Newsletter – October 2024

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

This month our theme is the OCR and how and why this is an important benchmark of an economy’s health.

This month our theme is discussing the surge in artificial intelligence (AI) investment and how this has contributed to robust returns in global equity markets.

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.

The Booster Wine Group, now the Tahi Fund’s largest investment, is an amalgamation of four prominent New Zealand wine companies spanning the Hawke’s Bay, Nelson, Marlborough, and Central Otago regions. This month we showcase the upgraded facility at the Awatere River Winery in Marlborough.