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, takes a look at the Magnificent Seven, and the importance of considering valuations when making investment decisions.

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Investor education

This month Martin Hawes discusses the difference between making resolutions and setting goals.

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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. 

Thoughts from a Kiwi Saver

This month Trish Oakley explores the power of a simple nudge, and the importance of envisioning your future self when saving for retirement.

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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.

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Read our latest market update

What a change a few months can make in the financial world. Back in October the focus was on expectations that central would need to keep interest rates ‘higher for longer’, which wasn’t great for global stock markets. Longer-term interest rates climbed, reaching levels not seen since the Global Financial Crisis in 2008. Read more >

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