Newsletter – April 2023

This month our theme is making sense of the “Liberation Day” tariffs, how these events unfolded and what this means for your investments.

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

This month we check in on the NZ Economy and the role of GDP as an indicator of 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.

This issue shows the methods used to support returns during periods of market volatility. Using the New Zealand dollar as a ‘shock absorber’.