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Coronavirus world, economic outlook and investments.

This is a newsletter that was sent out on Monday May 11th 2020, to Moneyworks Financial Planning and Investment Clients that we work with on an ongoing basis.  It has quite a lot of interesting information, so we thought we would share it with you this month.The fancy f...
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Dart Throwing Monkeys - can they do better than active investment managers?

In December 2019, Kiwi Wealth released a research report analyzing the actual returns of tracking ‘passive’ investment funds, versus random ‘dart throwing monkeys’ versus ‘active’ investment management. The research confirmed what we have known all along, which i...
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How does using an adviser add 5% to your annual returns?

Research recently carried out in New Zealand by Russell Investments, recently confirmed the findings in the USA and Australia, that using an adviser can add 5.2% pa to a clients portfolio returns. There are three areas that advisers make a difference to their clients investm...
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Asia - the powerhouse

July 31, 2019
In the investment newsletters and presentations that we have read and attended over the last 5 months, the current issues of 'big brother monitoring' in China has been addressed on a regular basis. Basically, China has extended its historic approach to 'watching out' for th...
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Unless it is supported by facts. “No one is interested in your opinion - unless it is supported by facts.” ...
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Over the last 6 months it has been pretty much impossible to escape the media commentary on housing in the Auckland region. Most commentaries acknowledge that the source of the problem is a lack of supply of properties, and there are now calls to turn the council owned golf...
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The last four weeks have seen volatility in international and New Zealand investment markets.  Markets have been increasing and decreasing in value from one day to the next. The triggers for these recent market changes have included 1. The Chinese share-market fall, slow ...
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Over the last few weeks, we have seen turbulence in investment markets as a result of the Greek impasse, the over-exuberance of the Chinese sharemarket and the fall in the oil price. This turbulence reinforces the importance of financial planning, having your investments in...
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