25 March 2025

Pro Invest

The role of alternative assets in a balanced investment portfolio

Pro Invest

In the quest for maximising returns while managing risk, investors are increasingly diversifying their portfolios beyond traditional assets like shares and bonds. Alternative assets offer distinct characteristics and benefits that can enhance a balanced investment strategy. In this article, I explore the types of alternative assets we use, and some

What the ‘everything rally’ did to markets in 2023

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The investment market in 2023 was strong – unlike the year prior – largely thanks to an impactful December quarter. It’s a great example of the need for patience and a reminder of the importance of a long-term view when investing. The positive returns were driven by what we’re calling

Semiconductors: The AI beneficiary

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Artificial Intelligence, or AI, is a global fixation – one that has driven the Nasdaq to outperform every other major world equity index this year. AI is having its moment, and a knock-on effect of its popularity is that semiconductor companies have reemerged in the spotlight as one of AI’s

Which personal investment strategy is right for you?

Pro Invest

For anyone with an eye on the NASDAQ and S&P500 markets, you might have noticed big global tech names like Apple, Amazon and Google are all up 40-50% year to date. But most notably, the chip maker Nvidia is up more than 150% year to date, all heavily weighing on

A closer look at Carbon

Pro Invest

At times of market and economic uncertainty, combined with relatively low expected returns for many asset classes, we should consider more widely the assets we hold. It’s important to have a portfolio strategy, designed with discipline, embracing market opportunities while preparing for the unexpected. There are several components of a

Looking ahead: The pandemic’s economic ripples

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The pandemic and the recent relaxation of restrictions continue to reverberate through the global economy and cloud the outlook. For insight into what may lie ahead, Jarden investment strategist and economist John Carran shared his thoughts, at the time of writing on 18 November 2022. Through the haze, we see

Investing through uncertainty: It’s a matter of time

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Equity markets for the year so far can be described in one word: Volatile The current situation in markets is being driven by rising interest rates, alongside multi-decade high inflation, clogged supply chains and the war in Ukraine. Times like these can often spark our ‘fight or flight’ instinct, or

Author Profile

Tobias Taylor is a Director and Wealth Management Adviser at Jarden, New Zealand’s leading investment and advisory firm. He has worked in banking and financial services for more than 20 years in London, Wellington and Hawke’s Bay.
Tobias is a board member of Presbyterian Support East Coast. He is a NZX Adviser, Certified Financial Planner (CFP), a member of Financial Advice New Zealand (FANZ) and the New Zealand Institute of Directors (IoD).
Find out more about Jarden’s Hawke’s Bay team here - https://www.jarden.co.nz/our-services/wealth-management/

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