Newsletter – October 2023

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

This issue covers investing in New Zealand Innovation Fund, three exciting recent additions to the fund Opum, Captivate Technology, and TamoRx.

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

Our theme this month is the inflation taming efforts of the Reserve Bank of New Zealand and the link between inflation and interest rates.

It’s been an eventful start to the year. Tensions have been rising between Russia and Ukraine and central banks around the world are looking to increase interest rates.