Newsletter – January 2024

The issue digs into what the Russian invasion means for investors.

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

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

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.

The benefits of adding unlisted investments (investments that aren’t listed on publicly traded exchanges) to your portfolio. When selected appropriately, these investments tend to offer attractive returns relative to the risks involved and help support the growth of NZ businesses.