Newsletter – July 2023

Broadening Booster’s direct investments in attractive, unlisted NZ assets – Aotea Asset Management.

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 explore how US businesses have coped following President Trump’s ‘Liberation Day’ tariffs in April, and outline the state of the general US economy.

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

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