Newsletter – July 2024

Our theme this month is the inflation taming efforts of the Reserve Bank of New Zealand and the link between inflation and interest rates.

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.

Our theme this month is private income investments – an asset class that is quietly becoming one of the fastest-growing parts of the investment world.

Despite concerns over Middle East conflict, rising oil prices, and inflation, global share markets posted solid gains, highlighting that markets are often driven by factors beyond the headlines.

This month we check in on the NZ Economy and the role of GDP as an indicator of growth.

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