This issue shows the methods used to support returns during periods of market volatility. Using the New Zealand dollar as a ‘shock absorber’.
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Newsletter – March 2025
This month we unpack what a tariff is, and some of the ways we manage portfolios during uncertain times like this.
Newsletter – August 2024
Our theme this month is interest rates. After the highest interest rates since 2008, the Official Cash Rate (OCR) was cut in August, marking the first cut since 2020. In this newsletter we outline what lower interest rates mean for your portfolio.
Newsletter – July 2023
This issue covers the importance of being invested, through the highs and lows, over the longer term.
Newsletter – August 2025
Our theme this month is private income investments – an asset class that is quietly becoming one of the fastest-growing parts of the investment world.
Newsletter – January 2022
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.
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.
