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.
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In this month’s For My Money, Team Lead at Summer, Daniel Lark, takes a look back at 2024, commenting on the continued dominance of the tech sector; the impact of elections on markets; and lastly provides a summary of select regional market performance over the past year.
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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For a plain English guide to KiwiSaver view the KiwiSaver Glossary put together by Workplace Savings NZ.
In her most recent article, Trish Oakley provides her thoughts after reading the report on KiwiSaver opportunities from Te Ara Ahunga Ora Retirement Commission.
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 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 >