Newsletter – January 2024

Our theme this month is the inflation taming efforts of the Reserve Bank of New Zealand and the link between inflation and interest rates.

Introducing our new Active Global manager, Intermede, and a taste of some of their investments.

This month we lift the lid on shareholder voting. Our aim is to ensure that the companies that you are invested in are well-governed, responsible corporate citizens, and acting in your best interests.

This month we discuss currency – the opportunities a weaker New Zealand dollar creates for your investments and how we cushion against currency volatility.

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

Recent Bank Failures: Looking through the headlines to find perspective.