GoodReturns | NZ’s financial adviser news-item centre

[GRTV] Tiger FinTech’s Greg Boland on market shifts and NZX struggles

Credit where credit’s due

The past couple of years have been challenging for domestic bond investors. The Bloomberg NZ Bond Composite 0+ Yr Index declined approximately 6% in 2021 and 7% in 2022. However, in 2024, declining interest rates led to a strong recovery in bond returns, reaffirming the importance of bonds in a well-diversified portfolio.

Mon, Feb 24th 2025 10:28AM

Strategic versus Tactical Allocation

5 min read

A bit of volatility

4 min read

Election Cycles and Investment returns

5 min read

US Equities – simply momentum or something more fundamental

The momentum run in the US market continues to be very strong. It resembles in many ways the peak rally in 1999 to early 2000, just before the “dot com” crash.

7 min read

US Equities – simply momentum or something more fundamental

Stock picking: deciphering what’s signal and what’s noise

Investment markets are forward looking.

4 min read

Stock picking: deciphering what’s signal and what’s noise

Building active portfolios, building conviction levels

Octagon looks to enhance the returns for our customers by being an active manager in the markets we invest in. This means, by definition and style, we are not passive investors who simply buy the index or the sector, rather we apply a disciplined process that allows the Octagon portfolio managers to identify when and why an asset is mispriced, and take advantage for our clients.

5 min read

Building active portfolios, building conviction levels

Active versus Passive Investment Management

Octagon Asset Management (Octagon) as an active investment manager and we aim to deliver superior investment returns by being active (as opposed to passive).

5 min read

Active versus Passive Investment Management

Octagon Asset Management

Stories written by multiple reporters.

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