Investment Update with First Sentier Investors – August 2023

At the start of 2022, when most asset classes began to fall, one continued to hold its own, perfectly illustrating the importance of a well-diversified portfolio. This bright spot in the first two quarters of 2022: infrastructure.

We’ve seen plenty of positivity in the market across the board this year which means asset-specific performance gets lost in the mix. This being said, we thought it was an opportune time to reflect on 2022 and get some insight into the positivity Infrastructure presented.

To give his views, Trilogy is pleased to introduce Trent Koch, Portfolio Manager for the Global Listed Infrastructure team at First Sentier Investors. Trent has more than 20 years investment experience during which time he has managed both listed and unlisted infrastructure investments.

In today’s investment update, Trent sits down with Chiti, Trilogy’s Investment Specialist, to discuss the outlook for infrastructure, the role of interest rates and the difference between public and private infrastructure.

Disclaimer: This video is for information purposes only and should not be treated as financial advice. To the extent permitted by law, First Sentier Investors (Australia) Services Pty Limited, and Trilogy Financial Solutions NZ Limited, do not accept any responsibility or liability arising from your use of this information. The views and opinions expressed in this webinar are those of the speakers and do not necessarily represent the view of First Sentier Investors (Australia) Services Pty Limited. FundRock NZ Limited (“FundRock”) is the issuer and manager of the First Sentier Responsible Listed Infrastructure Fund (“Fund”). First Sentier Investors (Australia) Services Pty Limited (“FSI”) is the investment manager of the Fund. A copy of the Product Disclosure Statement for the Fund is available from FSI or FundRock and on https://disclose-register.companiesoffice.govt.nz/ or https://fundrock.com/fundrock-new-zealand/frnz-documents-and-reporting/.

Lending Update with Adrian Dale - July 2023

In this lending update, Trilogy is pleased to welcome back Adrian Dale, our own Lending Specialist. After observing the tricky property market of the last 20 months, Adrian shares his insights today on where he feels interest rates are at the moment and where they may be headed from here. He also shares his views on whether now is a good time to buy or if further patience may be required for First Home Buyers waiting for the trough of the market.

Disclaimer: This video is for information purposes only and should not be treated as financial advice. To the extent permitted by law, Trilogy Financial Solutions NZ Limited, do not accept any responsibility or liability arising from your use of this information.

Investment Update with Trisha Edmonds - ANZ Investments June 2023

In our latest investment update, Trilogy is pleased to introduce Trisha Edmonds, the Head of Distribution at ANZ Investments. Trisha is highly experienced in the financial services industry, having held a number of senior roles in various organisations since 1990 including Armstrong Jones, ING and ANZ Investments. Since joining the financial services industry in 1990, Trisha is committed to delivering on her passion to ensure all Kiwis receive high-quality financial advice and appropriate solutions. Trisha sat down with Chiti to discuss the many investment concepts such as the magic of compound interest, the retirement dream and the importance of KiwiSaver.

Disclaimer: This video is for information purposes only and should not be treated as financial advice. To the extent permitted by law, ANZ Investments Limited, and Trilogy Financial Solutions NZ Limited, do not accept any responsibility or liability arising from your use of this information. The views and opinions expressed in this webinar are those of the speakers and do not necessarily represent the view of ANZ Investments Limited.