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  • Martin Hawes on strategic and tactical asset allocation

    Martin Hawes *Martin Hawes[/the-summer-scheme/about-us/martin-hawes/][the-summer-scheme/about-us/meet-our-investment-managers/#Martin]*Chair, Summer Investment Committee *There is one part of investment that you really must get right: asset allocation. Asset allocation is the proportion of...

  • Martin Hawes on how fixed interest works

    Martin Hawes *Martin Hawes[/the-summer-scheme/about-us/martin-hawes/][the-summer-scheme/about-us/meet-our-investment-managers/#Martin]*Chair, Summer Investment Committee *Fixed interest investments are often called bonds. It sounds such a safe word for an investment based on a solemn...

  • Listed property by Martin Hawes

    Martin Hawes *Martin Hawes[/the-summer-scheme/about-us/martin-hawes/][the-summer-scheme/about-us/meet-our-investment-managers/#Martin]*Chair, Summer Investment Committee April 2018 *Imagine you had to leave the planet for 30 years and were out of contact all that time. Then...

  • Media Investor Education

    Welcome to the Media Investor Education section. Here you'll find various topical articles written by Martin Hawes. Day of reckoning[/kiwisaver-tools-and-insights/summer-insights/media-investor-education/day-of-reckoning/] The joy of cash[/kiwisaver-tools-and-insights/summer-insights/media-investor-education/the-joy-of-cash/] Active versus...

  • Market volatility and risk

    Martin Hawes *Martin Hawes[/the-summer-scheme/about-us/martin-hawes/][the-summer-scheme/about-us/meet-our-investment-managers/#Martin]*Chair, Summer Investment Committee December 2018 *Have you been a bit bothered by your KiwiSaver account lately? Had a look at your balance and cried...

  • KiwiSaver changes

    You may have seen in the media a number of changes around KiwiSaver. Below we summarise these for you. Changes that took effect from 1 July 2019 *Contribution...

  • New fund options

    *Balances are increasing in KiwiSaver accounts and Summer is focused on delivering members flexibility and choice.* Accordingly we have extended our offering inside the Summer KiwiSaver scheme...

  • Project: My Finances

    Martin Hawes *Martin Hawes[/the-summer-scheme/about-us/martin-hawes/][the-summer-scheme/about-us/meet-our-investment-managers/#Martin]*Chair, Summer Investment Committee May 2019 *We may often think we are forging ahead on a new path, that we are doing groundbreaking things that...