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.
JBWere, a leading provider of investment management and philanthropic impact services amongst private clients and in the for-purpose sector, is delighted to announce that Dr William McInerney has joined JBWere…
Supporting stronger futures for charities through diversified funding: Legacy giving and Gift-In-Wills programmes Across New Zealand everyone is talking about the Great Wealth Transfer, and the JBWere Bequest Report 2025.
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Over two packed days, and through our partnership with Harvard Business School, JBWere NZ presented six masterclasses designed for governors and CEOs from across the for-purpose sector in Aotearoa New…
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