Latest ideas
& insights

As our client, we’ll keep you informed of important trends and how they impact our investment decisions.

Market insights Feb 2026

AI’s potential to harm entire industries, in parallel with eye-watering levels of debt being amassed by hyper-scalers, stalked markets last month. As did US trade tariffs and the huge attack on Iran. Here’s what we made of it all.

Market insights Jan 2026

From leadership change in Venezuela, to sabre rattling over Greenland, US policies have contributed to a hectic start to the year. How have markets and assets reacted?

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Market insights Feb 2026

AI’s potential to harm entire industries, in parallel with eye-watering levels of debt being amassed by hyper-scalers, stalked markets last month. As did US trade tariffs and the huge attack on Iran. Here’s what we made of it all.

Market insights Jan 2026

From leadership change in Venezuela, to sabre rattling over Greenland, US policies have contributed to a hectic start to the year. How have markets and assets reacted?

Can I transfer my UK pension to NZ

Two of our Advisers, Brigette Arnold Manaia and Brittany Jackson, offer some useful financial planning context for Kiwis and Brits with UK pensions.

The narrow path to the new normal

OUTLOOK 2026 – GLOBAL MACRO: How might the US, Chinese, and European economies fare in 2026? Could this be the year that AI delivers on investor expectations? And where next for global inflationary pressures?

New Zealand Starting to Fire

OUTLOOK 2026 - NZ MACRO: In election year, and off the back of two-consecutive OCR cuts, Bevan Graham ponders the prospects for NZ’s re-energised economy.

Portfolio perspectives for 2026

OUTLOOK 2026: David Kandziora, our Lead Portfolio Manager, discusses his investment priorities for the year ahead, as well as some recent trades.