Facebook icon Twitter icon Forward icon


“When it is a question of money, everybody is of the same religion.” Voltaire

In this Newsletter update:

You can also view our newsletter in PDF format by clicking here.

Don't forget to click here to like our Facebook page - we have regular updates, tips and competitions.

Kind Regards,

Sheryl Sutherland JJP, B.A (Otago), Dip.F.A.C (Otago), DipPFinPlan (Waikato)

Authorised Financial Adviser (AFA) & Managing Director of The Financial Strategies Group (FSP 28246)

Bad Year for Safe Havens

Being safe left some investors sorry in 2013. That’s because some financial assets that are considered safe and steady lost money. After three decades of steady gains, bonds had a bad year. Prices for Treasuries and other kinds of bonds slumped as the United States economy improved, investors’ nerves steadied and the Federal Reserve prepared to pull back on its huge bond-buying programme. Click here to Read More...


From our Crystal Ball Department - What's in store for China in 2014?

China announced its much anticipated 2013 GDP figure of 7.7 per cent, exceeding its official growth target of 7.5 per cent despite difficult economic conditions. China bears can retreat to their caves for another year. Will China be able to grow at 7 per cent for the foreseeable future? It is an important question for the Australian economy, which has become more intertwined with the fortunes of the world’s second largest economy than ever before. Read More....

Why optimism may be bad news

Almost every year since the end of the financial crisis has started with rosy expectations among American forecasters, and this one is no different. Stockmarkets are buoyant, consumer confidence is improving, and economic seers are raising their growth forecasts for 2014. America’s S&P 500 share index is at a record high, after rising 30% in 2013—the biggest annual gain in almost two decades. Powered by America, global growth of close to 4%, on a purchasing-power-parity basis, seems possible. That would be nearly a full percentage point faster than 2013, and the best showing for several years.
Yet amid the new-year cheer, it is worth remembering that almost every year since the financial crisis upbeat expectations have been disappointed. The biggest danger this time round is the optimism itself.

Click here to

Forecasting the Year Ahead

This is the time of year when investment analysts predict what they believe will happen over the next 12 months. That they are invariably wrong about something is a given. Or, to be more charitable, it is a given that events that no one could have foreseen will have caused their deeply researched predictions to be incorrect.

Reimagining India- Creating Partnerships for the future

From the safety of our backwater we rarely imagine or consider what drives companies to develop new markets. This is however important information for anyone who has investments. Courtesy of McKinsey and Company here are links to 2 CEO’s explanations of their interest in the Indian market development and their experiences; Starbucks and Abbott Laboratories. Read more...
And from our unusual facts file:
It is 8am and Naume Awero is experiencing her first traffic jam of the day in Kampala, the Ugandan capital. She is the only known female bodaboda taxi rider in the city, home to thousands of male colleagues.
Ms Awero has succeeded in a male-dominated industry and defied the odds in her personal life.

For more than 150 informative articles, visit our upgraded Money Maven Blog. Read new and archived articles covering both serious and amusing topics.
Contact us: 0800 64MONEY, sheryl@strategies.co.nz

Our Services: Financial Planning Advice, Investment & Retirement Advice, Developing a Portfolio, Risk Management, Mortgages, Options for over 60's, UK Pension Transfers, KiwiSaver, Professional Speaking.