REPORTS, COMMENTS AND INSIGHTS

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WORLDVIEW

9 April 2021

Bevan Graham

Salt’s economist Bevan Graham discusses the latest global economic forecasts from the International Monetary Fund.

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WORLDVIEW

26 March 2021

Bevan Graham

Salt’s economist Bevan Graham discusses this week’s housing policy announcement from the New Zealand Government

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INSIGHT

17 March 2021

China Rebounding Strongly

Salt Economist Bevan Graham takes a look at some of the recent activity data out of China.  The Chinese economy is recording spectacular growth rates off the low base of last year.  That said, challenges remain as the leaderships seeks to reorient the economy towards greater consumption to create a more prosperous society.

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WORLDVIEW

2 March 2021

Bevan Graham

Bond yields have risen sharply over the last few weeks, reflecting the improving global growth outlook and rising inflation expectations.  Central banks will be ok with this, but only up to a point.  Share markets have been rattled, but equities will be ok if the rise in yields is slow and accompanied by a rise in earnings.

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GLOBAL EQUITY OBSERVER

Insta-engagement

Effective engagement needs time. Expecting instant results from an engagement is as senseless as expecting instant alpha. Just as we look for steady and consistent growth in the companies we own, we value steady and consistent improvement in their approach to environmental, social and governance (ESG) issues over zigzagging in policy to satisfy short-term appetites and box-ticking. 

WORLDVIEW

1 April 2021

Bevan Graham

Salt’s economist Bevan Graham discusses President Biden’s American Jobs Plan

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WORLDVIEW

19 March 2021

Bevan Graham

Salt’s economist Bevan Graham shares his views on this weeks NZ December quarter GDP result and the March statement from the US Federal Reserve.

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WORLDVIEW

11 March 2021

Bevan Graham

Salt’s economist Bevan Graham shares his observations on some of the recent local economic releases and what they mean for the economy overall.

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GLOBAL OUTLOOK

21 February 2021

Aspiring to a better normal

The COVID pandemic is an event that has taken a considerable human, social and economic toll around the world.  The economic and social scars will likely persist for many years.

© 2021 Salt Funds Management. 

Auckland, New Zealand.

info@saltfunds.co.nz
+64 9 967 7276

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