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.
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Newsletter – January 2024
Our theme this month is Albert Einstein’s Eighth Wonder of the World – The Power of Compounding.
Newsletter – January 2025
This month we check in on the NZ Economy and the role of GDP as an indicator of growth.
Newsletter – August 2023
The Booster Wine Group, now the Tahi Fund’s largest investment, is an amalgamation of four prominent New Zealand wine companies spanning the Hawke’s Bay, Nelson, Marlborough, and Central Otago regions. This month we showcase the upgraded facility at the Awatere River Winery in Marlborough.
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 – June 2024
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.
Newsletter – July 2024
This month our theme is ‘shock absorbers’, the strategies we employ to reduce the effects of market volatility on your investments.
