Our theme this month is Trump vs Harris – what the different parties are offering and how the US Presidential election may affect the markets.
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Newsletter – February 2025
This month we discuss currency – the opportunities a weaker New Zealand dollar creates for your investments and how we cushion against currency volatility.

Newsletter – October 2022
This issue shows the methods used to support returns during periods of market volatility. Using the New Zealand dollar as a ‘shock absorber’.

Newsletter – September 2023
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.

Newsletter – May 2025
This month our theme this month is time in the market vs timing the market. Avoiding the perils of emotionally driven investment decisions, which can often lead to missed opportunities and lower overall returns.

Newsletter – January 2024
Our theme this month is Albert Einstein’s Eighth Wonder of the World – The Power of Compounding.

Newsletter – July 2024
This month our theme is ‘shock absorbers’, the strategies we employ to reduce the effects of market volatility on your investments.