Categories for Investment articles
Before You Invest
WE BELIEVE… that it’s best to adopt a sensible approach in planning your investments. This will enable you to select the right investments to meet your goals at the right time, with an acceptable level of risk along the way. But before you do this, you need to lay the foundations to look after yourself, Read more…
Just retired? Make the most of your nest egg with smart financial planning
For many people, retirement is their big goal. The endpoint of a lifetime of saving. The reward for years spent accumulating and investing. But what many may be surprised to discover is that, when you get there, the need for financial planning doesn’t go away. In fact, it can become even more important. Here are Read more…
Risk and Return
The relationship between risk and return is a concept that is often overlooked and misunderstood by investors. However, risk and return sits at the very heart of investing. All investments involve taking some risk. The risk of investing is essentially the chance of negative returns or receiving back less than you have invested. The potential Read more…
Chair’s Award
Pleased to be recognised at our advisers National Conference of the Institute of Financial Advisers (IFA). The certificate was awarded in recognition and appreciation of Paul Sewell for outstanding service and loyalty to the IFA and the financial services industry. IFA recognises the quiet achievers with this award. The volunteer who has dedicated their time, Read more…
The New Zealand Economy is solid….
World equity markets — despite a setback at the outbreak of acute tensions over North Korea — have continued to make progress as the world economy continues to improve, particularly in the eurozone and Japan, and building on ongoing growth in the United States. Bond markets have also been encouraged by signs that central banks Read more…
Why so much interest in negative bond yields?
19 Jul, 2016 Categories: Economy, General, News I thought I had experienced everything as an emerging markets investment manager in Europe but negative yielding government bonds are a totally new phenomena. Very simply, when you buy a bond with a negative yield you are paying someone to hold your money. Effectively you get back less Read more…
Happy Birthday to an unloved Bull
There’s a saying that bull markets don’t die of old age. That’s a good thing because the current bull market, which celebrated its seventh birthday last week, is positively elderly. Seven years doesn’t sound that old, but the rally that world share markets have enjoyed since March 9, 2009 is the third longest (or oldest) Read more…
The willpower to withstand
If you’ve been paying attention to world markets in the last six weeks, you’ll know it hasn’t been a fun time. World markets are all down, and some have fallen by more than 20 per cent, taking them into official “bear market” territory. The good news is the worst declines — touch wood — happened Read more…
A reassuring article about Greece for Investors
July 8, 2015 Greece is the Word Jim Parker The world’s markets and media financial pages have been consumed by a single issue in recent weeks—the stand-off between debt-laden Greece and its international lenders over the conditions of any further bailout. For investors everywhere, both of the large institutional kind and individual participants, the Read more…
Market Views From Paul Sewell
Markets have performed well year to date, especially in Europe and Japan. The New Zealand economy is still in robust health and recent official data is also showing ongoing growth. We have been more positive than most on the global economic outlook. We believe we have seen the low in European bond yields and that we Read more…