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.


Key Financial Data for 2019

All data and information is current as at 5 December 2018

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Client Newsletter - The Generator Q4/18

Generation Wealth Management Newsletter

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Client Newsletter - The Generator Q3/18

Generation Wealth Management Newsletter

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Client Newsletter - The Generator Q3/18

Generation Wealth Management Newsletter

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Client Newsletter - The Generator Q2/18

Generation Wealth Management Newsletter

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Client Newsletter - The Generator Q4/17

Generation Wealth Management Newsletter

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Client Newsletter - March 2017

Generation Wealth Management Newsletter

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Client Newsletter - November 2016

Generation Wealth Management Newsletter

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Client Newsletter - September 2016

Generation Wealth Management Newsletter

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Client Newsletter - June 2016

Generation Wealth Management Newsletter

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Client Newsletter - March 2016

Generation Wealth Management Newsletter

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Your 2016 Smart Planning Financial Checklist

Version 1

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NZ Funds CIO Report Q4 2015

January 2016

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Client Newsletter - December 2015

Generation Wealth Management Newsletter

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Client Newsletter - September 2015

Generation Wealth Management Newsletter

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NZ Funds CIO Report Q2 2015

July 2015

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Client Newsletter - June 2015

Generation Wealth Management Newsletter

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NZ Funds CIO Reprt Q1 2015

May 2015

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Client Newsletter - March 2015

Generation Wealth Management Newsletter

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NZ Funds CIO Report: Q4 2014

January 2015

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Client Newsletter - December 2014

Generation Wealth Management Newsletter

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Client Newsletter - September 2014

Generation Wealth Management Newsletter

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Client Newsletter - June 2014

Generation Wealth Management Newsletter

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Client Newsletter - March 2014

Generation Wealth Management Newsletter

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Client Newsletter - November 2013

Generation Wealth Management Newsletter

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Client Newsletter - August 2013

Generation Wealth Management Newsletter Q3/13

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Client Newsletter - May 2013

Generation Wealth Management Newsletter Q2/13

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Client Newsletter - March 2013

Generation Wealth Management Newsletter Q1/13

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Client Newsletter - November 2012

Generation Wealth Management Newsletter Q4/12

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Market Commentary

Investing Insights - June 2012

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Market Commentary

Investing Insights - Balancing Return with Risk - May 2012

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Market Commentary

Investing Insights - August 2012

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Client Newsletter - September 2012

Generation Wealth Management Newsletter Q3/12

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Client Newsletter - May 2012

Generation Wealth Management Newsletter Q2/12

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Insurance Checklist

Checklist of Changes that may require notification to your Insurer

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Holiday Home Checklist

Supplement to March 2012 Newsletter

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Client Newsletter - March 2012

Generation Wealth Management Newsletter

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August 2011 Newsletter

Generation Wealth Management Newsletter

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Market Commentary

Reserve Bank's catch 22 means an inflationary future

25 May 2011

NZ Funds' CIO, Michael Lang, comments on the Reserve Bank's most recent survey of inflation expectations.

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May 2011 Newsletter

Generation Wealth Management Newsletter

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Market Commentary

Financial plans must protect against inflation

26 April 2011

NZ 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.

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Market Commentary

Investment manager warns of “subprime sovereign debt”.

08 September 2010

NZ 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.

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Market Commentary

No crystal ball for asset classes - By David Wilson, Principal and Investment Strategist at NZ Funds.

10 August 2010

Using 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.

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Market Commentary

Up 70 but feeling down - By Michael Lang, CIO of NZ Funds.

10 August 2010

Michael 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.

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Investment Research

A defensive strategy for share market investing - By Michael Lang, CIO of NZ Funds.

11 June 2010

Michael 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.

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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 2010

David 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.

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Market Commentary

Inflation-linked bonds set to soar after treasury raises inflationary forecasts

25 May 2010

We believe that rising inflation rates will boost returns of inflation-linked bonds.

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Market Commentary

Top picks for the coming decade - By Michael Lang, CIO of NZ Funds.

27 April 2010

Michael Lang gives his top investment picks which offer considerable upside over the coming decade.

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Market Commentary

Freightways - the recovery is in the mail - By Stephen Bennie, Principal and Senior Portfolio Manager at NZ Funds.

27 April 2010

Stephen Bennie believes that Freightways remains well positioned to benefit from an economy that is slowly returning to growth.

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Market Commentary

Air new zealand - ready for takeoff? - By Michael Lang, CIO of NZ Funds.

27 April 2010

Michael Lang expects Air New Zealand's share price to climb to a higher altitude.

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Market Commentary

The warehouse bonds - not everyone gets a bargain - By Mark Brooks, Principal and Head of Income at NZ Funds.

26 April 2010

Mark Brooks comments that the new bond issue from The Warehouse is not as 'safe' as it may first appear.

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Market Commentary

Mainfrfeight - changing gear? - By Stephen Bennie, Principal and Senior Portfolio Manager at NZ Funds.

26 April 2010

Stephen Bennie expects Mainfreight's earnings to improve over the near term from the momentum of a turning domestic and global economy.

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Investment insight

Where to begin when investing in global shares - By Michael Lang, CIO of NZ Funds.

03 March 2010

Global 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.

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Market Commentary

Agricultural investors set to reap rewards - By Michael Lang, CIO of NZ Funds.

28 February 2010

Commodities 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.

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Market Commentary

Commodities: the asset class for the tens - By Michael Lang, CIO of NZ Funds.

26 February 2010

 Michael Lang examines past asset returns and shows that investors shouldnot be financially dependent on the returns from any one asset class.

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Investment Research

Investing in utilities - By Daniel Frost, Principal and Senior Portfolio Manager at NZ Funds.

18 February 2010

This 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.

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Investment Insight

Investing for yield - By David Wilson, Principal and Investment Strategist at NZ Funds.

05 February 2010

David Wilson provides an alternative strategy for those investors who have invested in New Zealand corporate bonds.

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Investment Insight

New Zealand high yielding shares - an attractive place to be - By Nick Dravitzki, Portfolio Manager at NZ Funds.

05 February 2010

Nick Dravitzki looks at the current 'win-win' situation offered by New Zealand high yielding shares.

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Investment Insight

GOLD - By Michael Lang, CIO of NZ Funds.

05 February 2010

Michael Lang illustrates why gold should be only invested in rare cases during times of high inflation or investor panic.

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Market Commentary

Utilities picked as hot stock in 2010 - By Michael Lang, CIO of NZ Funds.

04 February 2010

Utilities offer an investment opportunity for conservative investors looking for stable returns.

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Market Commentary

Fonterra's bonds issue solid - By Mark Brooks, Principal and Head of Income at NZ Funds.

29 January 2010

Mark Brooks believes Fonterra's capital structure changes and improving commodity prices will make its bond issue attractive to investors.

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