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.
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
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.
