Newsletter – August 2026

This month our theme is comparing the NZ and US stock markets, to highlight the benefits of diversification.

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

This issue covers what the results of the NZ general election and the conflict in the Middle East mean for investors.

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.

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.

This month we explore why the Middle East matters for global markets. How geopolitical tensions in the region can disrupt supply chains, influence oil prices, inflation, and economic stability worldwide.