Video
"The Strait & Narrow"
Despite ongoing geopolitical and economic uncertainty, global equity markets staged a strong rebound in April, an outcome that has surprised many investors.
2025 has been both rewarding and eventful for investors. Resilient global growth, strong corporate fundamentals, and enthusiasm for artificial intelligence have helped drive equity markets higher. Combined with relatively stable bond markets, this has supported solid returns for balanced portfolios overall.
So, what might 2026 bring? In today’s dynamic and complex environment, making predictions requires a healthy dose of humility. In this video, Phil Borkin, Senior Manager of Investment Strategy, shares his insights on the outlook for the year ahead.
News & Insights
Video
Fundraising for Gifts-in-Wills: a strategic and timely opportunity
As is happening across the world, Aotearoa New Zealand is also moving into an unprecedented intergenerational wealth transfer, and this is taking place at the same time as traditional fundraising…
Identity Crisis: When the Exit Is Only the Beginning
For many founders, selling their business is supposed to be the finish line. The transaction completes, the funds clear and the congratulations roll in.
