Blog
Giving back
Posted in Kiwisaver, Retirement, Savings on
At Generate we think long term. That’s why we support charities like LiveOcean. Today we made a $25k donation to help LiveOcean keep up their great work.
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Gillian Boyes: KiwiSaver's Covid 19 coronavirus report card
Posted in Kiwisaver, Retirement, Savings on
Gillian Boyes: KiwiSaver, the central pillar of our country's retirement savings system, has been hit with the biggest challenge of its 13-year life, after a long period of sustained high returns and buoyant world sharemarkets. KiwiSaver was last hit like this in the wake of the Great Financial Crisis in 2008. At that time, average balances were quite low because KiwiSaver was relatively new. Balances are now generally higher, which means a 10 per cent fall in your KiwiSaver balance is more likely measured in the thousands of dollars, rather than hundreds. The volatility that prompted the losses people saw in March has been followed by a pretty strong bounce-back in global and local sharemarkets. But we can't say with any certainty how long that will last.
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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
Posted in Kiwisaver, Retirement, Savings on
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.
Posted in Kiwisaver, Retirement, Savings on
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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