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 considers why interest rates are lower for longer and that anyone who is expecting the return of interest rates of 7% or 8% may be in for a very long wait indeed. This article looks at the impact of demographics and technology on inflation and how it drives interest rates.
One of the hardest things in finance is to turn a lump sum into a steady, sustainable income. Most people focus on building savings but there comes a time (retirement) when you want to use those savings to give you an income, and that is not easy – especially in these times of low interest rates.
In this month's article Martin looks at this issue with reference to the KiwiSaver changes that take effect from 1 July for those over 65.
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.
Global economic growth, and in particular developed economy growth, has been pared back significantly since December 2018. Global manufacturing has been in a slump most of this year, with export powerhouses such as Germany and Japan likely to be suffering manufacturing recessions. On the positive side, employment growth has continued in most economies and rising household incomes have underpinned a more robust service sector. 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?!
Keep up to date with what’s going on by reading the latest media articles prepared by Martin, or where he has commented on topical issues.