Newsletter – January 2024

This month we check in on the NZ Economy and the role of GDP as an indicator of growth.

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 ‘shock absorbers’, the strategies we employ to reduce the effects of market volatility on your investments.

This issue covers our human nature of feeling twice as much pain from an investment loss as we do pleasure from a gain, and while it can be tempting to view our investments daily, the key to long-term investment success is being invested over the longer term.

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