Newsletter – July 2023

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

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 our theme is why things still feel sluggish despite indicators suggesting that the NZ economy is entering the early stages of recovery.

The Reserve Bank of New Zealand is getting tough on inflation. The relationship between interest rates and inflation and what this means for your investments.

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

This month we showcase NVIDIA, which has returned over 300% since it was added to our Californian global equity manager, Fisher’s portfolio, in July 2021.