Newsletter – November 2022

Despite concerns over Middle East conflict, rising oil prices, and inflation, global share markets posted solid gains, highlighting that markets are often driven by factors beyond the headlines.

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

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 month we take a look at what the NZ election campaign and eventual result could mean for different parts of the market, and why the impact may be more focused than the headlines suggest.

This month we outline President Trump’s revised tariffs and trade deals and what this mean for NZ, and global financial markets.

This month we unpack diversification. Diversification is a strategy to lower investment risk by spreading money across and within different asset classes, such as shares, bonds and cash. It’s one of the best ways to weather market ups and downs and maintain the potential for growth.