This month we explore how US businesses have coped following President Trump’s ‘Liberation Day’ tariffs in April, and outline the state of the general US economy.
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Newsletter – January 2026
This month our theme is Artificial Intelligence (AI) discussing where are we in the implementation of this new technology, and how is it impacting markets.
Newsletter – February 2024
This month we showcase NVIDIA, which has returned over 300% since it was added to our Californian global equity manager, Fisher’s portfolio, in July 2021.
Newsletter – October 2021
Our theme this month is inflation and interest rates, the relationship between them and what this means for your investments.
Newsletter – March 2024
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.
Newsletter – May 2023
Our theme this month is the inflation taming efforts of the Reserve Bank of New Zealand and the link between inflation and interest rates.
Newsletter – November 2022
The Reserve Bank of New Zealand is getting tough on inflation. The relationship between interest rates and inflation and what this means for your investments.
