We recently released the 2025 Bequest Report, which looks at the trends, behaviours and opportunities around charitable bequesting in New Zealand.

2025 was always expected to bring its share of surprises and curveballs for investors.

Only 55% of New Zealand adults have a will, and just 6% of wills include a charitable gift as part of the inheritances. Bequests account for just 1.

The year has only just begun, yet it has already been eventful.

2024 exceeded expectations in terms of investment returns, with the U. S. economy steering clear of a significant slowdown and technological innovation progressing steadily.

While the US election results are naturally generating plenty of interest, beyond the election noise, we believe there have been some developments over the past month that have shifted the…

In about a month, the US heads back to the polls for another highly anticipated election.

After an extended period of relative calm, August proved to be an eventful month, with a sharp jump in market volatility as markets ‘rock and rolled’.

The Reserve Bank of New Zealand’s focus finally looks to be shifting from sticky domestic inflation to the weak state of the domestic economy, opening the door to earlier interest…

With the first half of the year now behind us, our attention naturally turns to what the second half of the year may have in store.