Newsletter – June 2023

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.

This month our theme is discussing the surge in artificial intelligence (AI) investment and how this has contributed to robust returns in global equity markets.

This month our theme is the OCR and how and why this is an important benchmark of an economy’s health.

This issue covers the devastation caused by Cyclone Gabrielle underscores the importance of geographical diversification.

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.

Recent Bank Failures: Looking through the headlines to find perspective.