Investment Commentary July 2020
This investment commentary contains the following articles:
- Quarter in Review
- When does too much of a good thing break bad
- We Work (at home)
- The Drive to Invest
Another quarter for the record books, this time on the upside. In our first article this quarter we take a closer look at the S&P/NZX 50 and discuss how in recent times it has become skewed to a small number of large companies. Then we look at how the office working experience may have changed for good as a result of recent lockdowns. Finally, in “The Drive to Invest” we look at two very different companies that both make cars.
Disclaimer: The following commentaries represent only the opinions of the authors. Any views expressed are provided for information purposes only and should not be construed in any way as an offer, an endorsement, or inducement to invest. All material presented is believed to be reliable, but we cannot attest to its accuracy. Opinions expressed in these reports may change without prior notice. Castle Point Funds may or may not have investments in any of the securities mentioned. Product disclosure statements, issued by Castle Point Funds Management Limited, can be found at www.castlepointfunds.com/investor-documents.