Newsletter – September 2024

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

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

This issue covers the importance of being invested, through the highs and lows, over the longer term.

Introducing our new Active Global manager, Intermede, and a taste of some of their investments.

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