Newsletter – January 2025

Introducing our new Active Global manager, Intermede, and a taste of some of their investments.

This issue explains recency bias, a phenomenon whereby investors let short-term performance influence their decisions, and ways to counter this, instead seeing the silver lining in market volatility.

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

Our theme this month is private income investments – an asset class that is quietly becoming one of the fastest-growing parts of the investment world.

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.