Global equities have been on a remarkable run this year — and September kept the momentum going. In NZD terms, returns have been especially strong.

Is US Exceptionalism Fading? Few investment themes generate as much discussion as the concept of US exceptionalism—the belief that the US economy and equity markets consistently outperform global peers.

JBWere, a leading provider of investment management and philanthropic impact services amongst private clients and in the for-purpose sector, is delighted to announce the appointment of Matthew Williams as Senior…

Markets remain resilient — but what risks lie ahead?   Global equity markets have performed well this year, navigating a steady stream of headlines and policy uncertainty.

JBWere New Zealand and Jarden Wealth officially unite under a single name today – JBWere – marking a major milestone for the leading wealth management and investment advisory firm.

As we reach the halfway point of the year, it’s fair to say 2025 has been extraordinary by any standard.

With trade-related concerns easing for the time being, market and investor attention has turned elsewhere.

Terms like volatile or unpredictable don’t really do justice to what has been experienced in financial markets over the past month or so.

The Inland Revenue’s Issues Paper: Taxation and the not-for-profit sector raises questions about the future of charity income tax exemptions, particularly business income unrelated to a charity’s core purpose, and the additional…