Risk management – balancing risk and opportunity

This year has been a very rewarding time to be an investor. Global share markets have risen by over 20% since January. When times are this good, it can be easy to lose sight of all the decisions that guided how you got there. Risk management is the hidden gem that often goes unnoticed in your portfolio. This is particularly true when performance is positive.

So, leading into the Christmas period, when we have time to reflect on the year, it’s a good time to think about your portfolio and how your risk is managed. Click here to read more. 

Share markets are at record levels! Shouldn’t I sell??

The first eight months of 2017 have seen global markets continue to go up at a surprisingly consistent rate. However, most investors, particularly those in growth or high growth investments, will be aware that equity markets rarely experience such blissful performance without some form of volatility. This has led many commentators to opine that markets are at record levels and therefore they are primed for a significant sell off. While in growing markets, corrections happen from time to time, they are healthy part of market cycles, and history suggests that record highs are not as uncommon as many investors think.

Spot the Difference: What Defines an Emerging Economy?

In global markets the terms “emerging markets” or “emerging economy” are used broadly to describe countries that have lower income levels per citizen and generally experience a lower standard of living compared to a “developed” country. China has been the poster child for emerging economies over the past 25 years, as the country has seen massive growth and changes in its economy: GDP has grown from US$360 billion in 1992 to over US$8 trillion today.

Responsible investing more than just negative screening

By Rebekah Swan

It’s great to see that more and more New Zealanders are embracing the concept of responsible investing, with record growth in this type of investment over the past year. This is the finding of the latest Benchmark Report released by the Responsible Investment Association Australasia (RIAA) which showed ‘core’ responsible investment in New Zealand increased from $1.6 billion in 2015 to $42.7 billion at the end of 2016.

Simon O’Connor, CEO of RIAA, also shared some Morningstar data which showed that sustainable investment globally has increased from $18 trillion to $23 trillion between 2014 and 2016. That means around a quarter of all professionally managed assets globally are done so with some form of sustainable focus. Click here to read more. 

From the desk: Comments on Fed hike and NZ GDP numbers

Bevan Graham, AMP Capital, 15 June 2017

Two key pieces of economic news out this morning with the US Fed raising its benchmark interest rate and March-quarter GDP growth numbers for New Zealand released. Watch the video for my thoughts.

Click here to watch the video. 

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