Latest ideas
& insights
As our client, we’ll keep you informed of important trends and how they impact our investment decisions.
- News
Supporting the Hauora Music Experience
We’re proud to sponsor Auckland Philharmonia, and their Hauora Music Experience - an inspiring wellbeing initiative that takes music into the community. Discover why it struck a chord with us.
- Investing
Rising bond yields and why it’s not all bad news
Bevan Graham, Economist at our sister firm Salt Funds Management, explores the drivers and implications of a rise in bond yields.
Explore by topic
- News
Supporting the Hauora Music Experience
We’re proud to sponsor Auckland Philharmonia, and their Hauora Music Experience - an inspiring wellbeing initiative that takes music into the community. Discover why it struck a chord with us.
- Investing
Rising bond yields and why it’s not all bad news
Bevan Graham, Economist at our sister firm Salt Funds Management, explores the drivers and implications of a rise in bond yields.
- Investing
Market insights, August 2026
American decision-making dominated the headlines in August. From trade wars to sanctions, and even a bond market intervention, it was month that kept investors on their toes.
- Investing
Trustees: Could your risk profile be better?
As a Trustee, it can feel counter-intuitive to increase portfolio risk in order to improve the resilience and impact of the assets under your stewardship. We explain why it’s a conversation worth having.
- Investing
Market insights, July 2026
Despite rising oil prices, AI-trade tremors, yet more US trade tariffs, and renewed conflict in Iran, financial markets were resilient in July. Is this disruption the 'new normal'?
- Investing
The $80,000 car and the $6 mushrooms
What kind of relationship do you actually want with money? For female wealth holders, in particular, here’s why it’s an important question to explore as early as possible.