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.
At the moment, the Summer Investment Committee think risk and return are evenly balanced and so we are happy to stay with our benchmarks across the Summer Conservative, Balanced and Growth Selections. There are some very early signs of economic recovery around the globe, but we think it too early to make any moves. In this month's For My Money Martin covers the views discussed at the latest Summer Investment Committee meeting.
Russian author Leo Tolstoy was clever. In his novel Anna Karenina, Tolstoy has his chief protagonist (Count Vronski) have a regular day of reckoning: in the book, five times a year, Vronski would put a day aside to pay his debts (or those that he could!), do a rough budget and put his financial affairs in order. We all have to do some reckoning every now and then and the upcoming holiday season may be a good time to do it. 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.
The last quarter of 2019 heralded a stake shift in sentiment within financial markets. The mood lifted from cautiously wary, to a more optimistic outlook for the year ahead. 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?!