Blog
Value vs Growth
Posted in Kiwisaver, Retirement, Savings on
Broadly speaking there are two approaches for selecting stocks. First, buy the shares of companies that look cheap, which is labelled Value investing. Second buy shares in companies that are growing rapidly, which is labelled Growth investing. There are long periods of time where one investment style performs strongly while the other lags. Take for example the last decade, Growth stocks have performed very well. Think global internet powerhouses like Facebook, Amazon, Netflix and Alphabet; these stocks soared while the unloved old economy, Value stocks have languished.
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Magellan Has a ‘WeChat' about Tencent
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We regard Tencent to be an attractive investment proposition and as a result all of our KiwiSaver funds are both direct and indirect shareholders in the company. One of our underlying fund managers - Magellan Asset Management - is also excited about the company’s prospects. Last week they released this insightful discussion about the company.
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Vaccines and therapeutics - what we know
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Our Investment team has written this illuminating piece on Covid-19 vaccines and therapeutics.
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A Q&A with Generate’s Lead Portfolio Manager
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We have recorded a Q&A session with Sam Goldwater, Generate Lead Portfolio Manager and Co-founder. Sam shares his insight into Generate's asset allocations and current investment strategies by answering questions from advisers.
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The Latest Morningstar Survey is out!
Posted in Kiwisaver, Retirement, Savings on
We are delighted to announce that all Generate KiwiSaver Scheme funds have ranked either 1st, 2nd or 3rd in their respective Morningstar categories over the past 5-year performance to 31 March 2020.* This is the sixth consecutive quarter (since December 2018) all 3 of our funds have been on the podium for five-year performance in their respective KiwiSaver categories.
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An update from Magellan
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Magellan Asset Management is one of three managers Generate uses to manage global equities.
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"The big bounce" - Investment update
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Share markets the world over have rebounded strongly after the unprecedented falls we saw in February and March.
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The investment team at Generate has remained highly active since the coronavirus began to take hold of China late January.
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The investment team at Generate has remained highly active since the coronavirus began to take hold of China in late January. This has been across multiple sectors and asset classes.
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Cooking the Books podcast
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Cooking the Books podcast: Your KiwiSaver is down: Here's why it can be a good thing.
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Generate is working remotely and is open for business
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Our offices are closed but our team is working remotely and we will be able to look after your enquiries, albeit by phone and email rather than in person. The Generate investment team is fully resourced and continue to actively manage your investments.
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