Blog

Henry Tongue

Henry Tongue

Generate hires Fixed Income specialist from JP Morgan

Posted in Kiwisaver, Retirement, Savings on

Generate KiwiSaver is pleased to announce that Ayrton Oliver has joined the investment team as Fixed Income Portfolio Manager. Ayrton joins Generate from JP Morgan where he was Vice President in the Portfolio Management team which managed the bank’s (non-US) FX and interest rate risks. Ayrton is a New Zealander returning home after working offshore for more than 8 years.

View more
Andrew Bolland

Andrew Bolland

Generate is proud to be backing the Community Finance scheme

Posted in Kiwisaver, Retirement, Savings on

The team at Generate are proud to be backing the Community Finance scheme, which is seeking to raise $100 million to build new affordable housing for kiwi’s this year.

View more
Henry Tongue

Henry Tongue

Generate KiwiSaver appoints Nick Kynoch to General Counsel

Posted in Kiwisaver, Retirement, Savings on

The Generate KiwiSaver Scheme is delighted to announce the appointment of Nick Kynoch as General Counsel. Nick joins Generate from the Financial Markets Authority, where he was General Counsel and a member of the Executive Team. Nick's recruitment by Generate demonstrates the company’s strong commitment to ensuring it not only meets, but tries to exceed regulatory expectations.

View more
Henry Tongue

Henry Tongue

Make 2021 the year you sort your KiwiSaver!

Posted in Kiwisaver, Retirement, Savings on

KiwiSaver has been around for more than a decade and has become part of most New Zealanders’ financial lives. The scheme has been far more successful than was initially expected in getting increasing numbers of New Zealanders saving for retirement. But where it has not been so successful is in the amount that members are contributing or how they are doing it. If you would like to speak to a Generate adviser about your KiwiSaver please call us now on 0800 855 322 or email us at info@generatekiwisaver.co.nz

View more
Henry Tongue

Henry Tongue

KiwiSaver topped $70 billion at end of September, Morningstar says

Posted in Kiwisaver, Retirement, Savings on

KiwiSaver funds broke the $70 ​billion mark at the end of September, fund researcher Morningstar says. In its September quarter review of the sector, Morningstar says the KiwiSaver funds it tracks held a combined $70.9b​ of shares, bonds, property and cash at the end of the month. That was up from $63.1b​ at the end of December.

View more
Sam Goldwater

Sam Goldwater

Mobilising impact investment for Social Housing

Posted in Kiwisaver, Retirement, Savings on

Last night Sam Goldwater, Generate's Lead Portfolio Manager, spoke to Barry Coates of Mindful Money about Generate's pioneering KiwiSaver investment into community housing. Watch Sam's, Barry's and representatives from the Salvation Army and Community Finance's discussion here.

View more
Sam Goldwater

Sam Goldwater

Generate the first KiwiSaver provider to invest in social housing - 118 new, warm, dry and secure houses for families without homes

Posted in Kiwisaver, Retirement, Savings on

The Generate KiwiSaver Scheme has become the cornerstone ‘impact investor’ in The Salvation Army Community Bond. The $15m transaction – facilitated by Community Finance – means we are the first KiwiSaver provider to invest into community housing via our investment into the creation of 118 new, warm, dry and secure houses for families without homes. This investment was only made possible because of our members so – as always – a big thank you for your support. The Community Bond is a fixed interest, 5-year impact investment yielding 2.30% per annum and delivers members a sound investment return and social impact.

View more
Daniel Frost

Daniel Frost

The US Election - What are the likely implications for investment markets?

Posted in Kiwisaver, Retirement, Savings on

The upcoming US election is almost guaranteed to generate some jaw-dropping headlines, which raises the question what are the most likely results and what are the likely implications for investment markets?

View more
Henry Tongue

Henry Tongue

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
Sam Goldwater

Sam Goldwater

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