Newsletter – July 2022

This month we unpack diversification. Diversification is a strategy to lower investment risk by spreading money across and within different asset classes, such as shares, bonds and cash. It’s one of the best ways to weather market ups and downs and maintain the potential for growth.

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

This month’s theme is the benefits of active management. Active management allows us to manage specific risks, adjust to market conditions, and uncover hidden investment opportunities. Dutch company ASML has been an exciting recent success story.

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

This month we unpack what a tariff is, and some of the ways we manage portfolios during uncertain times like this.

This issue shows the methods used to support returns during periods of market volatility. Using the New Zealand dollar as a ‘shock absorber’.