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.
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Newsletter – July 2024
This month our theme is ‘shock absorbers’, the strategies we employ to reduce the effects of market volatility on your investments.

Newsletter – January 2025
This month we check in on the NZ Economy and the role of GDP as an indicator of growth.

Newsletter – March 2025
This month we unpack what a tariff is, and some of the ways we manage portfolios during uncertain times like this.

Newsletter – March 2023
Recent Bank Failures: Looking through the headlines to find perspective.

Newsletter – February 2023
This issue covers the devastation caused by Cyclone Gabrielle underscores the importance of geographical diversification.

Newsletter – October 2024
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.