Newsletter – April 2026

This month we take a look at what the NZ election campaign and eventual result could mean for different parts of the market, and why the impact may be more focused than the headlines suggest.

Broadening Booster’s direct investments in attractive, unlisted NZ assets – Aotea Asset Management.

This month’s theme is the benefits of active management. Active management allows us to manage specific risks, adjust to market conditions, and uncover hidden investment opportunities. Dutch company ASML has been an exciting recent success story.

This month our theme is why things still feel sluggish despite indicators suggesting that the NZ economy is entering the early stages of recovery.

The Reserve Bank of New Zealand is getting tough on inflation. The relationship between interest rates and inflation and what this means for your investments.

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