InvestNow NZ
InvestNow NZ
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Workshop: Portfolio Construction
The Portfolio Construction workshop, hosted by Jason Choy, Senior Portfolio Manager at InvestNow, covers the following InvestNow Investing Principles:
Understand the risks: Learn how different assets behave, the importance of allocation and diversification.
Asset allocation is crucial: Understand how the right asset mix can significantly impact your long-term investment returns based on your goals.
Diversification is essential: Learn why spreading investments across various asset classes can enhance performance and help reduce the risk of major losses.
Individual risk tolerance matters: Find out how to evaluate your comfort with investment volatility and its implications for potential returns.
Investment styles can be complementary: Get insights into passive, active, and responsible investing strategies, and how to choose what suits your preferences best.
มุมมอง: 88

วีดีโอ

InvestNow Meet the Manager -Te Ahumairangi
มุมมอง 1612 ชั่วโมงที่ผ่านมา
Jason Choy, InvestNow Senior Portfolio Manager, interviews Nicholas Bagnall, Chief Investment Officer and Founder of Te Ahumairangi. Watch the video to learn more about AMP Funds and/or visit investnow.co.nz/fund-manager/te-ahumairangi/ The information and opinions in this publication are based on sources that InvestNow believes are reliable and accurate. InvestNow makes no representations or w...
Workshop: Investing 101
มุมมอง 30321 วันที่ผ่านมา
The Investing 101 workshop, hosted by Jason Choy, Senior Portfolio Manager at InvestNow, covers the following InvestNow Investing Principles: Invest Now: The benefits of beginning your investment journey today. Have a plan: There is more than one way to reach your financial goals. Stay Informed: Learn how to keep up with financial markets without getting overwhelmed by the noise. Investing is N...
July 2024 Market Wrap up with Lighthouse Funds
มุมมอง 219หลายเดือนก่อน
In this video Jason Choy, InvestNow Senior Portfolio Manager, discusses the latest edition of the InvestNow Market Wrap-Up with Andrew Ormsby & Mark Donnell, Investment Managers from Lighthouse Funds. Disclosure: The content in this video is for educational purposes only. It should not be considered advice. InvestNow does not provide financial advice. If you require financial advice we recommen...
June 2024 InvestNow Wrap-Up with Octagon
มุมมอง 2582 หลายเดือนก่อน
In this video Jason Choy, InvestNow Senior Portfolio Manager, discusses the latest edition of the InvestNow Market Wrap-Up with Paul Robertshawe, Octagon's Chief Investment Officer. Disclosure: The content in this video is for educational purposes only. It should not be considered advice. InvestNow does not provide financial advice. If you require financial advice we recommend seeking it from a...
InvestNow Meet the Manager - AMP
มุมมอง 752 หลายเดือนก่อน
Jason Choy, InvestNow Senior Portfolio Manager, interviews Aaron Klee, General Manager, Investment Management & Services at AMP. Watch the video to learn more about AMP Funds and/or visit investnow.co.nz/fund-manager/amp/ The information and opinions in this publication are based on sources that InvestNow believes are reliable and accurate. InvestNow makes no representations or warranties of an...
InvestNow Meet the Manager - PMG
มุมมอง 263 หลายเดือนก่อน
Jason Choy, InvestNow Senior Portfolio Manager, interviews Rory Diver, Investor Relationships Manager at PMG. Watch the video to learn more about PMG Funds. The information and opinions in this publication are based on sources that InvestNow believes are reliable and accurate. InvestNow makes no representations or warranties of any kind as to the accuracy or completeness of the information cont...
InvestNow Meet the Manager - Vault Digital Funds
มุมมอง 1604 หลายเดือนก่อน
Jason Choy, InvestNow Senior Portfolio Manager, interviews Vinnie Gardener, Chief Executive at Vault Digital Funds. Watch the video to learn more about Vault Digital Funds. The information and opinions in this publication are based on sources that InvestNow believes are reliable and accurate. InvestNow makes no representations or warranties of any kind as to the accuracy or completeness of the ...
Webinar recording: The key to managing growth funds in today's market
มุมมอง 4595 หลายเดือนก่อน
Join Anthony Edmonds, Apex Head of Country & InvestNow Founder, as he talks to investment managers about what they believe are the key contributors to their growth-fund success in today's market. This is not financial advice. InvestNow does not provide individual investment advice. The content in this presentation is intended for educational purposes only. If you need financial advice we sugges...
March 2024 InvestNow Wrap-Up with Mercer
มุมมอง 3265 หลายเดือนก่อน
In this video Jason Choy, InvestNow Senior Portfolio Manager, discusses the latest edition of the InvestNow Market Wrap-Up with Paddy Brown, Mercer Chief Investment Officer. Disclosure: The content in this video is for educational purposes only. It should not be considered advice. InvestNow does not provide financial advice. If you require financial advice we recommend seeking it from a qualifi...
Webinar recording: Navigating the upcoming trust tax changes
มุมมอง 3116 หลายเดือนก่อน
Anthony Edmonds, Apex Head of Country, and Jason Choy, InvestNow Senior Portfolio Manager, host a webinar detailing the upcoming changes to the trustee income tax rate. This is not financial advice. InvestNow does not provide individual investment advice. The content in this presentation is intended for educational purposes only. If you need financial advice we suggest contacting a qualified fi...
February 2024 Market Wrap-Up with Devon
มุมมอง 2856 หลายเดือนก่อน
In this video Jason Choy, InvestNow Senior Portfolio Manager, discusses the latest edition of the InvestNow Market Wrap-Up with Greg Smith, Head of Retail at Devon Funds Management. Disclosure: The content in this video is for educational purposes only. It should not be considered advice. InvestNow does not provide financial advice. If you require financial advice we recommend seeking it from a...
InvestNow Fund Manager Panel Discussion - Managing Foreign Currency Exposure
มุมมอง 1077 หลายเดือนก่อน
Watch our latest InvestNow Fund Manager Panel discussion, hosted by Anthony Edmonds and Jason Choy, discussing how fund managers manage foreign currency exposure in investment portfolios. Disclosure: The content in this video is intended for a financial adviser audience, and educational purposes only. It should not be considered advice. FundRock NZ Ltd is the issuer and manager of the InvestNow...
Webinar recording: The Impact of Foreign Currency on Investments
มุมมอง 2777 หลายเดือนก่อน
Jason Choy, InvestNow Senior Portfolio Manager, hosts a webinar about the impact of foreign currency on investments, and the concept of currency hedging. FundRock NZ Ltd, a member of the Apex Group, is the issuer and manager of the InvestNow KiwiSaver Scheme. A PDS can be found at investnow.co.nz/kiwisaver. This is not financial advice. InvestNow does not provide individual investment advice. T...
January 2024 InvestNow Market Wrap-up with Mint Asset Management
มุมมอง 2807 หลายเดือนก่อน
In this video Jason Choy, InvestNow Senior Portfolio Manager, discusses the latest edition of the InvestNow Market Wrap-Up with Ryan Falls, Senior Analyst at Mint Asset Management. Disclosure: The content in this video is for educational purposes only. It should not be considered advice. InvestNow does not provide financial advice. If you require financial advice we recommend seeking it from a ...
October 2023 InvestNow Market Wrap-Up with Salt Funds Management
มุมมอง 18710 หลายเดือนก่อน
October 2023 InvestNow Market Wrap-Up with Salt Funds Management
InvestNow Meet the Manager - Generate Investment Management
มุมมอง 11810 หลายเดือนก่อน
InvestNow Meet the Manager - Generate Investment Management
September 2023 InvestNow Market Wrap-Up with Harbour Asset Management
มุมมอง 22911 หลายเดือนก่อน
September 2023 InvestNow Market Wrap-Up with Harbour Asset Management
InvestNow Video Tour - Navigating the InvestNow KiwiSaver Scheme online portal
มุมมอง 107ปีที่แล้ว
InvestNow Video Tour - Navigating the InvestNow KiwiSaver Scheme online portal
InvestNow Meet the Manager - Devon Funds Management
มุมมอง 123ปีที่แล้ว
InvestNow Meet the Manager - Devon Funds Management
Webinar recording: Introduction to the InvestNow KiwiSaver Scheme and 'The Power of And'
มุมมอง 234ปีที่แล้ว
Webinar recording: Introduction to the InvestNow KiwiSaver Scheme and 'The Power of And'

ความคิดเห็น

  • @OhWow2019
    @OhWow2019 วันที่ผ่านมา

    Thank you Jason

  • @fran1942
    @fran1942 2 วันที่ผ่านมา

    Great summary for beginner investors !

  • @fran1942
    @fran1942 5 วันที่ผ่านมา

    currency hedged or unhedged ?

  • @DrWeng-xb9vm
    @DrWeng-xb9vm 2 หลายเดือนก่อน

    When looking at the market dashboard, it does not tell the full story of the markets. I am so glad you addressed this a few minutes later comparing the MAG 7 (really becoming the MAG 1 as the world stares into the sky with AI on their minds, and those with Actual Intelligence have been the ones to suffer at the hands of the irrational market horde). Market weightings are so imbalanced, meaning a very few companies have been taking the lions share of the profits. It has not been until the last few weeks, that other stocks have been able to share in market rewards. I am a long time, long-term investor operating within the NZ and AUS markets and have investments in multiple viable, both cash bearing and growth businesses. Even the cash generating businesses have been undervalued by the market, perhaps as a direct correlation to perceived risk in a high interest, low growth environment like that which NZ and AU are experiencing now. I have an investnow account but invest mostly myself, and do miss the diversity of investment that many of your products offer and which my much smaller capital positions can provide for whilst generating measurable growth over time. I will likely utilise Investnow as market volatility increases and moves back towards correlation of real world events. Thank you both Jason and Paul for the presentation, very insightful for those of us like you that have Actual Intelligence.

  • @jimbojonesporfavor
    @jimbojonesporfavor 5 หลายเดือนก่อน

    Thanks for posting this up as couldn't make it live