Newsletter – May 2022

Our theme this month is private income investments – an asset class that is quietly becoming one of the fastest-growing parts of the investment world.

This month we outline President Trump’s revised tariffs and trade deals and what this mean for NZ, and global financial markets.

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 month we showcase three companies within the Booster Innovation Fund – Mars Bioimaging, Hot Lime Labs and MACSO Technologies. These companies are prime examples of high-potential, early-stage investment built on NZ innovation.

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.

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