Newsletter – January 2025

This month we showcase NVIDIA, which has returned over 300% since it was added to our Californian global equity manager, Fisher’s portfolio, in July 2021.

This month our theme is Artificial Intelligence (AI) discussing where are we in the implementation of this new technology, and how is it impacting 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 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.