Insights overview

Keep up to date with our latest market insights

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.


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.

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.

View latest article 


Investor education

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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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. 


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 research


Read our latest market update

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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.

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