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.
In this month's For My Money Martin follows up his recent communication to members with further information following the changes to the tactical asset allocations across Summer’s three multi-asset funds. If there was a central theme to these changes, it would be that we are gaining a greater trust that central banks are fully committed to keeping interest rates low and monetary policy loose for as long as is needed – they seem determined to keep their respective economies going well.
In recent times, cash has had bad press. Falling interest rates in New Zealand and most other places around the world mean that returns from cash are poor, nearly non-existent in some places. Many would predict that this is unlikely to get better for depositors anytime soon – in fact, we believe the chances are that interest rates for bank deposits will get worse before they get better. This is the theme Martin explore in this month’s investor education.
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.
Investors should be very satisfied with returns over the last quarter. As Central Banks around the world continued to cut official cash rates and increase monetary stimulus, global interest rates fell. Lower rates lifted the capital value of income generating assets. 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?!