Insights overview

Keep up to date with our latest market insights

We are investment specialists – as part of Forsyth Barr, we have an over 80 year history in investment markets utilising world-class research.

Below we share our knowledge of investment markets via articles, research and market updates to keep you informed.

Morning report

Want to keep in touch with what's happened in the markets overnight?

Read the morning report from Forsyth Barr. 

For my money

Are you a Summer KiwiSaver scheme member?
Read our latest "For my money" article.

In this month’s For My Money, Chief Investment Officer of Octagon Asset Management, Paul Robertshawe, looks at the differences in the economic and equity market backdrops for the various funds that make up the Summer KiwiSaver scheme.

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Investor education

This month Martin Hawes provides his thoughts on the impact of pessimism on investing attitudes.

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Got a topic you'd like us to cover? Let us know!

For a plain English guide to KiwiSaver view the KiwiSaver Glossary put together by Workplace Savings NZ. 

Thoughts from a Kiwi Saver

This month Trish Oakley focuses on retirement income projections in KiwiSaver annual member statements, and how they can help you plan for your financial future.

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Forsyth Barr research

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.

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Read our latest market update

From the start of 2024 up until the start of April global equity markets generally had a good run. Positive sentiment was supported by decent earnings results, a strong US economy, and some green shoots for the global economic outlook. Read more >

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