Newsletter – November 2022

Our theme this month is Trump vs Harris – what the different parties are offering and how the US Presidential election may affect the 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.

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’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.

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.

Introducing our new Active Global manager, Intermede, and a taste of some of their investments.