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 – October 2022
This issue shows the methods used to support returns during periods of market volatility. Using the New Zealand dollar as a ‘shock absorber’.
Newsletter – October 2021
Our theme this month is inflation and interest rates, the relationship between them and what this means for your investments.
Newsletter – July 2023
This issue covers the importance of being invested, through the highs and lows, over the longer term.
Newsletter – May 2022
Introducing our new Active Global manager, Intermede, and a taste of some of their investments.
Newsletter – January 2023
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.
Newsletter – February 2024
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.