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 – June 2022
This issue covers built-in ‘shock absorbers’ within your portfolio to cushion the effect of market volatility.
Newsletter – July 2026
This month our theme is ‘a change in direction for interest rates’. We take a quick look at what the RBNZ and OCR do, why the OCR has increased, and what this change could mean for households and businesses.
Newsletter – November 2025
This month our theme is the OCR and how and why this is an important benchmark of an economy’s health.
Newsletter – May 2026
Our theme this month is Californian based Fisher Investments. As one of our specialist international investment managers, Fisher Investments play an important role in many of our funds, complementing our broader global equity exposures.
Newsletter – September 2024
Our theme this month is Trump vs Harris – what the different parties are offering and how the US Presidential election may affect the markets.
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’.
