Investment Ideas and Articles
NZ Funds Managed Portfolio Service coordinating manager NZ Funds Management continually researches wealth management strategies and asset class returns. This section provides published excerpts from this research.
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Market Commentary
Reserve Bank's catch 22 means an inflationary future
25 May 2011NZ Funds' CIO, Michael Lang, comments on the Reserve Bank's most recent survey of inflation expectations.
Market Commentary
Financial plans must protect against inflation
26 April 2011NZ Funds' CIO, Michael Lang highlights that all investors should be concerned about the impact of inflation, providing guidance on ways to inflation-proof a portfolio.
Market Commentary
Investment manager warns of “subprime sovereign debt”.
08 September 2010NZ Funds' CIO, Michael Lang, warns that wherever you see a financial crisis, you also see a subsequent boom in government indebtedness which generally leads to a sovereign debt crisis.
Market Commentary
No crystal ball for asset classes - By David Wilson, Principal and Investment Strategist at NZ Funds.
10 August 2010Using an analysis of asset class returns over the past 50 years, David Wilson demonstrates that every asset class has had both periods of strong performance and periods of disappointing performance. David then elaborates on a strategy that limits the adverse impact if a single asset class underperforms.
Market Commentary
Up 70 but feeling down - By Michael Lang, CIO of NZ Funds.
10 August 2010Michael Lang, explains the 'ugly maths of finance' exposing the fact that, for most New Zealanders, it is more important that they avoid big losses than enjoy big gains.
Investment Research
A defensive strategy for share market investing - By Michael Lang, CIO of NZ Funds.
11 June 2010Michael Lang discusses an investment approach predicated on three cornerstone principles, that allows investors to participate in share markets as they rise, while providing them with some protection when significant market corrections occur.
Market Commentary
Inflation set to cut investors funds by half over 10 years - By David Wilson, Principal and Investment Strategist a NZ Funds.
30 May 2010David Wilson believes that in almost all inflation scenarios, clients should be better off investing in inflation-linked bonds than if they invested in term deposits.
Market Commentary
Inflation-linked bonds set to soar after treasury raises inflationary forecasts
25 May 2010We believe that rising inflation rates will boost returns of inflation-linked bonds.
Market Commentary
Top picks for the coming decade - By Michael Lang, CIO of NZ Funds.
27 April 2010Michael Lang gives his top investment picks which offer considerable upside over the coming decade.
Market Commentary
Freightways - the recovery is in the mail - By Stephen Bennie, Principal and Senior Portfolio Manager at NZ Funds.
27 April 2010Stephen Bennie believes that Freightways remains well positioned to benefit from an economy that is slowly returning to growth.
Market Commentary
Air new zealand - ready for takeoff? - By Michael Lang, CIO of NZ Funds.
27 April 2010Michael Lang expects Air New Zealand's share price to climb to a higher altitude.
Market Commentary
The warehouse bonds - not everyone gets a bargain - By Mark Brooks, Principal and Head of Income at NZ Funds.
26 April 2010Mark Brooks comments that the new bond issue from The Warehouse is not as 'safe' as it may first appear.
Market Commentary
Mainfrfeight - changing gear? - By Stephen Bennie, Principal and Senior Portfolio Manager at NZ Funds.
26 April 2010Stephen Bennie expects Mainfreight's earnings to improve over the near term from the momentum of a turning domestic and global economy.
Investment insight
Where to begin when investing in global shares - By Michael Lang, CIO of NZ Funds.
03 March 2010Global shares can potentially deliver on all three fronts that the average New Zealander requires from their investments - inflation protection, income and capital gains. Michael Lang details an approach to investing in this versatile asset class.
Market Commentary
Agricultural investors set to reap rewards - By Michael Lang, CIO of NZ Funds.
28 February 2010Commodities are likely to be one of the best performing asset classes over the next ten years, but they are also likely to be one of the most volatile.
Market Commentary
Commodities: the asset class for the tens - By Michael Lang, CIO of NZ Funds.
26 February 2010Michael Lang examines past asset returns and shows that investors shouldnot be financially dependent on the returns from any one asset class.
Investment Research
Investing in utilities - By Daniel Frost, Principal and Senior Portfolio Manager at NZ Funds.
18 February 2010This paper looks at why utilities are a compelling investment opportunity and how the investment appeal of this sector can be improved by carefully designing an investment strategy that includes a capital protection strategy that reduces drawdowns when fear grips the market.
Investment Insight
Investing for yield - By David Wilson, Principal and Investment Strategist at NZ Funds.
05 February 2010David Wilson provides an alternative strategy for those investors who have invested in New Zealand corporate bonds.
Investment Insight
New Zealand high yielding shares - an attractive place to be - By Nick Dravitzki, Portfolio Manager at NZ Funds.
05 February 2010Nick Dravitzki looks at the current 'win-win' situation offered by New Zealand high yielding shares.
Investment Insight
GOLD - By Michael Lang, CIO of NZ Funds.
05 February 2010Michael Lang illustrates why gold should be only invested in rare cases during times of high inflation or investor panic.
Market Commentary
Utilities picked as hot stock in 2010 - By Michael Lang, CIO of NZ Funds.
04 February 2010Utilities offer an investment opportunity for conservative investors looking for stable returns.
Market Commentary
Fonterra's bonds issue solid - By Mark Brooks, Principal and Head of Income at NZ Funds.
29 January 2010Mark Brooks believes Fonterra's capital structure changes and improving commodity prices will make its bond issue attractive to investors.
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