Newsletter – February 2022

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 we unpack diversification. Diversification is a strategy to lower investment risk by spreading money across and within different asset classes, such as shares, bonds and cash. It’s one of the best ways to weather market ups and downs and maintain the potential for growth.

This issue covers the devastation caused by Cyclone Gabrielle underscores the importance of geographical diversification.

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

This issue covers investing in New Zealand Innovation Fund, three exciting recent additions to the fund Opum, Captivate Technology, and TamoRx.