Newsletter – January 2025

This month our theme is ‘shock absorbers’, the strategies we employ to reduce the effects of market volatility on your investments.

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.

Our theme this month is Trump vs Harris – what the different parties are offering and how the US Presidential election may affect the markets.

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

This month we showcase three companies within the Booster Innovation Fund – Mars Bioimaging, Hot Lime Labs and MACSO Technologies. These companies are prime examples of high-potential, early-stage investment built on NZ innovation.

Introducing our new Australian Active manager, DNR Capital, and a taste of their investment philosophy.