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, Head of Fixed Interest & ESG at Octagon Asset Management, Craig Alexander, explores the evolving landscape of carbon reporting in New Zealand. He details the emissions associated with Summer New Zealand Equities and Summer Listed Property, offering straightforward explanations around key terms and using selected carbon metrics

View latest article 


Investor education

In his most recent article, Martin Hawes provides his thoughts on key aspects to consider when choosing who manages your money.

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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

In her most recent article, Trish Oakley provides her thoughts after reading the report on KiwiSaver opportunities from Te Ara Ahunga Ora Retirement Commission.

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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.

Read research


Read our latest market update

The last quarter has seen a solid overall performance across global markets, with the MSCI World Index up 2.4% in US dollar terms and 2.1% on an NZD basis. These results don’t tell the full story of a turbulent few months for international markets.... Read more >

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