Newsletter – February 2023

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 Trump vs Harris – what the different parties are offering and how the US Presidential election may affect the markets.

Despite concerns over Middle East conflict, rising oil prices, and inflation, global share markets posted solid gains, highlighting that markets are often driven by factors beyond the headlines.

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 ‘shock absorbers’, the strategies we employ to reduce the effects of market volatility on your investments.