Markets, much like fashion, are never fixed. What is in vogue today can be overlooked tomorrow, only to return in style a few seasons later. The same applies to equity investing. Value, growth and quality all rotate in and out of favour, shaped by the macro backdrop and investor sentiment. Over the past year, the […]
Style Rotation in the Investment Wardrobe Read More »
The Government has announced a series of significant updates to KiwiSaver that will affect how much you save, how much your employer contributes, and how much support you receive from the Government. Here is a summary of the important changes that may affect you. Contribution rates The default contribution rate for both employees and employers
Significant Changes Are Coming to KiwiSaver in 2025 Read More »
Trustees have significant responsibilities and legal obligations when investing trust assets. Under law, there is a strong emphasis on the Prudent Person Standard and Modern Portfolio Theory. Under the Prudent Person Standard, trustees must invest trust funds as a prudent person would. This means exercising skill, care and diligence required in managing the affairs of
Investing as a Trustee Read More »
Gold has been a topic of interest for centuries and remains a captivating focus for investors and analysts alike. Historical Significance and Modern Relevance Gold has been valued since ancient times as currency and a store of wealth. Today, gold remains a symbol of wealth and stability. Its unique properties, such as its scarcity and
Gold: The Hype Explained Read More »
Worried about the news? The key to maintaining your equilibrium as a long-term investor is grasping that your horizon and those of the pundits trying to make sense of daily market volatility are not the same thing. Imagine for a moment that you make your living as a financial journalist or broker or market analyst.
Competing Horizons Read More »
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