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 and market updates to keep you informed.
Want to keep in touch with what's happened in the markets overnight?
Read the morning report from Forsyth Barr.
Are you a Summer KiwiSaver scheme member?
Read Martin Hawes' latest "For my money" article.
The Summer Investment Committee continues to maintain its recommendation of no change to the tactical asset allocations for the Summer Conservative, Balanced and Growth Selections, which are slightly under-weight to growth assets. Although we have made no recommendations for these multi asset class funds, we are always actively considering our position. In this case, recommending no change is an active decision. In this month's For My Money, Martin looks at the reasons behind our position.
Bad stuff comes with little or no warning. Think back to January 2020: at that time, as we set out into a new year, we had no idea that 2020 would be like no other year. In this month’s investor education Martin considers two learnings from Covid 19.
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 last quarter of 2019 heralded a stake shift in sentiment within financial markets. The mood lifted from cautiously wary, to a more optimistic outlook for the year ahead. Read more >