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The Alternative Advantage
Managing significant wealth today is more complex than ever. Market volatility, slowing property returns, and limited traditional options mean yesterday’s strategies may not be enough to protect and grow what you’ve accumulated.
Our latest thinking ‘The Alternative Advantage’ outlines how alternatives can strengthen your portfolio and give you greater confidence about the future. Read more
Latest investment insights
AI and the repricing of expectations: Shifting expectations are redefining the AI opportunity
The Million Dollar Question: What should savvy investors do next?
The Power of Diversification: Beating the market rollercoaster
Steady Growth, Secure Future: How you can lower volatility and protect your wealth
Beyond Shares: Reimagining the post-60/40 portfolio
Artificial Intelligence: Transformational technology with market consequences
The Bubble Triangle: Heat, Fuel and FOMO
Global conversations, local impact: Insights guiding our client portfolios
The 60/20/20 portfolio: A day late and a dollar short
The comfort trap: Why investors stop seeing risk
Understanding incentives: From human behaviour to capital allocation
Managing expectations: Understanding long-term returns of bonds and equities
Rethinking the 60/40 portfolio: Why alternative strategies offer a smoother ride for investors.
The rise of the robots: What Artificial Intelligence means for investors
The power of diversification: Why spreading your investments still works
Value for money in investing: A practical guide for New Zealand investors
Monthly Market Commentary
For Monthly Market Commentary prior to those listed above please contact Marilyn Mair.
Manager Reports
We can provide access to the latest reports provided by our Fund Managers.
If you’d like to receive these, please contact Marilyn Mair who can send the relevant reports to you.