Video
"Dialling down the Noise"
It’s been an event-filled start to the year. Headlines have been loud, politics messy, and geopolitical risks have once again taken centre stage.
With trade-related concerns easing for the time being, market and investor attention has turned elsewhere. Lately, the focus has shifted to weakness in the bond market, particularly against a backdrop of deteriorating government fiscal positions.
How significant are the recent yield movements, and to what extent are fiscal concerns driving them? What could this mean for other asset classes, especially equities? And do these developments challenge the long-term role of bonds in a diversified portfolio?
Phil Borkin, our senior Investment Strategist, uses this video to answer these questions.
News & Insights
Video
"If I only knew then"
Reflections on a lifetime of good governance with Graeme Nahkies During the latter part of 2025, JBWere, in partnership with Boardworks, travelled New Zealand to celebrate and candidly share the knowledge…
Policy with purpose: Our perspective on proposed charity tax changes
The changes proposed by Inland Revenue for donor-controlled charities mark the most significant shift in a decade for New Zealand’s philanthropic sector.