The Future of Wealth: Part four - The future of portfolio construction
Is there really anything better than a 60/40 portfolio?The future of wealth is shaped by a new generation of investors - bringing new thinking, expectations, and standards. Across this four-part series, Harbour delves into the evolving landscape and strategies for generating customer value, poised to be the primary catalyst for both present and future transformations in the sector.
In part four, Portfolio Manager, Chris Di Le...
The Future of Wealth: Part three - The future of responsible investing
The future of wealth is shaped by a new generation of investors - bringing new thinking, expectations, and standards. Across this four-part series, Harbour delves into the evolving landscape and strategies for generating customer value, poised to be the primary catalyst for both present and future transformations in the sector.
In part two, Senior Credit Analyst, Simon Pannett, explains the responsible investment spectrum and the growing need for the industry to possess expertise in ethical and responsible investment choices for investors.
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The Future of Wealth: Part two - The future of investing: bridging the gender gap
The future of wealth is shaped by a new generation of investors - bringing new thinking, expectations, and standards. Across this four-part series, Harbour delves into the evolving landscape and strategies for generating customer value, poised to be the primary catalyst for both present and future transformations in the sector.
In part two, Executive Director, Ainsley McLaren, discusses the opportunities that lie in underst...
The Future of Wealth: Part one - The future of the wealth management firm
The future of wealth is shaped by a new generation of investors - bringing new thinking, expectations, and standards. Across this four-part series, Harbour delves into the evolving landscape and strategies for generating customer value, poised to be the primary catalyst for both present and future transformations in the sector.
In part one, Andrew Bascand explores the trends set to revolutionise the wealth management sector i...
Harbour Navigator: Harbour Listed Property Sustainability Survey 2023 - Taking care of sustainable business
Sustainability benefits for property owners: Research indicates that commercial properties with higher sustainability ratings have more consistent cash flow, higher occupancy rates, higher rents, and attract tenants with lower risk. Improving sustainability can enhance cash flow quality, reduce regulatory compliance risk, and improve market perception and brand value for listed property securities.
Harbour Listed Property Sus...
Harbour Navigator: Made in America
Technology is in place for the roll out of driverless cars and trials are underway. Head of Equities, Craig Stent got to test out the new Jaguar I-PACE first-hand in Phoenix.
There are various hurdles to overcome before we see more widespread adoption. Societal acceptance and regulatory restrictions may inhibit the uptake.
‘Made in America’ is back, with evidence of onshoring manufacturing occurring, however it is likely ...
Harbour Navigator: What you need to know about neutral interest rates
After declining between 1960 and 2020 due to growing working populations and decreasing productivity, neutral interest rates have stopped falling in recent years. This has prompted increased debate about where they go from here.
Neutral interest rates matter for financial markets because they help assess the impact of monetary policy and affect the valuation of financial assets based on discounted cash flows.
Future neutra...
Harbour Navigator: GLP-1 A healthcare breakthrough: hype versus reality
The GLP-1 drug class, which has predominantly been used to treat type 2 diabetes, has captured notable mindshare with healthcare specialists and macro investors due to initial findings from the Select study suggesting potential effectiveness of these drugs in addressing cardiovascular risk in obese patients.
The broader implications for obesity, cardiovascular events and other associated conditions within this drug class may ...
Investment Horizon: Top 10 risks and opportunities for 2023 – A mid-year reflection
At the risk of jinxing things and, barring a few weeks in March where the collapse of Silicon Valley Bank looked like it could create broader risks for the banking system, the first half of 2023 was relatively uneventful. Particularly when compared to the corresponding periods
in 2020 and 2022.
After a year of negative returns for both bonds and equities, “the scores on the board” look healthier for both. Equities have bounc...
Harbour Navigator: Global trends in taxonomies and what it means for New Zealand
Increasingly, countries around the world are developing sustainable finance taxonomies to classify environmentally friendly economic activities and prevent false claims of sustainability (“greenwashing”).
Europe has taken the lead in establishing a green taxonomy, and other countries like Australia are also making progress in this area.
New Zealand is beginning to explore the possibility of implementing its own sustainable...
