Rio Tinto has a caused a stir among electricity gentailers this week. What it might mean for Meridian going forward.

It's easy for investors to be allured by high-dividend yields, particularly in the current low interest rate environment; but it pays to be wary. 

Pathfinder's new CareSaver KiwiSaver Scheme is the first actively managed KiwiSaver fund to assess and report the carbon intensity of its portfolio; Here's how it's going.

New Zealanders have strong and clear opinions about where our money is invested, and not supporting the manufacture of nuclear weapons is right at the top of the list. Our country has a long and proud anti-nuclear weapon history.

The IPO of medicinal cannabis company Cannasouth has broken a 2-year listing drought for the NZX. Unfortunately, for NZX investors we are not impressed by the latest listing on the market, which we see as a speculative pre-revenue business that was highly priced.

In the financial world, a great many asset allocation decisions are made using the Modern Portfolio Theory (MPT), but what about Behavioural Finance? Karl Geal-Otter investigates.

When Xero delisted from the NZX, it was truly a sad day for the NZ market. While we have other great success stories such as Ryman Healthcare, and more recently A2 Milk, Xero was a great example of a Kiwi company competing in the technology space and experiencing success on the global stage.

Another fast start to the year in financial markets. Following a disappointing end to 2018, equity markets rallied during January, with the MSCI World finishing the month up 7.7% (in USD terms).

Investing: What’s your optimum weight?

Globally Environmental Social and Governance factors are having a growing impact on how we invest, as asset managers, we now must go beyond just considering the short-term bottom line.

“Corporate cocaine”, “sugar high for corporations”, and “stock price manipulation” – all phrases media use to describe share buybacks. In a buyback, a corporation buys its own shares, often in the open market but sometimes through a tender process.

Responsible investment is the topic du jour in the global investment world.

Responsible investment is the topic du jour in the global investment world. Unfortunately, in New Zealand, the focus is largely on only one part - “Negative” exclusions.

Stress testing is a key element in risk management for portfolio managers. It is also a Financial Markets Authority (FMA) requirement for fund managers in New Zealand, although they don’t specify exactly what form these tests should take or how often they should be applied.

The story of the year was really how little global markets reacted to key events.

All financial advisory businesses will begin a mandatory licensing process, but do not fear, the FMA comes in peace, John Berry says. In the first of two-part commentary he shares his views on what to expect and how to prepare for change.