Background & Experience
Joe is an Authorised Financial Adviser, the Discretionary Investment Management Service (DIMS) Manager, and Chairman of the Investment Committee for the company. Joe was formerly the Head of Investment Solutions at Grosvenor Financial Services Group. Prior to that, he spent eight years developing the investment offering for Goldridge Wealth Management. Before migrating to NZ, Joe spent almost a decade working for one of the world’s largest and most respected hedge funds, Moore Capital Management, both in London and New York as an analyst and fixed income trader.
Happy New Year to all and I hope that you all had a wonderful and peaceful holiday season. As I noted in my recent quarterly performance report, we remain optimistic about the markets over the long-term but have a cautious short-term outlook as we expect volatility to remain with us for the foreseeable future.
Those who have been following share markets will know that returns during 2018 have been more variable (both up and down) than in the few years prior, which were unusually smooth.