance when it was announced in June that Harry Markowitz had passed. Hailed as the ‘Father of modern portfolio theory’, Markowitz won the… [Read More…]
The AI revolution – what’s next for the financial services industry?
Mint Asset Management compliance manager, Gina Delgado, casts a human eye over AI and its impact on financial services… Artificial intelligence (AI) encapsulates a broad and diverse technology within the financial services industry. From chatbots and robo-advisors to automated mortgage underwriting and identity verification biometrics, there is no doubt that AI is transforming how… [Read More…]
A golden period for private credit
William Wong, Chief Investment Officer, iPartners Funds Management, explains why private credit is having its time in the sun… We believe market conditions are highly favourable for private credit. As one of the leaders in alternative investments, we at iPartners are fortunate to be able to take full advantage of the current capital constrained… [Read More…]
The power of diversification: expanding the investor toolkit
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…]
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…]