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 2024
This month we take a deep look at SRI vs ESG investing. A growing number of investors want to encourage companies to act responsibly in addition to delivering financial returns. ESG and SRI are often used interchangeably, but have important differences.
Newsletter – May 2023
Our theme this month is the inflation taming efforts of the Reserve Bank of New Zealand and the link between inflation and interest rates.
Newsletter – August 2024
Our theme this month is interest rates. After the highest interest rates since 2008, the Official Cash Rate (OCR) was cut in August, marking the first cut since 2020. In this newsletter we outline what lower interest rates mean for your portfolio.
Newsletter – June 2022
This issue covers built-in ‘shock absorbers’ within your portfolio to cushion the effect of market volatility.
Newsletter – January 2022
It’s been an eventful start to the year. Tensions have been rising between Russia and Ukraine and central banks around the world are looking to increase interest rates.
Newsletter – January 2025
This month we check in on the NZ Economy and the role of GDP as an indicator of growth.
