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.
In this month's For My Money Martin follows up his recent communication to members with further information following the changes to the tactical asset allocations across Summer’s three multi asset class funds.
Martin loves old investment sayings and uses these adages to guide the way that he invests. They are especially useful when markets are volatile and the world is in turmoil; these old sayings have been around for as long as he can remember and as such have passed the test of time. At times like this, we need the wisdom of the past to help guide us towards the right thing. This is the theme Martin explore in this month’s investor education.
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 >