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Investment Resources for everyday people

These succinct and shareable resources deliver a straightforward message about the investment markets and reinforce a key investment principle

Dealing with Geopolitical Risk

Some investors believe they can predict both the outcome of complex geopolitical situations and how this will affect financial markets. That’s a tall order. A better approach, says this article, is to ask yourself whether your portfolio remains appropriately diversified for a range of outcomes and whether there has been any change in your objectives.

Navigating Geopolitical Events

Accepting that the outcomes of geopolitical events are hard to predict doesn’t mean they’re not important. But as an investor you need to focus on what you can control. That’s why diversification, maintaining flexibility and planning for the unexpected are critical tools, as Karen Umland, Senior Investment Director at Dimensional Fund Advisors, explains here.

BNZ Research - Economy Watch

The RBNZ held the cash rate at 5.50% this afternoon. The Bank also maintained its tightening bias, albeit somewhat watered down from its November statement.

RBNZ Holds

Global Diversification Can Make a World of Difference

Investors all around the world tend to overweight their home markets, but investors who ignore other global markets may miss out on a wealth of opportunity.

DIMENSIONAL QUICK TAKE AUGUST 2023

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