Newsletter – January 2024

Our theme this month is diversification. Diversifying investments can mitigate risk by balancing the ups and downs of individual shares, and individual countries to reduce their impact on your entire portfolio. A diversified portfolio is more resilient because it’s designed to capture growth while providing relative security during market downturns.

The issue digs into what the Russian invasion means for investors.

This issue covers the importance of being invested, through the highs and lows, over the longer term.

This month we take a look at what the NZ election campaign and eventual result could mean for different parts of the market, and why the impact may be more focused than the headlines suggest.

This month we take a deep look at SRI vs ESG investing. A growing number of investors want to encourage companies to act responsibly in addition to delivering financial returns. ESG and SRI are often used interchangeably, but have important differences.