Newsletter – July 2024

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.

This issue covers our human nature of feeling twice as much pain from an investment loss as we do pleasure from a gain, and while it can be tempting to view our investments daily, the key to long-term investment success is being invested over the longer term.

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

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