Newsletter – January 2025

This issue covers built-in ‘shock absorbers’ within your portfolio to cushion the effect of market volatility.

This month our theme this month is time in the market vs timing the market. Avoiding the perils of emotionally driven investment decisions, which can often lead to missed opportunities and lower overall returns.

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 issue covers what the results of the NZ general election and the conflict in the Middle East mean for investors.

This month our theme is the OCR and how and why this is an important benchmark of an economy’s health.

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.