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 we lift the lid on shareholder voting. Our aim is to ensure that the companies that you are invested in are well-governed, responsible corporate citizens, and acting in your best interests.

Our theme this month is interest rates. After the highest interest rates since 2008, the Official Cash Rate (OCR) was cut in August, marking the first cut since 2020. In this newsletter we outline what lower interest rates mean for your portfolio.

This month we outline President Trump’s revised tariffs and trade deals and what this mean for NZ, and global financial markets.

Broadening Booster’s direct investments in attractive, unlisted NZ assets – Aotea Asset Management.

This month our theme is making sense of the “Liberation Day” tariffs, how these events unfolded and what this means for your investments.