Newsletter – July 2024

Recent Bank Failures: Looking through the headlines to find perspective.

This issue covers built-in ‘shock absorbers’ within your portfolio to cushion the effect of market volatility.

This month we take a deep look at SRI vs ESG investing. A growing number of investors want to encourage companies to act responsibly in addition to delivering financial returns. ESG and SRI are often used interchangeably, but have important differences.

Widening Booster’s direct investments in attractive, unlisted NZ assets – helping local Iwi fund the purchase of 40 Wellington school properties.

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.

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