This month we unpack what a tariff is, and some of the ways we manage portfolios during uncertain times like this.
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Newsletter – October 2025
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.
Newsletter – July 2025
This month we outline President Trump’s revised tariffs and trade deals and what this mean for NZ, and global financial markets.
Newsletter – January 2024
Our theme this month is Albert Einstein’s Eighth Wonder of the World – The Power of Compounding.
Newsletter – June 2025
This month our theme is why things still feel sluggish despite indicators suggesting that the NZ economy is entering the early stages of recovery.
Newsletter – March 2022
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.
Newsletter – January 2026
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.
