Newsletter – July 2022

The Booster Wine Group, now the Tahi Fund’s largest investment, is an amalgamation of four prominent New Zealand wine companies spanning the Hawke’s Bay, Nelson, Marlborough, and Central Otago regions. This month we showcase the upgraded facility at the Awatere River Winery in Marlborough.

Our theme this month is diversification. Diversifying investments can mitigate risk by balancing the ups and downs of individual shares, and individual countries to reduce their impact on your entire portfolio. A diversified portfolio is more resilient because it’s designed to capture growth while providing relative security during market downturns.

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 month we outline President Trump’s revised tariffs and trade deals and what this mean for NZ, and global financial markets.

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