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

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

This month we showcase NVIDIA, which has returned over 300% since it was added to our Californian global equity manager, Fisher’s portfolio, in July 2021.

This month our theme is Artificial Intelligence (AI) discussing where are we in the implementation of this new technology, and how is it impacting markets.

This month we discuss currency – the opportunities a weaker New Zealand dollar creates for your investments and how we cushion against currency volatility.