NEWS
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?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? 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
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...
What is ESG Investing?
Environmental Social GovernanceESG is a set of minimum standards, benchmarks and acceptable industries that a fund manager will abide by in making investment decisions. Essentially its purpose is to screen out certain investments, be they bonds or shares, loans or...
Sage Advice: One tip at a time
Richard Holden, Founder and Principal of Milestone in Christchurch shares some of his top tips."My other piece of advice, Copperfield" said Mr Micawber "You know, annual income twenty pounds, annual expenditure nineteen pounds nineteen and six, result happiness....
Did You Know?
Bonds under-perform stocks the longer you stay invested. This table reminds us of a key foundation of investing. Time frames are crucial in figuring out what to invest in. Long term, stocks win. Need some of your money to spend inside a few years, then cash is king,...
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