As we prepare articles or thought pieces on topics of interest for investors, these will appear in this list. Use the keyword search to find content or topics that interest you. Please note that our disclaimer applies to all content appearing in our publications or on our website.
PAUL MCBETH: Whose KiwiSaver money is it anyway?
NZSA Disclaimer Paul McBeth is the editor of The Bottom Line and Curious News, and previously worked at BusinessDesk for 15 years. His KiwiSaver has been with Milford Asset Management’s active growth fund since 2014. He’s been a customer of Westpac NZ for decades and ASB since 2016, while Curious Media banks with BNZ. The investment specialists are winning over more Kiwis, but the big...
Incoming directors James Miller and Trevor Janes have a big job on their hands.
NZSA Disclaimer Paul McBeth is the editor of The Bottom Line and Curious News, and previously worked at BusinessDesk for 15 years. He has been a member of the NZ Shareholders’ Association since February 2024. Curious News supplies the NZ Shareholders’ Association with a weekly column. The Financial Markets Authority was forged in fire. In 2010, then-commerce minister Simon Power stood before a room full...
Will workload and conflict of interest hamper the incoming FMA Chair?
NZSA Disclaimer We wrote recently about the changes we wanted to see at New Zealand's financial regulator. We supported new leadership with the capability to drive cultural transformation at the FMA and bolster market confidence. Last week, we learned about the appointment of both James Miller (Chair) and Trevor Janes to the FMA Board. NZ Shareholders Association (NZSA) is effusive in its praise of both,...
The telco is getting back to what it does best – hopefully the rest of the country will too.
NZSA Disclaimer Paul McBeth is the editor of The Bottom Line and Curious News, and previously worked at BusinessDesk for 15 years. He has been a Spark mobile and broadband customer since 2021. Spark New Zealand finally got down to the nuts and bolts of its back-to-basics strategy outlined last year in separating its broadband and mobile-backed connectivity business and the fresher sounding digital services...
Scale comes with its own challenges.
NZSA Disclaimer Paul McBeth is the editor of The Bottom Line and Curious News, and previously worked at BusinessDesk for 15 years. KiwiSaver continues to be very much embroiled in a turf war. The reason is simple – more funds under management equals more management fees for the well-heeled individual making the big investment calls on behalf of investors. And as the financial statements for...
Rediscovering the relationship between risk and return
NZSA Disclaimer Paul McBeth is the editor of The Bottom Line and Curious News, and previously worked at BusinessDesk for 15 years. The government wants to know what will bring down the cost of capital. Commerce minister Cameron Brewer was unequivocal in his goal for the long-awaited second tranche of capital markets reform for the coalition government: “It comes down to one thing – the...
Unpicking the short-term noise in growth fund performance
NZSA Disclaimer There have been some interesting changes in relativity between some of New Zealand’s best known Growth funds over recent weeks. Growth funds, whether KiwiSaver or retail managed funds, are a staple diet for many long-term investors. Often, movements in fund unit prices are similar – unsurprising in the context of a typical growth fund’s exposure to a parcel of global equities and the...
Resilience for 2026: the backdrop for Kiwi investors
NZSA Disclaimer It has been a tough post-Covid reality check for the New Zealand economy, an underlying theme that is reflected in the performance of many of our consumer-facing listed companies. Many local companies remembered the difficulty they had in attracting staff in earlier periods during periods of economic benevolence, following cutbacks made during economic gloom. So most have held back from taking drastic action,...
KiwiSaver at the Crossroads: Simplicity, Sufficiency, and the Politics of Retirement
NZSA Disclaimer Last week's NZSA panel discussion featuring Dean Anderson (from Kernel Wealth) and Greg Smith (from Generate), facilitated by NZSA CEO Oliver Mander, offered a timely and candid examination of New Zealand’s retirement savings framework. The conversation ranged from policy design and political risk through to investor behaviour and the emerging challenge of decumulation. What emerged was a clear message: KiwiSaver has been a...
ASX Inquiry: A Governance Failure hiding in plain sight
NZSA Disclaimer The ASX is often seen as a happy hunting ground for New Zealanders looking to broaden their investments. It offers a plethora of exchange traded funds, but is perhaps better known for the exposure it provides to the mining and banking sector. It’s why most Kiwi investors should be really interested in the final report issued by the Australian Securities and Investments Commission...
The Power of De-cumulation: KiwiSaver’s Second Act
NZSA Disclaimer Since KiwiSaver’s launch in 2007, the national conversation has been focused almost entirely on savings accumulation. Join. Contribute. Stay the course. But for a growing number of New Zealanders, that chapter is closing. The question is no longer simply “Are we saving enough?” It is increasingly “How do we spend well?” This is a very different conversation – borne of the emerging luxury...
Look out for US estate tax…
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