Newsletter – June 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 month our theme is ‘shock absorbers’, the strategies we employ to reduce the effects of market volatility on your investments.

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

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

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

Our theme this month is Albert Einstein’s Eighth Wonder of the World – The Power of Compounding.