Newsletter – February 2022

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.

This month we discuss currency – the opportunities a weaker New Zealand dollar creates for your investments and how we cushion against currency volatility.

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

This month our theme is ‘shock absorbers’, the strategies we employ to reduce the effects of market volatility on your investments.

The Reserve Bank of New Zealand is getting tough on inflation. The relationship between interest rates and inflation and what this means for your investments.

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