Newsletter – April 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.

This issue covers broadening Booster’s direct investments in attractive, unlisted NZ assets – FleetPartners.

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

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.

This month we discuss currency – the opportunities a weaker New Zealand dollar creates for your investments and how we cushion against currency volatility.