Quarterly Commentaries

The investment team spend a lot of their time thinking about individual stocks, markets and all sorts of other related (or often unrelated) topics. These get filtered through the quarter with the (hopefully) more interesting ones making it into our quarterly commentaries. These can be found below - we hope you find them interesting reading.

  • April 2020

    Investment Commentary April 2020 This investment commentary contains the following articles: Quarter in review It's volatile COVID-19 panic A time to get excited That was a quarter for the record books. Read “It's volatile” for a market summary including a list of some of those records...
  • January 2020

    This investment commentary contains the following articles:    Quarter in review    NZ equity returns for the next decade?    Strategies to navigate the 2020’s   NZ primary sector investment...
  • October 2019

    Investment Commentary October 2019 This investment commentary contains the following articles:   Quarter in review A guide to contrarian investing The importance of luck (and recognising it)  Harvesting black swans   This quarter we give our opinion on the process for...
  • July 2019

    This investment commentary contains the following articles: Quarter in review Afterpay Capital Offence Adrian Orr is right to look at bank capital A narrative to take markets higher   This quarter we review a solid quarter for the funds in a particularly strong quarter for equity...
  • April 2019

    This investment commentary contains the following articles: Quarter in review Defining risk Risk parity – model or myth Future NZ Equity returns – revisited   This quarter we review a strong period for equities and bonds.  We then discuss the various definitions of market risk, and...
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