This issue covers what the results of the NZ general election and the conflict in the Middle East mean for investors.
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Newsletter – September 2024
Our theme this month is Trump vs Harris – what the different parties are offering and how the US Presidential election may affect the markets.

Newsletter – September 2021
This issue uncovers what ‘responsible investing’ means following being recognised as a Responsible Investment Leader by the Responsible Investment Association Australasia (RIAA).

Newsletter – October 2021
Our theme this month is inflation and interest rates, the relationship between them and what this means for your investments.

Newsletter – November 2023
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.

Newsletter – March 2022
The benefits of adding unlisted investments (investments that aren’t listed on publicly traded exchanges) to your portfolio. When selected appropriately, these investments tend to offer attractive returns relative to the risks involved and help support the growth of NZ businesses.

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