Latest News

Market Update - August 2011
Following some recovery and stabilization on global markets over the last week, European and US markets were weaker (down circa -4 to -6%) last night. This market volatility can reward traders (exacerbated by computer programme trading) and the large daily movements suit their interests despite the price changes having little to do with the underlying real value of the assets they trade [more]
Friday 19 August 2011

Market Update
Investment markets have been under immense pressure over the last two weeks as investors nerves were wound-up following further European political brinkmanship and more recently the farcical and politically divided US debt ceiling debate. While this debate was finally resolved at the 11th hour it has now resulted in a downgrade of US debt ratings by Standard and Poors from AAA to AA+. [more]
Tuesday 9 August 2011

Japan Situation
The events in Japan are clearly terrible and continue to be disturbing with the risk of the Fukushima Dai-ichi nuclear reactor melting down. Attached is information from fund managers on their view of the situation. [more]
Wednesday 16 March 2011

The Sovereign Debt Crisis - A New Bear Market?
Our thoughts on the current Sovereign Debt issue which is pre-occupying investment markets. While Sovereign debt levels remain a significant structural concern exacerbated by government spending to bailout the global financial system and stimulate economic growth in 2008/9, this is not a liquidity crisis although markets are currently behaving as if it is. [more] [View PDF]
Thursday 27 May 2010

3news - Mike Newton discusses the risk of Cash PIEs
Portfolio Investment Entities, or PIES, have been around for a year and a half giving greater tax efficiency to investors in New Zealand managed funds. [more] [Link]
Tuesday 8 September 2009

NEWTON ROSS News March 2009
In this issue we look at alternatives to the low cash deposit rates. Cash PIE's are they Finance Company Debentures in drag; and how about other options such as corporate bonds, global bonds and syndicated property [more] [View PDF]
Tuesday 31 March 2009

Asset Magazine - Directions for a Crisis - tips to keep on course
NEWTON ROSS feature in this cover story which discusses while the investment outlook might be arid and uninviting, long term investors are sticking to their guiding principles. [more] [View PDF]
Friday 31 October 2008

LATEST MARKET UPDATES
[more] [Link]
Monday 1 January 2001