Newsletter – January 2024

The Booster Wine Group, now the Tahi Fund’s largest investment, is an amalgamation of four prominent New Zealand wine companies spanning the Hawke’s Bay, Nelson, Marlborough, and Central Otago regions. This month we showcase the upgraded facility at the Awatere River Winery in Marlborough.

This month we unpack what a tariff is, and some of the ways we manage portfolios during uncertain times like this.

This issue covers the devastation caused by Cyclone Gabrielle underscores the importance of geographical diversification.

This month we outline President Trump’s revised tariffs and trade deals and what this mean for NZ, and global financial markets.

This month our theme this month is time in the market vs timing the market. Avoiding the perils of emotionally driven investment decisions, which can often lead to missed opportunities and lower overall returns.

This issue explains recency bias, a phenomenon whereby investors let short-term performance influence their decisions, and ways to counter this, instead seeing the silver lining in market volatility.