A playlist for the summer holidays

As 2022 draws to a close we look back on the turbulent last 12 months to see how markets are positioned for the year ahead. If we had to sum up 2022 in one word, it would be inflation. So the questions are has inflation peaked? Is it under control? And how will it affect 2023?

The term modern slavery is increasingly making an appearance in all walks of life, from journalist headlines, corporate releases, and of course in the investment world. What does it mean and how is it presenting itself in our societies? What does it mean to investors and what are we doing to combat it?

I have never been a fan of social media. And yes, I can hear the sniggers from my friends and peers, given I do post a lot of my thoughts and articles on it, and occasionally show my friends what I have been up to. 

Given the barrage of headlines citing decades of high inflation, investors are asking how best to invest in an inflationary environment? In order to assess the current environment, it’s worth distinguishing nominal versus real rates using some examples close to home for everyone. Before you yawn and click off, here are a couple of interesting stats.

Income-focused investors have had it tough in the post global financial crisis (GFC) era.

How wood working lessons helped solve a retirement planning problem.

Marek Krzeczkowski, Portfolio Manager and Henry Morrison-Jones, Investment Analyst at Mint Asset Management

With the days of lockdown hopefully now behind us and the threat of Covid becoming less alarming and disruptive, we thought it would be interesting to write about what the fund management team has taken from the Covid era.

When Mint began our journey on including ESG (Environmental, Social and Governance) factors into our process many years ago, a common question was often “Why would you, surely you are just reducing your investible universe and hence lowering performance?” As with any change from tradition, some probing questions should be asked, are we giving up value for values?

Mint Asset Management’s Head of Sales and Marketing, David Boyle, looks back on his hit-picks for the industry in 2021... and forward to another compliant year.

More than a year on since the first FMA ‘Great Debate’ where active investment scored a surprise win over passive, Mint Asset Management head of sales and marketing, David Boyle, reprises his role as MC in the sequel ‘Advice v DIY’, laying down the debating beat...

Fees have been in the spotlight recently but Mint head of sales and marketing, David Boyle, explains why we need to dig deeper to understand what is really stopping KiwiSaver members from saving...