Investing styles: marching to a different drum

Investing styles: marching to a different drum
Jenny Ruth
When fund managers start talking about what they're expecting to happen in financial markets in the future, they usually start with macroeconomic forecasts.Then they extend those forecasts to the likely impact on different sectors of the economy before starting to talk about specific investments.But Fisher Funds portfolio manager Sam Dickie skips the macro stuff and starts talking about individual stocks, their "moats," or how vulnerable to competition they are, and their "runways for growth.""Across the board, we&#...

More Finance

Auckland Future Fund to announce global manager
Finance

Auckland Future Fund to announce global manager

Goodbye term deposits, hello diversified global equities. 

Oliver Lewis 11 Jul 2025
Critic says Govt 'missing the point' on AML
Finance

Critic says Govt 'missing the point' on AML

Critic says problems with AML/CFT come down to how rules have been interpreted.

Dileepa Fonseka 08 Jul 2025
TVNZ targets one million digital viewers logged in by 2030
Finance

TVNZ targets one million digital viewers logged in by 2030

The latest performance forecast unfolds the broadcaster’s online ambitions.

Denise McNabb 07 Jul 2025
JPMorgan is revamping Its bank for the superrich
Finance

JPMorgan is revamping Its bank for the superrich

There is a minimum required balance of US$10 million.