Newsletter – May 2022

This issue covers built-in ‘shock absorbers’ within your portfolio to cushion the effect of market volatility.

This month we take a deep look at SRI vs ESG investing. A growing number of investors want to encourage companies to act responsibly in addition to delivering financial returns. ESG and SRI are often used interchangeably, but have important differences.

Our theme this month is shareholder voting and highlighting a few recent votes on resolutions that Booster, as the manager of your investments, has made on your behalf.

It’s been an eventful start to the year. Tensions have been rising between Russia and Ukraine and central banks around the world are looking to increase interest rates.

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 is making sense of the “Liberation Day” tariffs, how these events unfolded and what this means for your investments.