Mint Asset Management senior equities analyst, Michael Kenealy, looks for solid answers to inflationary questions… Given the barrage of headlines citing decades of high inflation, investors are asking how best to invest in an inflationary environment? In order to assess the current environment, it’s worth distinguishing nominal versus real rates using some examples close… [Read More…]
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History may not repeat but it can rhyme
Is it the 70s all over again, or the 80s updated? Mint Asset Management chief investment officer, Anthony Halls, says past comparisons are so over-rated… At the start of this year, we asked the question “Is the inflation genie out of the bottle”? Looking back over the last six months, the short answer is… [Read More…]
How do we improve the retirement gap for women?
Mint Asset Management head of sales and marketing, David Boyle, applies some joined-up thinking to help reduce the gender retirement savings gap… It’s a fact that when I was at school woodwork was not my forte. What made things worse, my father was a highly skilled cabinet maker and carpenter. He spent many hours… [Read More…]
Why timing the market is a fool’s game
Marek Krzeczkowski, portfolio manager and Henry Morrison-Jones, investment analyst at Mint Asset Management, put market timing in its place… During bouts of market volatility, we often get questions from our clients about what changes we have made to our funds and whether it is a good idea for them to try and time the… [Read More…]
An active investment manager’s lockdown toolkit: impacts, learnings and benefits
Mint Asset Management portfolio manager, John Middleton, zooms in on how NZ fund managers have adapted to the new reality after two years of Covid disruption… With the days of lockdown hopefully now behind us and the threat of Covid becoming less alarming and disruptive, we thought it would be interesting to write about… [Read More…]
Join the club: financial wellbeing for women
Rebecca Thomas, Mint chief executive chief officer, explains why women need financial confidence – and how to get it… A report on Financial Wellbeing of Women, released in December 2021 by the Financial Services Council (FSC), revealed that perceived confidence, preparation and investment literacy among women when it comes to their finances is low…. [Read More…]
Ensuring good customer outcomes
OMNIMax Managing Director, Jonathan Taylor and Pauline Davis, Head of Technology for the BNZ Wealth Business, have a quality conversation about OMNIMax OMNIEngage – the digital solution keeping advisers and clients on the same page… There has been a lot of talk around the code of conduct focusing on good customer outcomes and meeting… [Read More…]
Here to stay: why responsible investing is not a fleeting fad
David Fyfe, portfolio manager of the Mint Asset Management New Zealand SRI Equity Fund, plots the past, present and future of ESG investing… When Mint began our journey on including ESG (environmental, social and governance) factors into our process many years ago, a common question was often: “Why would you, surely you are just… [Read More…]
Is the inflation genie out of the bottle?
In a stark case of ‘be careful what you wish for’, back in 2020 inflation was below central bankers target ranges, and they were asking their governments to loosen the fiscal purse strings to help get things going again. Fast forward to now and inflation around the world is above most central bank’s target ranges,… [Read More…]
Classic hits of 2021 revisited (plus all the new releases)
Mint Asset Management head of sales and marketing, David Boyle, looks back on his hit-picks for the industry in 2021… and forward to another compliant year. Someone a lot smarter than me once advised me: “Boyle sometimes you need to look back to go forward.” And while I have been in a rush to say… [Read More…]