Harbour Asset Management

New Zealand’s inflation was more driven by product and labour shortages than other countries were, RBNZ says

New Zealand’s inflation was more driven by product and labour shortages than other countries were, RBNZ says

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 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

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

Andrew Bascand sees a big future for the investment advice industry with KiwiSaver on its way to a $250 bln pool within 10 years, and intergenerational transfers entering a super cycle

Andrew Bascand sees a big future for the investment advice industry with KiwiSaver on its way to a $250 bln pool within 10 years, and intergenerational transfers entering a super cycle

Harbour Asset Management's Hamish Pepper explains neutral interest rates, why they matter, why they have fallen, and where they are likely headed

Harbour Asset Management's Hamish Pepper explains neutral interest rates, why they matter, why they have fallen, and where they are likely headed

Technology and biotech companies are delivering on revenue and growth and may be less exposed to a slowdown in household spending. Kevin Bennett thinks investors will become more comfortable holding them

Technology and biotech companies are delivering on revenue and growth and may be less exposed to a slowdown in household spending. Kevin Bennett thinks investors will become more comfortable holding them

Harbour Asset Management's Hamish Pepper & Chris Di Leva look at the Top 10 risks and opportunities for 2023

Harbour Asset Management's Hamish Pepper & Chris Di Leva look at the Top 10 risks and opportunities for 2023

Despite significant falls, NZ houses are expensive relative to incomes

Despite significant falls, NZ houses are expensive relative to incomes

Harbour Asset Management's Chris Di Leva reminds investors that over the long term the New Zealand market has delivered out-sized returns. But there are idiosyncrasies in the local market can deliver both positive and negative outperformance

Harbour Asset Management's Chris Di Leva reminds investors that over the long term the New Zealand market has delivered out-sized returns. But there are idiosyncrasies in the local market can deliver both positive and negative outperformance

Harbour Asset Management's Mark Brown says at some point investors will stop looking back at one of the worst periods on record for fixed interest returns, and instead look forward

Harbour Asset Management's Mark Brown says at some point investors will stop looking back at one of the worst periods on record for fixed interest returns, and instead look forward

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

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

Harbour Asset Management's Mark Brown says some interesting interpretations can be inferred from the signals embedded in yield curves

Harbour Asset Management's Mark Brown says some interesting interpretations can be inferred from the signals embedded in yield curves

Harbour Asset Management's Hamish Pepper & Chris Di Leva look at the Top 10 risks and opportunities for 2022

Harbour Asset Management's Hamish Pepper & Chris Di Leva look at the Top 10 risks and opportunities for 2022

Fund manager Harbour Asset Management says the recent pickup in inflation goes beyond supply chain disruption and higher petrol prices

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

Harbour Asset Management's Chris Di Leva and Hamish Pepper run through the top 10 risks and opportunities they see looming in 2021