Perspectives from the Octagon Investment Management team

Below you will find some recent articles written by the Octagon Investment Management team.

If you have any questions, please don't hesitate to contact your financial adviser or one of the Summer team. 

The 'ins' and 'outs' of ESG exclusions - November 2024

Asset rich, cash flow poor - October 2024

Strategic asset allocation: it's game on for NZ fixed interest - August 2024

Stick or twist? What surprise RBNZ pivot means for your portfolio - July 2024

Cash is not always King - June 2024

US Equities - simply momentum or something more fundamental - May 2024

Higher risk adjusted returns; get yourself a ladder - April 2024

Winners and losers from the reporting season - March 2024

Geopolitical Risks to your Portfolio in 2024 and Beyond - January 2024

Bonds. Global bonds. Stirred, not shaken - December 2023

Investors should seek out best risk-adjusted returns - October 2023

Waiting for Winston; a tragicomedy brought to you by MMP - September 2023

Will Rio Tinto stay or will they go (now) - August 2023

Heads or Tails? How to value regulatory risk - July 2023

Banking on Profits - June 2023

Currency hedging: a financial markets free lunch? - May 2023

Inflation-linked bonds, revisited - April 2023

Commodities – a little bit of volatility anyone? - February 2023

The Lucky Country - January 2023

Let’s discuss Sin Stocks - November 2022

Brain drains and inflation pain - October 2022 

Searching for an edge through dividends - September 2022 

Volatility ‘built in’ to investment markets - August 2022

Can income assets help protect your portfolio from inflation? - July 2022

Covid tailwinds unwind for NZ retailers - May 2022

Correction on the cards for fragile housing market - March 2022