Family Wealth Transfer Anxiety
For many families, the hardest question about passing on wealth is not how much to leave, but what that wealth might change.
While a resolution in the Middle East conflict remains uncertain and the situation continues to evolve, Phil Borkin, Senior Manager of Investment Strategy, considers what a lasting outcome, when it eventually comes, could mean for markets.
Would this lead to a return to the broad, balanced “Goldilocks” environment seen through parts of last year and early 2026, or has the backdrop shifted more fundamentally?
In this video, Phil shares his perspective and outlines the strategies investors should consider - emphasising the importance of staying invested, remaining diversified, and maintaining a focus on long-term outcomes.
Click on the image below to watch his update.
News & Insights
Economic Value of the Sector: Measuring Aotearoa New Zealand’s for-purpose ecosystem.
The $25. 8 billion sector hiding in plain sight New Zealand’s for-purpose ecosystem employs one in 13 workers and contributes as much to GDP as financial and insurance services.
Video
"License to Yield"
Bond markets may not always capture attention, but they have become an important focus for investors.
