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.
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
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.
