Latest ideas
& insights
As our client, we’ll keep you informed of important trends and how they impact our investment decisions.
- Investing
Market insights, October 2026
From monetary policy to political polls, and AI angst to a massive cyber attack, October served up plenty of drama. But what did it all mean for investors?
- News
Market insights, September 2026
Soaring US 10-year Treasury yields, and a unanimous Fed vote to hike US borrowing rates, set the tone for markets in September. Here’s our take on the key talking points.
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- Investing
Market insights, October 2026
From monetary policy to political polls, and AI angst to a massive cyber attack, October served up plenty of drama. But what did it all mean for investors?
- News
Market insights, September 2026
Soaring US 10-year Treasury yields, and a unanimous Fed vote to hike US borrowing rates, set the tone for markets in September. Here’s our take on the key talking points.
- 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.