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.
There is a lot going on in the world at the moment and no one can be sure how things will ultimately play out. There is little doubt that the global economy is struggling. In recent times it has been held up by the USA, but now even that economic powerhouse is showing signs of becoming a little tired. In this month's For My Money Martin looks at this topic and follows up his recent communication to members with further information following changes to the tactical asset allocations across Summer’s three multi-asset funds.
Have you ever wondered about the returns that you are getting on your KiwiSaver account and how they are being affected by falling interest rates? In this month's article Martin considers how low interest rates affect KiwiSaver returns.
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 United States economic expansion is now 121 months long, twice as long as any expansion post-World War II. Consumer strength boosted United States GDP growth higher than expected in the June quarter, while unemployment levels are at 50 year lows. This backdrop remains supportive for financial markets but is being further underwritten by United States Federal Reserve interest rate cuts. 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.