Newsletter – July 2023

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

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

This issue covers investing in New Zealand Innovation Fund, three exciting recent additions to the fund Opum, Captivate Technology, and TamoRx.

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.

The issue digs into what the Russian invasion means for investors.

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.