NEWSLETTER
Our Newsletter
NEWS
KiwiSaver: Important versus urgent
President Eisenhower’s renowned principle, known as the Eisenhower Matrix, uses levels of urgency and importance to prioritise workload. Tasks that are both important and urgent must take first priority. If a task is neither urgent nor important it should be shelved...
Navigating the inevitable
Your to-do list before and after losing a loved one Losing a parent is one of the most difficult things to deal with, especially if they are the last parent and meant the world to you. I can talk about this experience first-hand – recently I lost my mum. It can be...
No, the bond market is not signalling a recession
In recent months the abrupt signalling from key central banks about the removal of monetary stimulus has both increased volatility and raised questions about the global economy’s ability to withstand higher interest rates. A common question has been whether the US...
Defining a de facto relationship
Are you in or contemplating a de facto relationship? We are often asked questions around this topic and how it can impact your finances. Simpson Western recently produced this article which will help answer many of your questions. You may have heard that ‘Marriage is...
Milestone Fund Manager Insight Series – are Bonds really defensive?
MILESTONE FUND MANAGER INSIGHT SERIES Are Bonds really defensive?Since the COVID flash crash during February and March of 2020, equity markets have staged an incredible comeback well exceeding previous highs of the pre-COVID era. Most investors do understand that this...
Evergreen or is it Evergrande?
EVERGREEN OR IS IT EVERGRANDE? Market Correction Soothsaying. Do you need to listen? It was only a few months back we learned of the over-hyped story about a boat stuck in a ditch owned by Evergreen, the Ever Given. An important ditch nonetheless - the Suez Canal. Now...
Milestone Fund Manager Insight Series – Fixed interest investors could chase value, not yield
Chris Joye, founder & CIO of Coolabah Capital shares what he considers the big issue for those investing in Fixed Interest Fixed Interest investors could chase value, not yield Chris Joye believes investors face an existential challenge in cash and defensive asset...
What is Impact Investing? Is it different to ESG or RI Investing?
ESG Investing stands for Environment, Social and Governance. RI Investing stands for Responsible Investing. It is simply another term for ESG Investing that may not strictly observe all three of the ESG categories when investing. So what is Impact Investing? The focus...
2021 Market outlook
New Zealand is in recession, so why are so many in the finance industry so confident about the future? Fergus McDonald of Nikko Asset Management explains...2020 was a year of fear, anxiety, uncertainty and global economic defibrillation. Yet for investors it was also...
