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.

In this month’s For My Money, Chief Investment Officer of Octagon Asset Management, Paul Robertshawe, covers the five dimensions of building an actively managed investment portfolio.

View latest article 


Investor education

This month Martin Hawes provides his thoughts on the importance of patience when investing.

Find out more

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. 


Thoughts from a Kiwi Saver

This month Trish Oakley covers the importance of planning for retirement, looking at Larry Fink's (CEO of Blackrock Investments) recent open letter to investors for context.

Find out more


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

Financial markets have had a good start to 2024, with many major global stock markets reaching new highs in recent months. The MSCI All Country World Index (ACWI), the United States S&P 500 index, Japan’s Nikkei 225 index, and Australia’s ASX 200 all reached new records. Read more >

Background image Laptop Dashboard