Newsletter – January 2025

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 issue covers the devastation caused by Cyclone Gabrielle underscores the importance of geographical diversification.

This month we take a deep look at SRI vs ESG investing. A growing number of investors want to encourage companies to act responsibly in addition to delivering financial returns. ESG and SRI are often used interchangeably, but have important differences.

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

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

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