Newsletter – March 2025

This month our theme is the OCR and how and why this is an important benchmark of an economy’s health.

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

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.

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

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.

Our theme this month is diversification. Diversifying investments can mitigate risk by balancing the ups and downs of individual shares, and individual countries to reduce their impact on your entire portfolio. A diversified portfolio is more resilient because it’s designed to capture growth while providing relative security during market downturns.