Newsletter – October 2021

This month we discuss currency – the opportunities a weaker New Zealand dollar creates for your investments and how we cushion against currency volatility.

Introducing our new Australian Active manager, DNR Capital, and a taste of their investment philosophy.

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.

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.

This issue covers built-in ‘shock absorbers’ within your portfolio to cushion the effect of market volatility.