Hamish Pepper
Harbour Asset Management's Hamish Pepper and Chris Di Leva look ahead into 2024 keeping their distance from the usual focus on tail risk, but with an eye on opportunity and a sober assessment of actual risks
28th Dec 23, 12:00pm
37
Harbour Asset Management's Hamish Pepper and Chris Di Leva look ahead into 2024 keeping their distance from the usual focus on tail risk, but with an eye on opportunity and a sober assessment of actual risks
Harbour Asset Management's Hamish Pepper explains why Harbour has adjusted its view as a fund manager after the RBNZ MPS and how it has reflected that in its positioning
24th Dec 23, 10:04am
10
Harbour Asset Management's Hamish Pepper explains why Harbour has adjusted its view as a fund manager after the RBNZ MPS and how it has reflected that in its positioning
Harbour Asset Management's Hamish Pepper explains neutral interest rates, why they matter, why they have fallen, and where they are likely headed
19th Sep 23, 4:19pm
6
Harbour Asset Management's Hamish Pepper explains neutral interest rates, why they matter, why they have fallen, and where they are likely headed
The Reserve Bank of NZ will likely lift the Official Cash Rate 25 basis points on Wednesday and give little else away
2nd Apr 23, 6:00am
102
The Reserve Bank of NZ will likely lift the Official Cash Rate 25 basis points on Wednesday and give little else away
Despite significant falls, NZ houses are expensive relative to incomes
Uncertainty is rising in the near term. And there is even greater uncertainty ahead in the long term. Fixed income investors are likely to require higher yields from bond investments, says Hamish Pepper
11th Jun 22, 10:11am
29
Uncertainty is rising in the near term. And there is even greater uncertainty ahead in the long term. Fixed income investors are likely to require higher yields from bond investments, says Hamish Pepper
Fund manager Harbour Asset Management says the recent pickup in inflation goes beyond supply chain disruption and higher petrol prices
8th Dec 21, 11:34am
4
Fund manager Harbour Asset Management says the recent pickup in inflation goes beyond supply chain disruption and higher petrol prices
Harbour Asset Management's Chris Di Leva and Hamish Pepper run through the top 10 risks and opportunities they see looming in 2021
18th Dec 20, 9:19am
4
Harbour Asset Management's Chris Di Leva and Hamish Pepper run through the top 10 risks and opportunities they see looming in 2021