Newsletter – July 2023

Broadening Booster’s direct investments in attractive, unlisted NZ assets – Aotea Asset Management.

Our theme this month is Trump vs Harris – what the different parties are offering and how the US Presidential election may affect the markets.

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 month we showcase NVIDIA, which has returned over 300% since it was added to our Californian global equity manager, Fisher’s portfolio, in July 2021.

The issue digs into what the Russian invasion means for investors.

This issue covers the devastation caused by Cyclone Gabrielle underscores the importance of geographical diversification.