Newsletter – March 2025

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.

This issue covers broadening Booster’s direct investments in attractive, unlisted NZ assets – FleetPartners.

This month our theme is Artificial Intelligence (AI) discussing where are we in the implementation of this new technology, and how is it impacting markets.

This month we explore how US businesses have coped following President Trump’s ‘Liberation Day’ tariffs in April, and outline the state of the general US economy.

The Booster Wine Group, now the Tahi Fund’s largest investment, is an amalgamation of four prominent New Zealand wine companies spanning the Hawke’s Bay, Nelson, Marlborough, and Central Otago regions. This month we showcase the upgraded facility at the Awatere River Winery in Marlborough.

Our theme this month is the inflation taming efforts of the Reserve Bank of New Zealand and the link between inflation and interest rates.