Newsletter – July 2024

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

The Booster Wine Group, now the Tahi Fund’s largest investment, is an amalgamation of four prominent New Zealand wine companies spanning the Hawke’s Bay, Nelson, Marlborough, and Central Otago regions. This month we showcase the upgraded facility at the Awatere River Winery in Marlborough.

This issue covers the importance of being invested, through the highs and lows, over the longer term.

This month we discuss currency – the opportunities a weaker New Zealand dollar creates for your investments and how we cushion against currency volatility.

This month we unpack what a tariff is, and some of the ways we manage portfolios during uncertain times like this.

This month our theme is discussing the surge in artificial intelligence (AI) investment and how this has contributed to robust returns in global equity markets.