This month our theme is ‘shock absorbers’, the strategies we employ to reduce the effects of market volatility on your investments.
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Newsletter – March 2022
The benefits of adding unlisted investments (investments that aren’t listed on publicly traded exchanges) to your portfolio. When selected appropriately, these investments tend to offer attractive returns relative to the risks involved and help support the growth of NZ businesses.
Newsletter – February 2024
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.
Newsletter – October 2021
Our theme this month is inflation and interest rates, the relationship between them and what this means for your investments.
Newsletter – September 2023
This month we lift the lid on shareholder voting. Our aim is to ensure that the companies that you are invested in are well-governed, responsible corporate citizens, and acting in your best interests.
Newsletter – November 2025
This month our theme is the OCR and how and why this is an important benchmark of an economy’s health.
Newsletter – January 2026
This month our theme is Artificial Intelligence (AI) discussing where are we in the implementation of this new technology, and how is it impacting markets.
