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News and Insights

Winter Update Q2 2025 - Why Staying Invested Still Wins

Despite geopolitical unrest, rising tariffs, and economic uncertainty, global share markets hit record highs in Q2 2025

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Autumn Update Q1 - 2025

Navigating the Economic Waves

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Today's Headlines - Tomorrow's Fish and Chip Wrapper

Staying Smart When Markets Get Noisy

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Is Term Deposits your Option?

The Hidden Cost of Playing it Safe with Term Deposits

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Key Market Movements for Q4 -2024

Mixed Global Markets: US Gains, Trade Tensions, and a Stronger USD Drive Returns

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Summer Update
Q4 - 2024

The solid share market returns in 2024 imply a general market expectation of better economic times ahead.

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New Zealand Retirement Expenditure Guidelines 2024 (Annual Update 2024)

Essential Insights for Retirement Planning: Expenditures, Savings, and Longevity in New Zealand

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Capital Market Assumptions vs. Actual Returns

Forecasting Challenges in Capital Markets: A 10-Year Review. Analyzing the Accuracy of CMAs from 2014 to 2023

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Advisers add 4.7% in Value

Unlocking the True Value of Financial Advice in New Zealand

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Which KiwiSaver scheme has the biggest balance?

The average KiwiSaver balance might be slightly more than $33,000, but that hides significant variation within the scheme - and between providers

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Spring Update Q3- 2024

Global rate cuts, resilient markets, and timeless lessons for long-term investors

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All retirees need more than just NZ Super

Retirement households continue to spend at levels in excess of NZ Super and will have to supplement their budgets regardless of whether they are seeking a no-frills lifestyle or one where they have more choices.

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