More inflation, less earnings: why investors shouldn’t skimp on quality
Bruno Paulson: Morgan Stanley portfolio manager Pioneer of the modernist architecture movement, Ludwig Mies van der Rohe, would’ve loved...
Search
Greg Fleming
- Jul 18
- 2 min
Cash out, bonds (slightly) better as Salt seeks shelter in all-weather shares
Greg Fleming: Salt Head of Diversified Funds Salt Funds Management still favours equities over cash or bonds despite a sharp negative...
Salt Funds Management
- Dec 10, 2021
- 1 min
Winner and Finalist
We are delighted to have been recognised in the 2021 Research IP awards as Boutique Fund Manager of the Year. This is a great endorsement...
Salt Funds Management
- Oct 18, 2021
- 10 min
ESG investing: Passing fad or agent for change?
Investment in companies with high environmental, social and corporate governance (ESG) standards is gathering pace.
Salt Funds Management
- Oct 15, 2021
- 4 min
Investors eye carbon credits
Oliver Lewis Senior Journalist: BusinessDesk Mon, 11 Oct 2021 Retail investors are becoming increasingly interested in carbon funds, a...
Sonya Fynmore
- Sep 13, 2021
- 2 min
RIAA names Salt as Responsible Investment Leader
The Responsible Investment Association Australasia (RIAA) recently released its annual benchmark report for New Zealand based on 47...
Bevan Graham, Economist
- Aug 17, 2021
- 6 min
Inflation and its structural forces
The big debate of 2021 has been the extent to which recently higher inflation would prove transitory...
Bevan Graham, Economist
- Jun 8, 2021
- 6 min
Stimulus galore, but can the labour market deliver?
By Bevan Graham The New Zealand economy is recovering well. Activity indicators continue to surprise on the upside, the unemployment rate...
Salt Funds Management
- Mar 30, 2021
- 3 min
Market close: Energy stocks help sharemarket to small gain
The leading energy stocks Contact and Meridian powered into life to provide the New Zealand sharemarket with a small gain, though the...
Bevan Graham, Economist
- Mar 8, 2021
- 2 min
Salt economist warns on inflation shake-out
Bevan Graham has flagged inflation concerns in his first formal analysis penned as economist for new employer, Salt Funds Management.
Salt Funds Management
- Feb 26, 2021
- 2 min
NZ sharemarket tipped into correction territory
A double-digit decline in a2 Milk's first half net profit helped tip the sharemarket into correction territory
Matthew Goodson, MD.
- Feb 19, 2021
- 5 min
NZ Equities Suit Active Not Passive Investing
NZ Equities Suit Active Not Passive Investing. 2020 was a white-knuckle ride for NZ equity investors.
Salt Funds Management
- Feb 3, 2021
- 6 min
Reading the Tea Leaves For 2021
Margin Call: Will the market sweet spot endure in 2021? By Matthew Goodson Wed, 13 Jan 2021 Markets ended 2020 against a backdrop of...
Salt Funds Management
- Jan 22, 2021
- 2 min
President Joe Biden speaks during the 59th Presidential Inauguration
By: Graham Skellern Wall Street pushed to new record highs on the day new United States president Joe Biden was inaugurated – and the New...
Salt Funds Management
- Jan 18, 2021
- 3 min
New Salt suite to spice up fund mix
Salt Funds Management has established a new range of products that will see the Auckland-based boutique branch out into global asset...
Salt Funds Management
- Jan 14, 2021
- 3 min
Kiwisaver funds looking healthy? It's the ETF effect
By: Jamie Gray Business reporter, NZ Herald If you are wondering why your Kiwisaver account is looking healthy, there's a good chance...
Salt Funds Management
- Dec 1, 2020
- 5 min
Is A Housing Bubble A “First-Class Problem”?
Some of the more interesting comments I have read in recent times were made by the RBNZ Governor, Adrian Orr a few days ago. "The fact...
Salt Funds Management
- Oct 20, 2020
- 2 min
Election 2020: The financial markets give their verdict on Labour's landslide win
Financial markets have taken Labour's landslide win in their stride.
By midday the New Zealand dollar was trading at US66.13c, up a touch f
Salt Funds Management
- Sep 29, 2020
- 5 min
Negative Interest Rates – Eight Questions Why
Last week marked a milestone in NZ financial history, with three year government bond yields dipping into negative territory.
Salt Funds Management
- Aug 10, 2020
- 5 min
Eerie Echoes Of Bubbles Past
A fascinating aspect of equity markets is that a bubble seems to form every 10 or so years due to a loss of generational investor memory reg
Salt Funds Management
- Jun 26, 2020
- 2 min
Investors chasing yield push the sharemarket higher
The S&P/NZX 50 Index advanced 126.83 points, or 1.1 percent, to 11,259.41. Within the index, 28 stocks rose, 18 fell, and four were unchange
Salt Funds Management
- Jun 19, 2020
- 5 min
Shock & Orr Propelling NZ Equities Higher
We have seen the OCR target slashed to 0.25% and aggressive Quantitative Easing (QE) employed to control interest rates across the curve.
Salt Funds Management
- Jun 16, 2020
- 2 min
NZ shares fall as new virus cases appear in China
New Zealand shares fell as a spate of new covid-19 cases in China spoiled investor sentiment across Asia. Casino operator SkyCity Entertain
Salt Funds Management
- Jun 3, 2020
- 4 min
Bargain or long shot? The sharemarket has never been harder to read
Catherine Harris12:40, Jun 03 2020 ANALYSIS: Is the sharemarket getting ahead of reality? It's a question for Kiwi investors as optimism...