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.
Martin covers the thinking behind the recent tactical asset allocation changes to Summer's multi-asset class fund and outlines why we have a bias towards growth assets.
As investors we have to acknowledge that we have an incomplete view of the future. Although we may have undertaken appropriate analysis and think we know the future, we will never really know the best time to buy for sure. We want to get started to get better returns but are worried about what may be just around the corner. In this month’s investor education Martin considers the idea of dollar cost averaging.
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 >