Author's articles

What is Ethical Investing
By Mark Lister · 12 years ago
In an age where environmentalism and social responsibility have become a part of the mainstream consciousness, there has been a change within financial markets. The bottom line is no longer the sole decision making factor ...
Why Ethical Investing Is the Profit Making Model of the Future
By Mark Lister · 12 years ago
When choosing to build a stock portfolio via ethical investing, there are a number of factors to take into account. Do you take a hard line approach and refuse to invest in any company that ...
Continued Market Volatility - 5 Reasons Why It's Not All Bad
By Mark Lister · 12 years ago
Reading the recent business headlines, confidence surveys and economic strategy reports regarding the market volatility in Greece and the US, it is apparent that we are all concerned about things continuing to head downhill. This ...
Continued Market Volatility - 4 More Reasons Why It's Not All Bad
By Mark Lister · 12 years ago
As you have most likely seen or read in the business headlines, there has been much speculation around the market volatility in Greece and the US. Much of what we see and hear is concerning ...
The Importance Of A Good Management Team When Investing In A Company
By Mark Lister · 12 years ago
I am regularly asked by clients and investors of the importance of company management. When deciding to invest in a company, out of all the attributes and qualities that we review, we first focus on ...
The NZ Agriculture Sector, Fonterra and Investors
By Mark Lister · 12 years ago
This article provides an overview of a presentation made from Fonterra at our annual investor conference last month – June, 2011 about the NZ dairy sector. The presentation was said to have been one of ...
Dealing With The High Currency
By Mark Lister · 12 years ago
You may have noticed that the New Zealand dollar has been particularly strong lately – currently sitting just below its all time highs at around US$0.82. The NZD has averaged at US$0.60 ever since floating ...
Oil Price Spikes - A Threat to Consumers
By Mark Lister · 12 years ago
Oil prices have risen over fifty percent in the past several months, with the present barrel trading at US$115. A major component of this increase in price has come in recent weeks as tensions in ...
Oil Price Spikes - A Threat to Investors
By Mark Lister · 12 years ago
Recent spikes in the price of oil have seen the price rise over fifty percent in the past several months. The current barrel is trading at around US$115. This is concerning for investors because of ...
An Analysis of the World from Asia
By Mark Lister · 12 years ago
A recent meeting we had with Michael Spencer PhD, Chief Economist for Deutsche Bank in Asia, outlined a number of extremely useful insights into how Asia views some of the current international issues around Central ...
New World Economies Emerging
By Mark Lister · 12 years ago
A recent trend across the spectrum of large, multi-national corporations in the United States and Europe is the emergence of "new world" economies, such as the Chinese economy, for these corporations. These "new world" economies ...
Thinking Of Adding Shares To Your Savings Portfolio?
By Mark Lister · 12 years ago
If you are thinking about adding some shares to your savings portfolios, check out these beginning concepts, which are hopefully jargon free. Let’s start with understanding where shares fit into the investment landscape. There are ...
A Few Basic Guidelines For Beginners Investing In Shares
By Mark Lister · 12 years ago
The core of a good portfolio involves looking for quality companies that are trading at reasonable prices. Solid companies tend to have the following features: - They are larger. - They are well run. - ...
Yield inflation And Investment Portfolios
By Mark Lister · 13 years ago
Like the world and the cost of living, nothing stands still. Investment portfolios can’t stand still either. They must generate an income stream that, over time, grows at a rate that at least equals inflation. ...
Investment Advice - Beating The Low Return Blues
By Mark Lister · 13 years ago
Many investors are suffering from the ‘low return blues’ at present; interest rates are low, shares remain unstable and the property market has been weak. Investing capital in these markets is indeed challenging. However, we ...
The Latest Reserve Bank's Monetary Policy Statement Simplified
By Mark Lister · 13 years ago
You may have noticed that the Reserve Bank’s 39-page September Monetary Policy Statement is somewhat long, and requires some substantial reading time. If you are only interested in finding out what the key points from ...
Inflation and Interest Rates Simplified From The Reserve Bank's Monetary Policy Statement
By Mark Lister · 13 years ago
Two major topics discussed in the Reserve Bank’s 39-page September Monetary Policy Statement (MPS) are inflation and interest rates. In June, the Bank forecasted inflation to be 4.5% this year. The latest forecast from the ...
Defining Some Different Fixed Rate Bond Types
By Cam Watson · 13 years ago
In the tradable fixed interest market there are a number of different types of securities, from senior bonds with a fixed coupon (interest rate) and maturity date,through to perpetual preference shares with resettable coupons and ...
Investing in Shares : What Works and What Doesn't
By Cam Watson · 13 years ago
There is no ‘right’ way to invest in shares, but there are some methods and strategies that tend to work better than others. Investing is like town planning, in that it has to look forward. ...
Share Investment : A Wealth of Information from Wealthy Investors
By Cam Watson · 13 years ago
The 2009 World Wealth Report from Capgemini and Merrill Lynch, a survey of high net wealth investors around the world that have US$1 million of net financial wealth excluding their primary residence, outlines where these ...