This issue uncovers what ‘responsible investing’ means following being recognised as a Responsible Investment Leader by the Responsible Investment Association Australasia (RIAA).
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Newsletter – October 2025
This month we explore how US businesses have coped following President Trump’s ‘Liberation Day’ tariffs in April, and outline the state of the general US economy.
Newsletter – June 2024
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.
Newsletter – November 2025
This month our theme is the OCR and how and why this is an important benchmark of an economy’s health.
Newsletter – July 2023
This issue covers the importance of being invested, through the highs and lows, over the longer term.
Newsletter – October 2024
This month we showcase three companies within the Booster Innovation Fund – Mars Bioimaging, Hot Lime Labs and MACSO Technologies. These companies are prime examples of high-potential, early-stage investment built on NZ innovation.
Newsletter – March 2022
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.
