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Investor Insight, August 2022
We were quoted in the press recently, saying that either late this year or early next year a once in a decade opportunity will exist for investing in risk-based assets.
We want to explain why we believe this and also why we believe the time to purchase these assets is not just yet, as we are … Read More

Investor Insight, July 2022
June saw extreme market volatility across most asset classes, and interest rate increases in multiple jurisdictions including Australia, Switzerland, the UK, and the US. New Zealand printed a negative GDP number for the March quarter, with its interest rates having so far been raised to just 2.0 per cent.
Given the extent of the volatility, we … Read More

Investor Insight, June 2022
This month saw us reduce our allocation to REITs and for the first time move to an underweight position in listed markets.
Our asset allocation consultants, Heuristic Investment Systems, explained that this is due to the growing drawdown risk with REITs as bond yields have risen.
Financial conditions have tightened considerably, with global equities down 15-20 per … Read More
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