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.
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. A resilient macroeconomic backdrop has helped investors continue climbing the proverbial ‘wall of worry’ — and for now, we expect more of the same. But how is that possible in the face of rising US tariffs? And what other risks could challenge this outlook?
In this short video, Phil Borkin, Senior Manager of Investment Strategy, outlines a few key risks we're keeping an eye on. While these aren’t our base case scenarios, it’s important to test assumptions and remain vigilant to factors that could shift the investment landscape.
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.
