Insights overview
Keep up to date with our latest market insights
We are investment specialists – as part of Forsyth Barr, we have an over 85 year history in investment markets utilising world-class research.
Below we share our knowledge of investment markets via articles, research and market updates to keep you informed.
Morning report
Want to keep in touch with what's happened in the markets overnight?
Read the morning report from Forsyth Barr.
For my money
Are you a Summer KiwiSaver scheme member?
Read our latest "For my money" article:
In this month’s For My Money, Business Development Manager at Octagon Asset Management, Matt Hardwick, takes a closer look at non-tradable inflation (the rising cost of essentials like housing, rates, insurance, and healthcare). Unlike imported goods, these everyday expenses are much harder to avoid, making them especially challenging for retirees and those on fixed incomes whose earnings don’t always keep pace. Matt also highlights the importance of preparing early for retirement by building a plan, saving consistently, and staying the course to help protect your lifestyle from rising costs.
Investor education
In his most recent article, Martin Hawes provides his thoughts on key aspects to consider when choosing who manages your money.
Got a topic you'd like us to cover? Let us know!
For a plain English guide to KiwiSaver view the KiwiSaver Glossary put together by Workplace Savings NZ.
Thoughts from a Kiwi Saver
In her most recent article, Trish Oakley provides her thoughts after reading the report on KiwiSaver opportunities from Te Ara Ahunga Ora Retirement Commission.
Forsyth Barr research
Exclusive for members of the Summer KiwiSaver scheme, keep up to date with what's happening in the world with research from Forsyth Barr's experienced team of research analysts.
Read our latest market update
Global equity markets have continued to bounce back from the US tariff induced sell-off through April. In the US, shares are up because company profits remain solid..... Read more >
