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.
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Newsletter – May 2024
Our theme this month is diversification. Diversifying investments can mitigate risk by balancing the ups and downs of individual shares, and individual countries to reduce their impact on your entire portfolio. A diversified portfolio is more resilient because it’s designed to capture growth while providing relative security during market downturns.
Newsletter – November 2022
The Reserve Bank of New Zealand is getting tough on inflation. The relationship between interest rates and inflation and what this means for your investments.
Newsletter – June 2022
This issue covers built-in ‘shock absorbers’ within your portfolio to cushion the effect of market volatility.
Newsletter – July 2023
This issue covers the importance of being invested, through the highs and lows, over the longer term.
Newsletter – October 2021
Our theme this month is inflation and interest rates, the relationship between them and what this means for your investments.
Newsletter – April 2024
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.