Newsletter – June 2023

Our theme this month is interest rates. After the highest interest rates since 2008, the Official Cash Rate (OCR) was cut in August, marking the first cut since 2020. In this newsletter we outline what lower interest rates mean for your portfolio.

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.

This month we take a deep look at SRI vs ESG investing. A growing number of investors want to encourage companies to act responsibly in addition to delivering financial returns. ESG and SRI are often used interchangeably, but have important differences.

Broadening Booster’s direct investments in attractive, unlisted NZ assets – Aotea Asset Management.

This issue covers what the results of the NZ general election and the conflict in the Middle East mean for investors.

This month our theme is the OCR and how and why this is an important benchmark of an economy’s health.