You Frame Your Investment Strategy
Most women don’t experience their financial lives as a straight line. Careers evolve, families shift, priorities are reassessed.
As we move beyond the halfway point of the year, financial markets have already delivered a remarkable number of developments. The first six months have been among the most eventful and dynamic periods investors have experienced in recent years, creating both challenges and opportunities.
In this video, Phil Borkin, our Head of Investment Strategy & Research, reflects on the key themes that have emerged, the lessons investors can take from them, and what they may signal for markets through the remainder of 2026 and into 2027.
News & Insights
Outlook for giving 2026
Giving financially in Aotearoa New Zealand continues to demonstrate resilience, but the conditions underpinning that generosity are becoming increasingly complex.
Decision Isolation: The Loneliest Moment of the Founder Journey
The biggest decision of a founder's business life is faced alone. The choice to sell or not carries consequences that ripple through identity, family, team and wealth.
