This issue explains recency bias, a phenomenon whereby investors let short-term performance influence their decisions, and ways to counter this, instead seeing the silver lining in market volatility.
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Newsletter – May 2025
This month our theme this month is time in the market vs timing the market. Avoiding the perils of emotionally driven investment decisions, which can often lead to missed opportunities and lower overall returns.
Newsletter – May 2022
Introducing our new Active Global manager, Intermede, and a taste of some of their investments.
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 – February 2026
This month our theme is outlining what the US-Iran conflict may mean for investments and investors.
Newsletter – November 2022
The Reserve Bank of New Zealand is getting tough on inflation. The relationship between interest rates and inflation and what this means for your investments.
Newsletter – October 2023
This issue covers what the results of the NZ general election and the conflict in the Middle East mean for investors.
