This month’s theme is the benefits of active management. Active management allows us to manage specific risks, adjust to market conditions, and uncover hidden investment opportunities. Dutch company ASML has been an exciting recent success story.
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Newsletter – June 2026
This month our theme is comparing the NZ and US stock markets, to highlight the benefits of diversification.
Newsletter – October 2023
This issue covers what the results of the NZ general election and the conflict in the Middle East mean for investors.
Newsletter – October 2024
This month we showcase three companies within the Booster Innovation Fund – Mars Bioimaging, Hot Lime Labs and MACSO Technologies. These companies are prime examples of high-potential, early-stage investment built on NZ innovation.
Newsletter – September 2025
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.
Newsletter – March 2025
This month we unpack what a tariff is, and some of the ways we manage portfolios during uncertain times like this.
Newsletter – March 2026
This month we explore why the Middle East matters for global markets. How geopolitical tensions in the region can disrupt supply chains, influence oil prices, inflation, and economic stability worldwide.
