Newsletter – January 2024

This issue covers the importance of being invested, through the highs and lows, over the longer term.

Broadening Booster’s direct investments in attractive, unlisted NZ assets – Aotea Asset Management.

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

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.

Our theme this month is interest rates. After the highest interest rates since 2008, the Official Cash Rate (OCR) was cut in August, marking the first cut since 2020. In this newsletter we outline what lower interest rates mean for your portfolio.

This month our theme is outlining what the US-Iran conflict may mean for investments and investors.