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.
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Newsletter – April 2025
This month our theme is making sense of the “Liberation Day” tariffs, how these events unfolded and what this means for your investments.

Newsletter – September 2024
Our theme this month is Trump vs Harris – what the different parties are offering and how the US Presidential election may affect the markets.

Newsletter – October 2021
Our theme this month is inflation and interest rates, the relationship between them and what this means for your investments.

Newsletter – March 2022
The benefits of adding unlisted investments (investments that aren’t listed on publicly traded exchanges) to your portfolio. When selected appropriately, these investments tend to offer attractive returns relative to the risks involved and help support the growth of NZ businesses.

Newsletter – October 2023
This issue covers what the results of the NZ general election and the conflict in the Middle East mean for investors.

Newsletter – January 2025
This month we check in on the NZ Economy and the role of GDP as an indicator of growth.