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Fund Manager Profile - Stewart Investors

December 5th 2024 Each year at our Annual Review meetings with our clients, we are telling them about a different fund manager and how they work. The goal with this project is to illustrate the different methods, Read more

More than 50,000 property investors making losses

More than 50,000 property investors making losses

December 5th 2024 This is the headline from an October 2024 RNZ article - 'More than 50,000 property investors making Read more

What might a Trump Government mean for your investments?

What might a Trump Government mean for your investments?

November 11th 2024 “Trump considers the stock-market to be his measure of his job performance” This quote stuck with me from the Capital Group webinar on Friday last week. The ‘sugar-rush’ of the markets si Read more

Du Val shows us the importance of regulation and personal advice

Du Val shows us the importance of regulation and personal advice

November 6th 2024 There has been quite a bit of publicity about the Du Val group investment issues. We have had discussions with prospective clients about Du Val and how and why we would not have recommended this Read more

Annual Fund Managers project

Annual Fund Managers project

November 5th 2024 The diagram above shows all the things that we do behind the scenes in relation to investments for our clients. One of the unique things that we do is our annual Fund Manager Project. We have been Read more

Dr Pippa's futuristic visions

Dr Pippa's futuristic visions

October 8th 2024 One of our favourite speakers at the Portfolio Construction conferences that we attend at least annually and often twice a year is Dr Pippa Read more

UPDATE - Sexy investment or Scam

UPDATE - Sexy investment or Scam

October 8th 2024 You may recall that in January 2024, I wrote an article about an investment that a client made (deliberately choosing not to ask our advice as they knew we would say NO). Here is a link to that Read more

Quarterly Stock Intersections

Quarterly Stock Intersections

October 5th 2024 The diagram above shows all the things that we do behind the scenes in relation to investments for our clients. The quarterly stock intersections process is an important part of our due diligence and Read more

Leading the Charge Against Modern Slavery: A Case Study on Nike

Leading the Charge Against Modern Slavery: A Case Study on Nike

September 30th 2024 Written by AI (Test version of Google Notebook LM). In my ongoing mission to help you invest responsibly, I often talk about modern slavery and its presence in global supply chains. As we've Read more

Six future food trends and investment opportunities - Capital Group

Six future food trends and investment opportunities - Capital Group

September 25th 2024 The world's population is expected to reach nearly 10 billion by 2050 (8.178 billion now), and it is estimated that this will create a 56% food gap in calories produced versus those required. The Read more

IRD 'cracking the whip' on platform share-traders

IRD 'cracking the whip' on platform share-traders

September 25th 2024 This blog article is based on two articles written by David Chaplin for Business Desk and also for Investment News (our Monday summary of all things investment in New Zealand). IRD have issued a Read more

Diversity in Action - Pathfinder

Diversity in Action - Pathfinder

September 6th 2024 You may have heard a whole lot of talk about DEI - Diversity, Equity and Inclusion. In reality this usually translates into ensuring there are women on boards and in senior management (but not Read more

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