Blog
Solving the great NZ whale mystery
Posted in Kiwisaver, Retirement, Savings on
Good luck Emma! Generate is a proud supporter of LiveOcean which helped fund this important research into trying to solve the great mystery of New Zealand’s southern right whale, using satellite tracking technology and DNA analysis.
View more
Perspectives on the future of the global economy
Posted in Kiwisaver, Retirement, Savings on
Hamish Douglass, the Lead Portfolio Manager of the Magellan Global Fund (which is one of our growth funds’ largest holdings) spoke with Janet Yellen, the most recent former chair of the Federal Reserve, and an adviser to Magellan, about the covid-19 health and economic crisis. The pair discuss the response of the Federal Reserve and how the crisis of 2008-09 has given guidance to the response. They talk about the economic impact and Janet explains why a Nike swoosh-like recovery is more likely than a V-shaped bounce back. They discuss the struggles of emerging markets, the risk of inflation and end on what they find to be optimistic about.
View more
T. Rowe Price discusses disruption in the technology sector
Posted in Kiwisaver, Retirement, Savings on
Recently one of our underlying fund managers, T. Rowe Price published a research note which investigated how the coronavirus pandemic has impacted the technology sector. T. Rowe’s powerful global research engine allows them the scope to investigate hundreds of companies across both the private and public sectors. In this note Alan Tu, portfolio manager of the Global Technology Equity Strategy discusses both the near-term impacts of coronavirus on technology companies, and how the situation is likely to shape the landscape going forwards. Read more here: Disruption Accelerated.
View more
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.
View more
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.
View more
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.
View more
Magellan Has a ‘WeChat' about Tencent
Posted in Kiwisaver, Retirement, Savings on
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.
View more
Vaccines and therapeutics - what we know
Posted in Kiwisaver, Retirement, Savings on
Our Investment team has written this illuminating piece on Covid-19 vaccines and therapeutics.
View more
A Q&A with Generate’s Lead Portfolio Manager
Posted in Kiwisaver, Retirement, Savings on
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.
View more
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.
View more