Newsletter – January 2023

This month our theme is the OCR and how and why this is an important benchmark of an economy’s health.

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

This issue covers investing in New Zealand Innovation Fund, three exciting recent additions to the fund Opum, Captivate Technology, and TamoRx.

This month we unpack what a tariff is, and some of the ways we manage portfolios during uncertain times like this.

This issue covers built-in ‘shock absorbers’ within your portfolio to cushion the effect of market volatility.

This month our theme is Artificial Intelligence (AI) discussing where are we in the implementation of this new technology, and how is it impacting markets.