Newsletter – June 2026

This month our theme is ‘a change in direction for interest rates’. We take a quick look at what the RBNZ and OCR do, why the OCR has increased, and what this change could mean for households and businesses.

Our theme this month is Trump vs Harris – what the different parties are offering and how the US Presidential election may affect the markets.

This month we discuss currency – the opportunities a weaker New Zealand dollar creates for your investments and how we cushion against currency volatility.

The benefits of adding unlisted investments (investments that aren’t listed on publicly traded exchanges) to your portfolio. When selected appropriately, these investments tend to offer attractive returns relative to the risks involved and help support the growth of NZ businesses.

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 our theme is outlining what the US-Iran conflict may mean for investments and investors.