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.
Global equities have been on a remarkable run this year — and September kept the momentum going.
In NZD terms, returns have been especially strong. But after such a powerful rally, investors are asking: Is there still fuel in the tank?
In this video, Phil Borkin, our Senior Manager of Investment Strategy, unpacks the current setup for global equity markets and explores where the risks — and opportunities — might lie.
And what about closer to home? New Zealand’s equity market has lagged in recent years, but could the tide finally be turning? Phil will touch on that too, offering a quick take on whether local conditions are starting to improve.
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.
