We are investment specialists – as part of Forsyth Barr, we have an over 80 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.
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This month Chief Investment Officer of Octagon Asset Management, Paul Robertshawe, explores the “Great Resignation”. He also provides an update following the recent tactical asset allocation changes to the Summer Balanced and Summer Growth Selections.
Summer members have recently received an email from us advising that their annual member and tax statement is available for viewing. In this month’s Investor Education, Martin Hawes outlines some of the questions members may want to ask themselves as they review these statements.
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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.
Share markets have been volatile since the start of the year, with a plethora of disconcerting headlines worrying investors. The good news is that we are seeing better value opportunities emerging.