Fisher Funds

We’re excited to introduce some changes to our Executive Leadership Team. As Fisher Funds continues to grow and deliver on our purpose to help our clients realise their ambitions, we’ve refreshed some of the roles on our executive team. Nilesh Mistry – Chief Client Officer: Nilesh will be leading our client advisers, client services, distribution and marketing. He brings a wealth of global financial experience in technology and operations, and leading sales and services in those industries. He was previously our Chief Operating Officer. Chynel James – Chief Operating Officer: we announced last week that Chynel will join our team in October, bringing deep experience in digital and technology transformation. Jody Kaye – Chief Product and Group Strategy Officer: Jody will be evolving our client offering across KiwiSaver and Wealth Management and driving strategic initiatives across the business. He has been with us for seven years as CFO and more recently leading our product integration programmes. The highly experienced investment team continues to be led by Ashley Gardyne as Chief Investment Officer and the rest of the team is Pauline Stockill – Chief People Officer, Andrew Donaldson – Chief Financial Officer, and Vanessa Simons – General Counsel. 🔗 Link in comments

We've been heads down at Fisher Funds defining and evolving what it means to work at our place. Our team have helped create new values to underpin our purpose to champion ambition and enhance wealth for a better tomorrow. And we’ve rolled out new benefits for our team including: 1. New parental leave  2. Life and Trauma Insurance  3. Fully funded health insurance with Southern Cross Wellbeing One  4. And more... You can find out more about these benefits on our new careers page – link in comments. A huge thank you to the team that has led this work - Susan Wyllie, Andy H., Claire Horwood, Ale Iepure, Brianna Hughes, Paul van Beusekom, Sophie Balchin, Debbie Lennon, and Nicholas Smith

The AI boom is continuing to excite investors, with a lot of that hype baked into stock prices.    But can the reality live up to the hype? So far, while AI-linked stocks are soaring, the companies making AI chips or selling artificial intelligence software aren’t earning that much money in comparison.    Sam Dickie unpacked it all with Jack Tame on Newstalk ZB – as well as the long-term implications of the technology for investors.    To find out why Sam thinks there could be a bumpy road ahead, click on the link below. 

We are delighted to announce Chynel James has been appointed Chief Operating Officer. She has extensive experience working as a Chief Technology Officer and has been instrumental in leading transformative projects throughout her career for the likes of BDO and Air New Zealand. Chynel’s extensive experience and visionary leadership will be invaluable as Fisher Funds continues to grow and keep delivering for our clients. We look forward to welcoming her to the team in October. 

A great feature of KiwiSaver is that you can use your KiwiSaver money to help you purchase your first home.   If you’re planning to do this, there are a few eligibility criteria you’ll need to meet. There are also some things you can do to help get your KiwiSaver account in the best shape possible.  Watch as Nicholas Smith, Senior Wealth Adviser, talks to the TVNZ 1 Breakfast team about KiwiSaver first home withdrawals, and shares some tips on how you can make the process go smoothly. 🔗 Link in the comments to learn more #KiwiSaver #FinancialEducation

Investors are paying attention to several important global trends, including the slowdown in US economic growth expectations, regulatory risks and innovations like open banking and digital banks. Mastercard, a global payments giant, is influenced by all three. Senior portfolio manager Sam Dickie spoke with Heather du Plessis-Allan on Newstalk ZB about Mastercard’s recent performance, and how keeping on top of global thematics helps investors make well-informed choices. To learn more, click on the link below. https://lnkd.in/gWAvJJN2

Global stock markets have reached record highs this year as inflation eases. However, rising valuations and sentiment also come with inherent risks.   Senior Portfolio Manager Sam Dickie spoke with Heather du Plessis-Allan on Newstalk ZB about the dynamics of decelerating US growth, excitement around AI, and the global stock market rally having been driven by a narrow subset of companies.   For investors, it's important to remember that all investments hold a degree of risk.   To learn more about the current global market and insights for investors, click the link below.

Your KiwiSaver account is invested in things like shares, bonds and property and the prices of these can move both up and down. Learn why this volatility is normal for your KiwiSaver investment, and why for most people, it’s important to keep a keep a long-term view. Watch as Senior Portfolio Manager, Robbie Urquhart, talks to the TVNZ 1 Breakfast team, and shares some tips on what you can do to help manage your emotions if your balance moves around. #KiwiSaver #FinancialEducation Learn more here: https://lnkd.in/gxZE7_eC

We’re thrilled to announce our partnership with World of WearableArt Ltd (WOW), as a naming rights sponsor of the Fisher Funds New Zealand Design Award. WOW is a world class wearable art experience where an annual design competition culminates in a spectacular theatrical performance. This year the WOW Show: DREAM AWAKE takes place between 26 September – 13 October at the TSB Arena in Wellington.   Our team are hugely excited about this partnership and the opportunity to celebrate our amazing Kiwi designers who strive every day to reach their ambitions.  We can’t wait to see the entries in this year’s competition! #WOW #proudpartner #ambitionis 

As we approach the halfway mark of 2024, the investing environment has shifted considerably. Forecasting errors are much higher, with analysts struggling to predict US and global GDP growth. Despite this, the US economy has surprised positively, though growth is concentrated in a narrow handful of stocks.   Senior portfolio manager Sam Dickie discussed the less predictable environment with Heather du Plessis-Allan on Newstalk ZB, including how maintaining a steady approach centred on high-quality investments remains crucial.   To learn more about the themes we're seeing so far this year, click on the link below. https://lnkd.in/gmTeaTya