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What motivates you to take control of your future?

Carrot or stick? Inspire or scare? I have always been a fan of the positive. So when retirement comes to mind, it’s mental images of relaxing tropical islands, steaming bowls of pasta after days spent on the Italian ski slopes and new cars. That is not the reality for most of us. In fact it couldn’t be further from the truth. Retirement can and will be very hard for many Kiwis.

Last month the New York Times ran an article that caught my eye and inspired this note. Entitled “Too little, too late” it shares research from the US-based Consumer Bankruptcy Project.

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Your portfolios: Highlights and lowlights

Your portfolios: Highlights and lowlights
A snapshot of the key factors driving the performance of markets and your funds last month. Read more ...

What has been going on since we last spoke?

Below is a collection of thought pieces from your investment team sharing their unique perspective and insights on market and portfolio developments.

Weathering a financial shock: robust trumps resilience

Weathering a financial shock: robust trumps resilience

The month started with Money Week and the theme was financial resilience! Our Chief Investment Officer Frank Jasper looks at what can be even more important than resilience in your investment process. Read more ...
Portfolio update: healthy opportunities in the United States

Portfolio update: healthy opportunities in the United States

Senior Portfolio Analyst Chris Waters reports back on some healthy opportunities Read more ...
When credit rating agencies fail

When credit rating agencies fail

Senior Portfolio Manager David McLeish highlights a recent issue with a Chinese credit rating agency and the lesson we can take from this. Read more ...

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