Newsletter – January 2024

This month we explore why the Middle East matters for global markets. How geopolitical tensions in the region can disrupt supply chains, influence oil prices, inflation, and economic stability worldwide.

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.

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

Widening Booster’s direct investments in attractive, unlisted NZ assets – helping local Iwi fund the purchase of 40 Wellington school properties.

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