Newsletter – October 2024

Our theme this month is private income investments – an asset class that is quietly becoming one of the fastest-growing parts of the investment world.

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

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.

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

This month we unpack what a tariff is, and some of the ways we manage portfolios during uncertain times like this.

This month we unpack diversification. Diversification is a strategy to lower investment risk by spreading money across and within different asset classes, such as shares, bonds and cash. It’s one of the best ways to weather market ups and downs and maintain the potential for growth.