Newsletter – March 2023

This month our theme is ‘shock absorbers’, the strategies we employ to reduce the effects of market volatility on your investments.

This issue shows the methods used to support returns during periods of market volatility. Using the New Zealand dollar as a ‘shock absorber’.

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

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.

The benefits of adding unlisted investments (investments that aren’t listed on publicly traded exchanges) to your portfolio. When selected appropriately, these investments tend to offer attractive returns relative to the risks involved and help support the growth of NZ businesses.