Newsletter – June 2025

This month our theme is comparing the NZ and US stock markets, to highlight the benefits of diversification.

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.

It’s been an eventful start to the year. Tensions have been rising between Russia and Ukraine and central banks around the world are looking to increase interest rates.

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.

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

This month our theme is outlining what the US-Iran conflict may mean for investments and investors.