Newsletter – May 2023

The Booster Wine Group, now the Tahi Fund’s largest investment, is an amalgamation of four prominent New Zealand wine companies spanning the Hawke’s Bay, Nelson, Marlborough, and Central Otago regions. This month we showcase the upgraded facility at the Awatere River Winery in Marlborough.

This month our theme is why things still feel sluggish despite indicators suggesting that the NZ economy is entering the early stages of recovery.

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.

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

Introducing our new Active Global manager, Intermede, and a taste of some of their investments.

This issue covers what the results of the NZ general election and the conflict in the Middle East mean for investors.