Newsletter – April 2023

This month we outline President Trump’s revised tariffs and trade deals and what this mean for NZ, and global financial markets.

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

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 issue covers built-in ‘shock absorbers’ within your portfolio to cushion the effect of market volatility.

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 month we showcase NVIDIA, which has returned over 300% since it was added to our Californian global equity manager, Fisher’s portfolio, in July 2021.