Newsletter – February 2022

Our theme this month is Albert Einstein’s Eighth Wonder of the World – The Power of Compounding.

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.

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.

Recent Bank Failures: Looking through the headlines to find perspective.

This month we showcase NVIDIA, which has returned over 300% since it was added to our Californian global equity manager, Fisher’s portfolio, in July 2021.

This month we showcase three companies within the Booster Innovation Fund – Mars Bioimaging, Hot Lime Labs and MACSO Technologies. These companies are prime examples of high-potential, early-stage investment built on NZ innovation.