The Private Office Blog
The case for a strategic allocation to New Zealand shares. By Consilium.
Recent underperformance hasn’t changed the long-term case for New Zealand shares. For local investors, they continue to offer valuable diversification, tax advantages, and alignment with future spending needs.
Investing like it’s 1996. By Consilium.
What if you knew in advance that the next 30 years would include financial crises, wars, pandemics, and extreme market volatility?
How might a thoughtful investor have incorporated that information into their 30-year investment strategy in 1996?
Zoom out, not in. By Consilium.
Periods of market volatility can feel uncomfortable, but history shows that short-term disruptions are a normal part of investing.
This article highlights the importance of taking a long-term view and remaining focused on disciplined, diversified investing through changing market conditions.
1970’s revisited? By Consilium.
Recent oil price increases have drawn comparisons to the 1970s oil shock, but the scale and impact are far less severe.
This article discusses that unlike the prolonged stagflation and deep market declines of that era, the current rise appears to be a shorter-term, cyclical disruption, with markets already showing signs of recovery.
Geopolitical Risk. By Dimensional.
Geopolitical conflict can be unsettling, but it rarely justifies changing a long-term investment strategy.
This article discusses how staying invested, rather than reacting to short-term events, is typically the better approach.
The mistakes people make with a windfall. Podcast by Smart Money featuring Nick Crawford.
We've all found ourselves day dreaming about where we'd spend a big Lotto win at one point or another.
Realistically, many of us will come into a major windfall - but it's likely to come in the form of a bonus at work, or an inheritance.
Is it okay to buy a new car and go on holiday? Or should we invest it all?