Investment Update with Salt Funds Management – November 2022

As we approach the end of a volatile year, Trilogy would like to take the opportunity to welcome back Salt Funds Management’s, Bevan Graham (Economist) and Greg Fleming (Head of Diversified Funds) to discuss the current global situation and what they see occurring in the next 12-24 months.

Making their third Trilogy update appearance in the last 18 months, Bevan and Greg are prime examples of the experts whose knowledge and insights our advisers are pleased to call on, as we work alongside them during good times and bad.

In today’s update, Bevan and Greg discuss the current global situation and outlook for inflation, interest rates, and what this may mean for asset classes going forward.

Disclaimer: This video is for information purposes only and should not be treated as financial advice. To the extent permitted by law, Salt Funds Management Limited, Salt Investment Funds Limited, and Trilogy Financial Solutions NZ Limited, do not accept any responsibility or liability arising from your use of this information.

Investment Update with Magellan Asset Management – October 2022

As we are now into the final quarter of a challenging year, we thought it was an opportune time to chat to someone who has seen plenty of challenging years before, and who knows the pitfalls and the opportunities they present.

In this latest update, Trilogy is pleased to introduce Magellan Asset Management’s Nikki Thomas. Nikki has held a number of roles across multiple companies since she first earned her CFA in 1997. During her time with Magellan alone, she has helped set-up their Global Fund, has run their Franchises team and been appointed their Head of Research. Nikki is currently Magellan’s portfolio manager responsible for Global Equities.

In today’s update, Nikki sits down with Trilogy’s paraplanner Cam, to discuss the many global events currently impacting the markets, her interest rate outlook and what she would recommend to investors and advisers to help manage during these difficult times.

Disclaimer: This video is for information purposes only and should not be treated as financial advice. To the extent permitted by law, Magellan Asset Management Limited, and Trilogy Financial Solutions NZ Limited, do not accept any responsibility or liability arising from your use of this information.

Investment Update with Mint Asset Management - September 2022

We were pleased to have David Boyle from Mint Asset Management share his views on some key financial planning concepts and principles with us.

Trilogy's Investment Specialist, Chiti, has known David for over 20 years and David is well-known for his passion in financial capability with 39 years in the financial services industry.

David has worked for the Commission for Financial Capability (CFFC), providing his viewpoints to the government and regulators on KiwiSaver, helping to get financial capability in schools, and getting the good word out any way possible to help Kiwis improve their overall financial wellbeing.

Before moving to CFFC, David held General Manager roles with ANZ Wealth in distribution and funds management and was a member of its leadership team.

In this session, we covered three main questions.

1. What is your advice to investors operating in this Volatile, Uncertain, Complex, and Ambiguous (VUCA) world?

2. What is sequencing risk and how can we manage it?

3. What are the benefits of Dollar-Cost-Averaging (DCA) and should investors continue DCA during a downturn?

Disclaimer: This video is for information purposes only and should not be treated as financial advice. To the extent permitted by law, Mint Asset Management Limited, and Trilogy Financial Solutions NZ Limited, do not accept any responsibility or liability arising from your use of this information.