Newsletter – June 2023

This issue covers the devastation caused by Cyclone Gabrielle underscores the importance of geographical diversification.

This month our theme is ‘a change in direction for interest rates’. We take a quick look at what the RBNZ and OCR do, why the OCR has increased, and what this change could mean for households and businesses.

This issue covers built-in ‘shock absorbers’ within your portfolio to cushion the effect of market volatility.

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.

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.

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