We are investment specialists – as part of Forsyth Barr, we have an over 85 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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Cutting the Official Cash Rate (OCR) is generally considered good for New Zealand consumers and the economy, but not everyone benefits. In this month’s For My Money, Octagon's Business Development Manager Matt Hardwick notes that while OCR cuts stimulate borrowing and economic growth, they can also lead to inflation, reduced savings returns, and financial instability, requiring careful management by central banks and investors to navigate the economic cycle effectively.
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.
Since the start of 2025, global markets have delivered mixed results, with political developments adding to uncertainty. The MSCI World Index remained flat over the quarter but has gained more than 15% over the past 12 months...
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