Newsletter – March 2023

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 our theme is making sense of the “Liberation Day” tariffs, how these events unfolded and what this means for your investments.

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

This month our theme is why things still feel sluggish despite indicators suggesting that the NZ economy is entering the early stages of recovery.

This month we lift the lid on shareholder voting. Our aim is to ensure that the companies that you are invested in are well-governed, responsible corporate citizens, and acting in your best interests.