Harbour Asset Management

📈🏖️ Are you on track for the retirement you've always dreamed of? You might be on the right path – but how can you be sure? Discover the key indicators and tools you need in our 𝗙𝗲𝗯𝗿𝘂𝗮𝗿𝘆 𝟮𝟬𝟮𝟱 𝗠𝗮𝗻𝗮𝗴𝗲𝗿’𝘀 𝗣𝗲𝗿𝘀𝗽𝗲𝗰𝘁𝗶𝘃𝗲: https://okt.to/BMUof5 We spoke with Kady Buchanan, Senior Relationship Manager at Nikko Asset Management Group, and Chris Di Leva, Head of Multi-Asset and Global Investments at Harbour Asset Management, to explore their investment styles, strategies, and views on Retirement Readiness. Our Retirement Readiness Index shows that 41% of InvestNow customers review their investments at least once a year – a great habit, as long as you’re tracking the right data. Read the article to ensure you’re on track for a comfortable retirement. #InvestNow #RetirementReadinessIndex #RetirementReadiness #RetirementPlanning #RetirementSaving #RetirementReady

Harbour are honoured to be recognised at the 2025 Morningstar Awards in New Zealand as winner of Overall Fund Manager of the Year, winner of Fund Manager - Domestic Equities, and finalist for Fund Manager - Fixed Interest by Morningstar Australia!

We've been made aware that scammers may be pretending to be us to trick people into giving away personal and financial information. 🔒 Please note we will never: ❌ Call, text, or email asking for your passwords or PINs ❌ Offer "guaranteed" investments or quick money schemes ❌ Pressure you to act immediately or threaten account closure If you receive a suspicious message claiming to be from us, please stop, verify and report it. Stay safe - if it seems too good to be true, it probably is! 💙 If you are our client and have disclosed personal or financial information, or think you’re the victim of a scam, please get in touch with us asap!   You can also report suspicious emails and text messages to CERT NZ so they can investigate. Find out how to report it on the CERT NZ website.

Will US markets keep thriving on the promise of deregulation? China faces structural challenges impacting growth, but for how long? And what else might 2025 hold for investors? Harbour’s Chris Di Leva, CFA recently shared his thoughts on the Shared Lunch podcast. Listen here: https://lnkd.in/dWBZqSz4  

Know someone looking for a fresh opportunity in 2025? We currently have a role open in our operations team, based in Wellington: https://lnkd.in/g2npd_Jn

As is tradition in the holiday season, Chris Di Leva, CFA and Hamish Pepper recently sat down to write our 'Top 10 Risks and Opportunities for 2025', reflecting on what next year may bring in markets and beyond. https://lnkd.in/gR3Ut7Nz

We are chuffed to be recognised as New Zealand Fund Management House of the Year by KangaNews again - especially as it means being singled out by our market peers!

We are looking for an analyst to assist the fixed income and equity portfolio management teams in trade execution and other support. An excellent opportunity for someone looking to progress their experience in funds management.

Thank you to everyone who attended the recent Harbour Investment Forum. This one-day forum was for expert insights on the opportunities and controversies in today’s investment markets.   Another big thank you to our insightful speakers and MC, Chris Di Leva, CFA , who provided invaluable perspectives on everything from global market movements to innovative investment opportunities. Your expertise and engagement made the forum a huge success! Tim Groser Andrew Bascand Sue Walker Jorge Waayman Phillippa Harford Craig Stent Adam Richardson Hamish Pepper Scott Berg Mark Brown Tony Hildyard Shane Solly Nicholas Simmons Chris Wilson CFA

The recent Responsible Investment Association Australasia (RIAA) Conference highlighted a need for cross sector collaboration to address pressing issues in sustainability and responsible investment. Read more on this from Senior Manager, Responsible Investing Sue Walker in our latest Harbour Navigator. https://lnkd.in/gGAgrjyM