Why invest locally when the action appears to be in the US?  The meteoric rise of US chipmaker NVIDIA and the dominance of high earning tech stocks makes it hard for the likes of the NZX and ASX to compete.  We talk to Harbour Asset Management’s Chris di Leva about how the sector make-up of an index and the local economy are a huge influence. But also why New Zealand is starting to look more attractive.  Find what you need to consider when exposed to the US markets such as: does a change in portfolio weighting fit your risk appetite? Are you hedged against currency fluctuations? And is it time to consider other investment opportunities like Japan?   For more or to watch on youtube—check out http://linktr.ee/sharedlunch Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the timeSee omnystudio.com/listener for privacy information.

Ver todos los episodios