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"Dialling down the Noise"
It’s been an event-filled start to the year. Headlines have been loud, politics messy, and geopolitical risks have once again taken centre stage.
While the US election results are naturally generating plenty of interest, beyond the election noise, we believe there have been some developments over the past month that have shifted the distribution of risks around the economic outlook in a less negative fashion.
This month, our Senior Investment Strategist, Phil Borkin, discusses these developments and what they imply for how we recommend clients be positioned in their portfolios as we look towards 2025.
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It’s been an event-filled start to the year. Headlines have been loud, politics messy, and geopolitical risks have once again taken centre stage.
Reflections on a lifetime of good governance with Graeme Nahkies During the latter part of 2025, JBWere, in partnership with Boardworks, travelled New Zealand to celebrate and candidly share the knowledge…
The changes proposed by Inland Revenue for donor-controlled charities mark the most significant shift in a decade for New Zealand’s philanthropic sector.
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