Newsletter – February 2022

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.

This issue covers the devastation caused by Cyclone Gabrielle underscores the importance of geographical diversification.

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

This month our theme is ‘shock absorbers’, the strategies we employ to reduce the effects of market volatility on your investments.

This month our theme is why things still feel sluggish despite indicators suggesting that the NZ economy is entering the early stages of recovery.

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.