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See the Financial Markets Authority site for details of the new Compliance Regime. http://www.fma.govt.nz/




Portfolio Construction
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Our Current View

The Headlines:

  • Too much debt in USA & Europe...caution required.
  • Emerging Markets (less debt, young demographics, growing infrastructure) = opportunity.
  • Strong NZ$ = opportunity to purchase good assets offshore.
  • Resist locking into low interest rates in NZ for long durations.
  • Commodities & Utilities look promising.


Financial Planning Humour!

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