This month we discuss currency – the opportunities a weaker New Zealand dollar creates for your investments and how we cushion against currency volatility.
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Newsletter – January 2023
This issue explains recency bias, a phenomenon whereby investors let short-term performance influence their decisions, and ways to counter this, instead seeing the silver lining in market volatility.
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 – September 2021
This issue uncovers what ‘responsible investing’ means following being recognised as a Responsible Investment Leader by the Responsible Investment Association Australasia (RIAA).
Newsletter – May 2024
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.
Newsletter – June 2024
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.
Newsletter – October 2024
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.
