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.
Skip to PDF contentSimilar Posts
Newsletter – August 2025
Our theme this month is private income investments – an asset class that is quietly becoming one of the fastest-growing parts of the investment world.
Newsletter – April 2024
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.
Newsletter – September 2021
This issue uncovers what ‘responsible investing’ means following being recognised as a Responsible Investment Leader by the Responsible Investment Association Australasia (RIAA).
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 – February 2023
This issue covers the devastation caused by Cyclone Gabrielle underscores the importance of geographical diversification.
Newsletter – May 2024
Our theme this month is diversification. Diversifying investments can mitigate risk by balancing the ups and downs of individual shares, and individual countries to reduce their impact on your entire portfolio. A diversified portfolio is more resilient because it’s designed to capture growth while providing relative security during market downturns.
