Newsletter – May 2022

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 shows the methods used to support returns during periods of market volatility. Using the New Zealand dollar as a ‘shock absorber’.

This issue covers our human nature of feeling twice as much pain from an investment loss as we do pleasure from a gain, and while it can be tempting to view our investments daily, the key to long-term investment success is being invested over the longer term.

Our theme this month is Trump vs Harris – what the different parties are offering and how the US Presidential election may affect the 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.

Our theme this month is Albert Einstein’s Eighth Wonder of the World – The Power of Compounding.