Newsletter – February 2023

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.

This issue covers the importance of being invested, through the highs and lows, over the longer term.

Introducing our new Australian Active manager, DNR Capital, and a taste of their investment philosophy.

This month we unpack what a tariff is, and some of the ways we manage portfolios during uncertain times like this.

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.