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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Our theme this month is inflation and interest rates, the relationship between them and what this means for your investments.

Newsletter – May 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.

Newsletter – November 2023
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.

Newsletter – July 2023
This issue covers the importance of being invested, through the highs and lows, over the longer term.

Newsletter – February 2023
This issue covers the devastation caused by Cyclone Gabrielle underscores the importance of geographical diversification.

Newsletter – February 2022
The issue digs into what the Russian invasion means for investors.