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.
One of the apparent contradictions of 2026 is that, by most measures, it has been a strong year for investors, with equity markets holding near record highs. Yet the day-to-day experience of investing has often felt remarkably challenging. Headlines have swung between optimism and uncertainty, geopolitical tensions have remained elevated, and market sentiment has shifted rapidly from one week to the next.
From 30,000 feet, markets have appeared calm and resilient. On the ground, however, many investors have experienced a very different reality, navigating periods of volatility, conflicting economic signals, and an ever-changing investment landscape.
In this video, Phil Borkin, our Head of Investment Strategy and Research, explores why that is and what it means for investors.
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.
