We are investment specialists – as part of Forsyth Barr, we have an over 80 year history in investment markets utilising world-class research. Our Investment Committee is chaired by Martin Hawes, a respected investment specialist.
Below we share our knowledge of investment markets via articles, research, market updates and videos to keep you informed.
Are you a Summer KiwiSaver scheme member?
Read Martin Hawes' latest "For my money" article.
Sometimes investment decisions are difficult: markets can sit in a very fine balance and whether to be bull or a bear is no easy call. You can set down both sides of the argument, one against the other, but whether to buy or to sell is not a clear choice. In this month's For My Money Martin follows up his recent communication with further information following the changes to the Summer Investment Selection's tactical asset allocation.
In this month's investor education Martin talks about the "pay yourself first" approach to saving. This is effectively what happens with KiwiSaver and Martin thinks that this is one of the main reasons for its success.
Got a topic you'd like us to cover? Let us know!
Our Becoming an investor guide is a great resource if you are new to investing. This explains key concepts about investing generally and how this can relate to your KiwiSaver investment.
For a plain English guide to KiwiSaver view the KiwiSaver Glossary put together by Workplace Savings NZ.
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.
After the worst December performance of United States equity markets in many decades, the first month of 2019 saw the best January performance of the S&P 500 since 1987. Read more >
Martin covers a range of topics in our short videos. Whether you're looking for introduction to Summer or wanting to learn more about investing, you'll find it here! There's even one about eating frogs - you know, that famous Mark Twain analogy?!
Keep up to date with what’s going on by reading the latest media articles prepared by Martin, or where he has commented on topical issues.