Newsletter – August 2022

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.

The benefits of adding unlisted investments (investments that aren’t listed on publicly traded exchanges) to your portfolio. When selected appropriately, these investments tend to offer attractive returns relative to the risks involved and help support the growth of NZ businesses.

This month we unpack what a tariff is, and some of the ways we manage portfolios during uncertain times like this.

This month our theme is ‘shock absorbers’, the strategies we employ to reduce the effects of market volatility on your investments.

This month our theme this month is time in the market vs timing the market. Avoiding the perils of emotionally driven investment decisions, which can often lead to missed opportunities and lower overall returns.

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.