Newsletter – January 2024

This month we unpack diversification. Diversification is a strategy to lower investment risk by spreading money across and within different asset classes, such as shares, bonds and cash. It’s one of the best ways to weather market ups and downs and maintain the potential for growth.

This month we outline President Trump’s revised tariffs and trade deals and what this mean for NZ, and global financial markets.

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

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.

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