Newsletter – April 2022

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

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.

It’s been an eventful start to the year. Tensions have been rising between Russia and Ukraine and central banks around the world are looking to increase interest rates.

The Booster Wine Group, now the Tahi Fund’s largest investment, is an amalgamation of four prominent New Zealand wine companies spanning the Hawke’s Bay, Nelson, Marlborough, and Central Otago regions. This month we showcase the upgraded facility at the Awatere River Winery in Marlborough.

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

The issue digs into what the Russian invasion means for investors.