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 – May 2022
Introducing our new Active Global manager, Intermede, and a taste of some of their investments.
Newsletter – July 2022
Introducing our new Australian Active manager, DNR Capital, and a taste of their investment philosophy.
Newsletter – September 2024
Our theme this month is Trump vs Harris – what the different parties are offering and how the US Presidential election may affect the markets.
Newsletter – October 2022
This issue shows the methods used to support returns during periods of market volatility. Using the New Zealand dollar as a ‘shock absorber’.
Newsletter – April 2024
This month we take a deep look at SRI vs ESG investing. A growing number of investors want to encourage companies to act responsibly in addition to delivering financial returns. ESG and SRI are often used interchangeably, but have important differences.
Newsletter – May 2023
Our theme this month is the inflation taming efforts of the Reserve Bank of New Zealand and the link between inflation and interest rates.