Bonds are a return-free risk

NZAM’s Greg Peacock (Head of Research) recently featured in the Sunday Star Times highlighting the significance of Alternative Investments in the current climate. The year 1994 won’t go down in history as a particularly auspicious one. Nelson Mandela’s inauguration as South Africa’s first black president was genuinely momentous; Kapil Dev overtaking Sir Richard Hadlee as […]

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NZAM appoints Angus Dale-Jones as Head of Compliance

New Zealand Assets Management has appointed Angus Dale-Jones as Head of Compliance. He has stepped into the role after 18 months at NZAM in a consulting role. Dale-Jones has built an impressive career in compliance that includes over 17 years at the Australian Securities and Investments Commission (ASIC), four of which were spent as Regional […]

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A Tale of Two Cities

Alan & Greg recently returned from an interesting week in Tokyo and Hong Kong. We can’t help but form opinions about economic trends on our travels, but we understand that the financial districts of London and New York in particular aren’t a true reflection of the wider economies. Whilst the UK looks just fine from […]

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International Manager Road Trip Review – April/May, 2013

Fresh from a visit to the financial epicentres of the UK and the US, NZ Assets Management ‘NZAM’ head of research, Greg Peacock, shares insights on three emerging international market themes likely to encourage New Zealand based investors with offshore exposures. “This time it’s different” are usually the four most dangerous words in financial markets. […]

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The Index Folly

“Looking solely at outcomes to measure the merits of an investment decision is plain wrong” There are fundamental flaws in the way people evaluate market performance. Traditionally, market performance is evaluated by use of an index but it is important to understand that indices suit the traditional funds management industry very well. By constructing portfolios […]

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NZAM Markets Update – March 2013

We find ourselves in early 2013 thinking about whether recent investor optimism is warranted. The New Zealand equity market has been performing very well for a while now and most global markets are also doing nicely. We usually have a healthy balance between optimists and sceptics here at NZAM and it is notable that even […]

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Gici clinical trial gets go ahead with a little help from NZAM

NZAM has helped to fund a campaign to enter 40 New Zealand patients into the Short Course Oncology Trial (SCOT) for the Gastrointestinal Cancer Institute, (GICI). The SCOT trial aims to find the definitive answer to the question: can patients with bowel cancer be treated as effectively with 12 weeks chemotherapy instead of 24 weeks? The […]

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Australian Analyst’s Seal of Approval

Dear investors, Investment research firm Zenith Investment Partners recently put our offshore institutional NZAM Global Fund through its rigorous analysis process and I wanted to share with you some of their findings. The team and I are pleased to say that Zenith gave us a glowing assessment and the Australian company is now recommending the […]

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Pragmatism is the new black

New Zealand investors need offshore investments to diversify risk but they also want attractive returns without the volatility, says Greg Peacock. No investment decision is ever simple for New Zealanders but at least domestic equities or other instruments have the virtue of being a known quantity. They are familiar and the risks are relatively well […]

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