Andy Morris spoke with Investment News New Zealand on the launch of the NZAM Kapstream Absolute Return Income Fund.
NZAM and Kapstream partner to offer global absolute return fixed income to New Zealand investors for the first time.
On Inauguration Day, the 45th President of the United States, was sworn into office. Trump represents change and is the first populist US president since Andrew Jackson in 1829. This said, politics matter very little to markets.
NZAM is excited to announce that you can now invest into NZAM Global Growth through the Craigs Investment Partners – Craigs KiwiSaver Scheme.
Interest rates are the primary tool in Central Banks toolkit to bounce back from recessions. As far back as the data goes, the US Fed has always lowered interest rates during recessions.
President Obama wrote for this week’s Economist discussing “the crucial areas of unfinished business in economic policy” the next president will need to tackle and then questioned the rise of “crude populism” which promises to return the country to the past. We thought it was time to investigate this rise of populism and how it has evolved.
Tuesday’s US presidential Clinton Trump debate saw a fresh line of attack. Trump questioned the competence and political independence of the Federal Reserve and had a stinging critique of the US economy and markets as being a “big, fat, ugly bubble”. What can New Zealanders expect from a Trump presidency?
Secretary Clinton’s criticism of Trump’s tax plans as re-hashed “trickle down” theory, it is arguably the Federal Reserve that has been the most enthusiastic proponent of this, via their implicit targeting of asset prices. Meanwhile, any disorderly “lifting of the lid” on the shortcomings of central bank policies is likely to help rather than hinder NZAM portfolios. The implication is that NZAM investors have little to fear from a Trump presidency.
Negative interest rates: A guarantee of losing money on your investment? This bizarre concept has grown exponentially since it was first presented by several of Europe’s central banks in 2014. This was introduced in an effort to stimulate growth and quickly gained traction with global central banks – now over 34% of developed sovereign bonds […]
NZAM’s Chairman, Sir John Anderson, has been named INFINZ’s inaugural Distinguished Fellow in recognition of his significant contribution to INFINZ and the broader capital markets industry and New Zealand society.
Our Senior Research Analyst, James Caughey, was quoted in Nevil Gibson’s latest NBR article – ‘High risks as yields rise’.