Top Dividend Stocks -  ATM ASX/NZX Dividend Portfolio

Top Dividend Stocks - ATM ASX/NZX Dividend Portfolio

We have recently launched the ATM Dividend Portfolio, which is designed for income seeking investors. While we apply our usual investment philosophy in order to find attractive investments which fit with our big picture world views, the emphasis is find

NZ Tourism Boom Stock Shines

NZ Tourism Boom Stock Shines

Tourism Holdings (THL.NZ) continued it stellar share price run as it announced a business acquisition in the US which we discuss below – ATM has made a solid +60% return on THL since buying it in April last year.

AU/NZ Model Portfolios Beat Market Again in May

AU/NZ Model Portfolios Beat Market Again in May

Both ATM’s model portfolios performed significantly better than the broader market in May. The ATM NZ Model Portfolio gained 1.9% in May (versus NZX 50 index 0.5%) taking the portfolio to a total return of +43% since September 2015. At the same time the A

RBA, Picking the Right Dairy Co. - Murray Goulburn’s Woes

RBA, Picking the Right Dairy Co. - Murray Goulburn’s Woes

Global markets were lower overnight as investors moved out of riskier assets ahead of what is expected to be a busy Thursday, when Britain goes to the polls and former FBI director James Comey testifies before Congress. Yesterday saw the Reserve Bank of

What’s Next for Iron Ore? BHP Billiton

What’s Next for Iron Ore? BHP Billiton

Global markets were mainly closed overnight due to a Bank holiday in Britain and the US and with a two-day holiday in China. Closer to home, local markets were quiet, with both the ASX & NZX selling off yesterday. The price of iron ore has fallen sharpl

Oil Deal Disappoints

Oil Deal Disappoints

Global markets generally made gains overnight, although the energy sector sold off after the highly-anticipated Organization of the Petroleum Exporting Countries (OPEC) meeting disappointed investors. While OPEC did extend oil production cuts for anothe

Trump Sparks Sell-off

Trump Sparks Sell-off

Global markets sold off overnight, US Treasuries rallied the most since Brexit, and volatility spiked higher as the turmoil surrounding the Trump administration roiled financial markets around the globe. We noted just yesterday that the US market had been

Markets Set to Start Week Higher

Markets Set to Start Week Higher

Global stock markets were higher on Friday and there were a number of developments over the weekend. In terms of the US markets, the S&P 500 market index reached a new record high close, as energy stocks bounced back along with oil prices.

Markets Rally on France

Markets Rally on France

Global stock markets were higher post the weekend’s French elections. The 2 front-runners, far-right nationalist Marine Le Pen and centrist Emmanuel Macron won the first round of the French presidential election, triggering a runoff on May 7 between two r

Politics & Earnings in Focus

Politics & Earnings in Focus

Global stock markets were lower last Thursday as rising geopolitical tensions sapped investor risk appetite. We would not expect political risks to fade with the important French Presidential election set to take place this weekend (23rd of April). We hav