Newsletter – March 2023

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.

This issue covers what the results of the NZ general election and the conflict in the Middle East mean for investors.

This issue explains recency bias, a phenomenon whereby investors let short-term performance influence their decisions, and ways to counter this, instead seeing the silver lining in market volatility.

Introducing our new Active Global manager, Intermede, and a taste of some of their investments.

The Reserve Bank of New Zealand is getting tough on inflation. The relationship between interest rates and inflation and what this means for your investments.

This month we unpack what a tariff is, and some of the ways we manage portfolios during uncertain times like this.