Newsletter – May 2022

This month our theme is the OCR and how and why this is an important benchmark of an economy’s health.

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.

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

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

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.

Our theme this month is Californian based Fisher Investments. As one of our specialist international investment managers, Fisher Investments play an important role in many of our funds, complementing our broader global equity exposures.