Newsletter – February 2024

This month our theme is comparing the NZ and US stock markets, to highlight the benefits of diversification.

This issue covers what the results of the NZ general election and the conflict in the Middle East mean for investors.

This month’s theme is the benefits of active management. Active management allows us to manage specific risks, adjust to market conditions, and uncover hidden investment opportunities. Dutch company ASML has been an exciting recent success story.

This month our theme is the OCR and how and why this is an important benchmark of an economy’s health.

The Reserve Bank of New Zealand is getting tough on inflation. The relationship between interest rates and inflation and what this means for your investments.

Our theme this month is private income investments – an asset class that is quietly becoming one of the fastest-growing parts of the investment world.