Our theme this month is Trump vs Harris – what the different parties are offering and how the US Presidential election may affect the markets.
Similar Posts
Newsletter – June 2024
This month’s theme is the benefits of active management. Active management allows us to manage specific risks, adjust to market conditions, and uncover hidden investment opportunities. Dutch company ASML has been an exciting recent success story.
Newsletter – March 2022
The benefits of adding unlisted investments (investments that aren’t listed on publicly traded exchanges) to your portfolio. When selected appropriately, these investments tend to offer attractive returns relative to the risks involved and help support the growth of NZ businesses.
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 – November 2023
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.
Newsletter – February 2022
The issue digs into what the Russian invasion means for investors.
Newsletter – July 2022
Introducing our new Australian Active manager, DNR Capital, and a taste of their investment philosophy.