Newsletter – May 2022

This month our theme is making sense of the “Liberation Day” tariffs, how these events unfolded and what this means for your investments.

This issue covers investing in New Zealand Innovation Fund, three exciting recent additions to the fund Opum, Captivate Technology, and TamoRx.

Despite concerns over Middle East conflict, rising oil prices, and inflation, global share markets posted solid gains, highlighting that markets are often driven by factors beyond the headlines.

This month our theme is ‘shock absorbers’, the strategies we employ to reduce the effects of market volatility on your investments.

This month our theme is comparing the NZ and US stock markets, to highlight the benefits of diversification.

This month our theme is outlining what the US-Iran conflict may mean for investments and investors.