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.
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Newsletter – July 2024
This month our theme is ‘shock absorbers’, the strategies we employ to reduce the effects of market volatility on your investments.
Newsletter – February 2025
This month we discuss currency – the opportunities a weaker New Zealand dollar creates for your investments and how we cushion against currency volatility.
Newsletter – August 2024
Our theme this month is interest rates. After the highest interest rates since 2008, the Official Cash Rate (OCR) was cut in August, marking the first cut since 2020. In this newsletter we outline what lower interest rates mean for your portfolio.
Newsletter – September 2025
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.
Newsletter – May 2023
Our theme this month is the inflation taming efforts of the Reserve Bank of New Zealand and the link between inflation and interest rates.
Newsletter – April 2023
This issue covers investing in New Zealand Innovation Fund, three exciting recent additions to the fund Opum, Captivate Technology, and TamoRx.
