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 looks at some of the factors that the Summer Investment committee are considering when assessing the New Zealand market. In his view, the New Zealand economy and its sharemarket are very finely balanced between growth and decline at the moment. There are good reasons to get out of New Zealand shares but there are also some to stay invested. This article explores the issues and updates you on the tactical asset allocation for our three multi asset class funds.
In this month's article Martin looks at investment mix. The names Conservative, Balanced or Growth reflect the investment mix that a fund has. As such, it is a shorthand means of describing the amount of risk of each type of fund. In the article I look at who might use these funds and highlight our investment profile tool.
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 market ethos that “bad news” is “good news” has returned. The response to weaker economic data has been for Central Banks to again move to underwrite economies, or at least asset prices. 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.