Newsletter – September 2026

Our theme this month is Californian based Fisher Investments. As one of our specialist international investment managers, Fisher Investments play an important role in many of our funds, complementing our broader global equity exposures.

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

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 interest rates. After the highest interest rates since 2008, the Official Cash Rate (OCR) was cut in August, marking the first cut since 2020. In this newsletter we outline what lower interest rates mean for your portfolio.

This month our theme is comparing the NZ and US stock markets, to highlight the benefits of diversification.

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